Mission Street Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mission Street Wealth Planning (MSWP) advises individuals, families, small business owners, health care professionals, qualified retirement plans and nonprofit or corporate investment committees, offering comprehensive and limited-scope (à la carte) financial planning and ongoing portfolio management. The firm prepares individualized Investment Policy Statements (IPS) and uses those IPSs to guide recommendations and account administration for each client.
MSWP’s investment approach emphasizes diversified, asset-class exposure grounded in academic research, avoiding stock picking and market timing while focusing on investor behavior and long-term discipline. The firm operates on a non-discretionary basis, requiring client approval for implementation of strategies and trades described in each client’s IPS.
What distinguishes MSWP is its non-discretionary model at scale: as of December 31, 2025 the firm reported $0 in discretionary assets and approximately $42.1 million in non-discretionary assets under administration, and it relies on a single third‑party account administrator (Focus Partners Advisor Solutions, LLC, or FPAS) to implement portfolios and provide proprietary SA Funds in some cases. The brochure discloses the resulting conflicts of interest (including fee arrangements and the sole‑provider relationship) and also states there are no material legal or disciplinary events involving the firm or its principal.
Client services
Expertise
Fee options
Comprehensive Financial Planning: $500 to $20,000 one-time upfront fee; Á La Carte Financial Planning: $250 to $1,500 flat fee
$0 - $10,000,000: 0.95% annually (0.2375% quarterly) >$10,000,000+: Negotiable
Main office
See office251 S. Lake Ave., #800
Pasadena CA 91101
Advisors at this office
1
Offices (3)
Most active in
California
Also doing business as
G. E. Pia & Company · G. E. Pia & Company, Inc. · G.E. Pia & Company, Inc. · Gary Ernest Pia · Mission Street Wealth Planning · Pia, Gary Ernest
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Gary P
CFP®, Series 63
South Pasadena, CA
Mission Street Wealth Planning
Gary Pia is a CFP® professional with 38 years of industry experience. He has been with Mission Street Wealth Planning since 1986 and previously worked for the City of South Pasadena from 2012 to 2022. Mission Street Wealth Planning advises individuals, families, small business owners, health care professionals, qualified retirement plans, and nonprofit or corporate investment committees. The firm provides comprehensive and limited-scope financial planning and portfolio management, emphasizing a non-discretionary, research-based investment approach focused on diversified asset-class exposure and long-term investor behavior.
Brenna C
Series 65
Pasadena, CA
Mission Street Wealth Planning
Brenna Cancilla is a financial advisor at Mission Street Wealth Planning with a Series 65 credential and one year of industry experience. She has worked at Mission Street Wealth Planning since 2023 and is also involved with CicLAvia, a nonprofit organization that hosts large community events in Los Angeles encouraging biking and walking. Mission Street Wealth Planning advises individuals, families, small business owners, health care professionals, and various committees, providing comprehensive and limited-scope financial planning alongside portfolio management. The firm emphasizes a diversified, research-based investment approach and operates on a non-discretionary basis, requiring client approval for all strategies and trades.
Patricia A
Series 63, Series 66
Pasadena, CA
Mission Street Wealth Planning
Patricia Alexander is a financial advisor with Mission Street Wealth Planning in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with Mission Street Wealth Planning since 2003 and also serves as a professional fiduciary advisor at Private Trust Management Group, where she acts as a private trustee and estate administrator. Mission Street Wealth Planning provides financial planning and portfolio management services to individuals, families, small business owners, health care professionals, and various committees, emphasizing diversified, research-based investment strategies implemented on a non-discretionary basis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)