RP
CFP
RP
CFP

Robert Pierson

41 Years of Experience
Atlanta, GA

Robert Pierson is a CFP-designated registered investment advisor at Pierson Wealth Management, based in Atlanta, GA, with 41 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 403 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
403 clients
Average Client Portfolio
$898K average
Assets Under Management
$361.9M

Fee Structure

Planning is included in investment management

Pierson Wealth Management's fees are individually negotiated and can be up to 2.0% annually. The fees are generally payable quarterly, in advance. Clients can participate in a wrap fee program, which includes brokerage expenses, custody services, and the management fee. Alternatively, clients can pay management fees separately from brokerage expenses and transaction costs. RFP Asset Management, a specialized strategy for qualified clients only, has a separate fee schedule or a performance-based fee option.

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Location

1380 W. Paces Ferry Road Nw, Suite 2105, Atlanta, GA, 30327

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is the CEO of Pierson Farm, a farming business, since 2007. He dedicates minimal time to this activity.

Employment History
Current Registrations
Pierson Wealth Management
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
February 2013 - April 2018 · 5 yrs 2 mos
Raymond James & Associates, INC.Broker
February 2013 - April 2018 · 5 yrs 2 mos
Morgan Keegan & Company, INC.Broker
January 2009 - February 2013 · 4 yrs 1 mo
Morgan Keegan & Company, INC.
January 2009 - February 2013 · 4 yrs 1 mo
RBC Capital Markets Corporation
March 2006 - January 2009 · 2 yrs 10 mos
RBC Capital Markets CorporationBroker
February 2006 - January 2009 · 2 yrs 11 mos
Citigroup Global Markets INC.
April 2003 - March 2006 · 2 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - March 2006 · 12 yrs 8 mos
Lehman Brothers INC.Broker
December 1988 - July 1993 · 4 yrs 7 mos
Thomson Mckinnon Securities INC.Broker
April 1984 - December 1988 · 4 yrs 8 mos
State Registrations2 states
GATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.