Pearl Planning's Form ADV discloses 1.30% on the first $500,000, 1.00% on the next $500,000, 0.85% on the next $4 million, 0.70% on the next $5 million, 0.50% on the next $10 million, and 0.40% on assets above $20 million. See complete fee breakdown ↓
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 104 high-net-worth clients according to their SEC filing dated August 21, 2026. 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 $329 million in client assets according to their SEC filing dated August 21, 2026.
According to their SEC Form ADV, Pearl Planning serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓