Gary Pia
Gary Pia is a CFP-designated registered investment advisor at Mission Street Wealth Planning, based in South Pasadena, CA, with 39 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more. Their firm serves 39 clients with $42M 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 $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees are negotiable. Third-party account administration fees by Focus Partners Advisor Solutions apply separately ranging from 0.15% to 0.50% of assets.
Fee Estimator
Contact
Gary Pia
Location
South Pasadena, CA
Get directionsHistory
Regulatory History (1)
Regulatory
March 2001Employment History
Current Registrations
Mission Street Wealth Planning
Previous Registrations
The Leaders Group, INC.Broker
Financial West GroupBroker
Christopher Weil & Company, INCBroker
Transamerica Financial Resources, INC.Broker
State Registrations1 state
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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