PEARL PLANNING
Firm details
- Headquarters
- DEXTER, Michigan
- CRD number
- 336568
- Registered since
- June 3, 2025
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.88%
- Individuals19.49%
- Pension & Profit Sharing Plans1.59%
- Charitable Organizations0.99%
- Corporations / Businesses0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Pearl Planning is an independent, LLC-structured registered investment adviser that began SEC registration in 2025 and is owned by an individual principal. The firm serves individual and family clients and bills through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. Its advisory capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Pearl Planning is identified as a capital allocator and does not report an active ESG investing stance.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities4%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- Private Funds1%
Contacts
3 of 4TONIA WANDER
Financial AdvisorCRD 5747836
ALEXA KANE
Financial PlannerCRD 5970103
MELISSA JOY
President & Financial PlannerCRD 3233879
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$187M in ETFs
62%
$116M
38%
$70.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $25.5M | 42,723 | 13.68% |
Location
DEXTER, MI
WASHTENAW
Location
DEXTER, MI
Headquartered in DEXTER, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WASHTENAW
- Address
- 8031 Main St
- Time zone
- ET (UTC-5)
- Office locations
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