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 registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, offering fee approaches that include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Its advisory services encompass financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers. Pearl Planning is also identified as a capital allocator, indicating it places client assets with external managers or pooled funds as part of its investment approach. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.
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 5
Tonia 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 95Active vs passive
$420M in ETFs
63%
$263M
37%
$157M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $31.2M | 45,453 | 7.44% |
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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