Pierce Financial Planning, Inc. is a large advisory firm based in Mansfield. It manages $34.61 million of regulatory assets for 208 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Ohio and Texas.
Pierce Financial Planning provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pierce Financial Planning, Inc. is $34.61 million. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pierce Financial Planning, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Chanley Matthew Christman has been acting as President since 1 Jan 2007. Michael Glenn Sparks joined the executive team most recently as the Chief Compliance Officer.
The principal office where Pierce Financial Planning, Inc. performs its advisory services is located at 33 Park Avenue, West, Mansfield, OH 44902, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 419-525-2525 or by fax 419-525-2524. The normal business hours are 9 am - 4 pm on Monday - Friday. You can find more information about the New York firm at www.raymondjames.com/piercefinancialplanning.