Pierre Bigby is a CFP-designated registered investment advisor at Bigby Financial Planning, LLC, based in Lewis Center, OH, with 20 years of industry experience. Pierre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 42 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Minimum annual fee is $5,000. All fees are negotiable. Assets held outside of Charles Schwab may be assessed an annual fee of 0.5%.
Fee Estimator
Location
Lewis Center, OH
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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 →Employment History
Current Registrations
Bigby Financial Planning, LLC
Previous Registrations
Vawter Financial LTD
Vawter Financial LTD
State Registrations2 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.
Exams
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