Pearson Financial Services

Overview

Pearson Financial Services is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and serves an individual and family client base. Its fee model includes percentage-of-AUM billing, fixed fees, and commission-based arrangements. The firm does not identify as an active ESG investor and does not act as a capital allocator; its filings do not list an SEC registration year. Pearson maintains industry relationships with accounting and law firms to support its advisory work and client service model.

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Investments & Alternatives

Location & Offices