J
J. Pierre Masse
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,139,705
Clients
9
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
LowAverage account size
$459,967
About
The firm is an independent registered investment adviser that serves individual clients, including some higher‑net‑worth households, and offers financial planning together with discretionary portfolio management. As of December 31, 2025 the firm reported approximately $4.14 million in regulatory assets under management across nine client accounts.
The adviser relies on fundamental security analysis and a relatively conservative, asset‑allocation approach, deploying stocks, bonds, mutual funds, ETFs, government securities and, when appropriate, options, with monthly portfolio reviews. Services are tailored through consultations and written plans, and clients may impose investment restrictions; most accounts are managed on a discretionary basis under a limited power of attorney.
Notable features for a firm of this size include its very small client roster and infrequent trading, which limits opportunities to aggregate orders and contributes to a hands‑on relationship model. The adviser does not accept commissions or hold securities licenses, does not vote client proxies (clients receive proxy materials directly), and is deemed to have custody for regulatory purposes only when custodians deduct advisory fees.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
General estate planning guidance
Fee options
Written financial plan fees range from $200 to $2,000 depending on complexity
Up to $150/hour
Fee-only: Hourly fee up to $150/hour; Written financial plan fees from $200 to $2,000
Main office location
J. Pierre Masse
510 Meadowmont Village Circle, #360
Chapel Hill NC 27517-7584, United States
Number of offices
1
Most active in
J. Pierre Masse has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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