Pearson Financial Services

Overview

Pearson Financial Services is an independent, owner-operated RIA that provides portfolio management for individuals and small businesses. The firm’s client base is primarily individual and family clients; it is not structured as a capital allocator and does not identify as an active ESG investor. Client billing combines percentage-of-AUM fees with fixed fees and transaction-based commissions. The adviser lists accountant and law firm relationships among its industry affiliations, which suggests coordination with external professional advisors on client matters. Pearson’s filing indicates it is not registered as a multi-state adviser, though the firm maintains multiple physical locations. Advisory activity focuses on discretionary portfolio management rather than running pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices