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 Financial Planning & Coaching, Gen X, Investment Management, Retirement Planning. Their firm serves 39 clients with $42M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
39 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$42.1M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Gary Pia
Location
South Pasadena, CA
Get directionsHistory
Regulatory History (1)
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Regulatory
March 2001Final
Employment History
Current Registrations
Mission Street Wealth Planning
October 2001 - Present · 24 yrs 5 mos
Previous Registrations
The Leaders Group, INC.Broker
May 2000 - October 2007 · 7 yrs 5 mos
Financial West GroupBroker
October 1987 - April 1995 · 7 yrs 6 mos
Christopher Weil & Company, INCBroker
January 1986 - July 1987 · 1 yr 6 mos
Transamerica Financial Resources, INC.Broker
November 1981 - February 1986 · 4 yrs 3 mos
State Registrations1 state
CA
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.
Contact
Gary Pia