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CFP

Edward Lara

Pierce Wealth Partners, INC.
54 Years of Experience
Breckenridge, CO
2 DisclosuresBroker
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Edward Lara is a CFP-designated registered investment advisor at Pierce Wealth Partners, INC., based in Breckenridge, CO, with 54 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 51 clients with $69M in assets under management.

Pierce Wealth Partners, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
51 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$68.7M

Fee Structure

Planning is included in investment management

Pierce Wealth Partners charges annualized management fees based on a percentage of the value of the assets in your portfolio, billed quarterly in arrears. Specific fee amounts and wrap fee program structures are detailed in the separate Wrap Fee Brochure. Financial planning is included at no additional cost for clients who have $2,000,000 or more in investible assets managed by Pierce Wealth Partners.

View Full SEC Brochure

Location

Breckenridge, CO

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2016
Closed-No Action
Regulatory
October 1994
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Edward owns E. Ronald Lara Inc., a tax structured company, and is an officer for Seldom Acres H.O.A., dedicating minimal time to each. He is also affiliated with Pierce Wealth Partners and serves on the investment committee for the National Repertory Orchestra, spending a few hours per week on the latter.

Employment History
Current Registrations
Pierce Wealth Partners, INC.
March 2023 - Present · 3 yrs 7 mos
Bley Investment Group, INC.
September 2021 - Present · 5 yrs 1 mo
Bley Investment Group, INC.Broker
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Stratos Wealth Advisors LLC
December 2021 - January 2022 · 1 mo
Xml Financial Group
February 2019 - July 2020 · 1 yr 5 mos
Xml SecuritiesBroker
June 2008 - July 2020 · 12 yrs 1 mo
Lara, May & Associates, LLC
January 2008 - February 2019 · 11 yrs 1 mo
Lara, Shull & May, LTD.
July 1999 - December 2007 · 8 yrs 5 mos
The Lara Group, LTD
August 1993 - June 2010 · 16 yrs 10 mos
Lara, Shull & May, LTDBroker
June 1982 - June 2008 · 26 yrs
Voss & CO., INC.Broker
March 1981 - July 1982 · 1 yr 4 mos
Derand Investment Corporation of AmericaBroker
November 1970 - May 1981 · 10 yrs 6 mos
State Registrations7 states
CACODEFLMDTXVA
AdvisorBrokerBoth

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.
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