Paige Pierce
Paige Pierce is a registered investment advisor at Pierce Wealth Partners, INC., based in Fort Worth, TX, with 37 years of industry experience. Paige operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 36 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pierce Wealth Partners (PWP) offers several different wrap fee programs with different investment options and fee structures. The fees are calculated annually as a percentage of the value of the investments in your account. These fees cover advisory services, performance measurement, transaction costs, custody services, and trading. However, they do not cover the fees and expenses of any underlying exchange traded fund, closed-end funds, or mutual funds in the portfolio. PWP's Wrap Fee Brochure details the various fees associated with each program, and whether the fees are negotiable or not for each specific program.
Location
6300 Ridglea Place, Suite 508, Fort Worth, TX, 76116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paige is the Owner, President, and CEO of Pierce Wealth Partners, Inc., a registered investment firm, and spends about a quarter of her time on it. She is also a licensed insurance agent for life, accident, health, and HMO products, dedicating a few hours per week to this activity, and is involved with several other companies in board member or consulting roles.
Employment History
Current Registrations
Pierce Wealth Partners, INC.
Bley Investment Group, INC.Broker
Previous Registrations
Stratos Wealth Advisors LLC
Mclaughlin Ryder Investments, INC.
Mclaughlin Ryder Investments, INC.Broker
Larimer Capital CorporationBroker
R.W. Smith & Associates, LLCBroker
Agincourt, LTD.Broker
R.W. Smith & Associates, INC.Broker
R.W. Smith & Associates, INC.Broker
Ross, Sinclaire & Associates, INC.Broker
Exchange Securities CORP.Broker
R.W. Smith & Associates, INC.Broker
State Registrations15 states
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.