Overview
Assets Under Management: $313 million
Headquarters: DEXTER, MI
High-Net-Worth Clients: 97
Average Client Assets: $3 million
Frequently Asked Questions
PEARL PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336568), PEARL PLANNING is subject to fiduciary duty under federal law.
PEARL PLANNING is headquartered in DEXTER, MI.
PEARL PLANNING serves 97 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, PEARL PLANNING offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PEARL PLANNING manages $313 million in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, PEARL PLANNING serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.69
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 949
Discretionary Accounts: 947
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 336568
Filing ID: 2028996
Last Filing Date: 2025-11-21 16:12:07
Website: 1