A complete list of active advisors currently associated with Pearl Planning
Warmer can help you find a great advisor at Pearl Planning or one who fits your needs even better.
Pearl Planning advises individuals (including high‑net‑worth clients), qualified retirement plans, trusts, estates, and business owners, offering discretionary and non‑discretionary portfolio management alongside integrated financial planning and consulting. The firm states that financial planning is included for advisory clients and also provides stand‑alone planning and retirement plan consulting engagements. The firm builds client‑specific allocations across equities, fixed income, mutual funds, ETFs, private and alternative strategies, and structured products, and it may recommend independent sub‑advisors or managed programs through custodians such as Raymond James, Schwab, Fidelity, or Altruist. Pearl Planning also uses third‑party tools and arrangements described in its brochure — for example, the Pontera platform to manage held‑away accounts (401(k)s, annuities, 529s) with tax‑efficient asset location and opportunistic rebalancing, and outsourced trading support for execution. Compared with many peers, the firm’s brochure discloses that it uses endorsements and promotes third‑party ratings in its advertising, practices that its filing notes are uncommon among similar team firms. The brochure also highlights several operational features that may be atypical for a firm of its size: participation in a Federally Insured Cash Account (FICA) cash management program, use of the Pontera held‑away platform, recent SEC registration in 2025, and the use of AI‑assisted client relationship tools.
To learn more about the advisors currently working at Pearl Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dexter, MI
| 0
| |
Dexter, MI
| 2
| |
Dexter, MI
| 22
| |
Dexter, MI
| 13
| |
Dexter, MI
| 0
| |
Dexter, MI
| 8
|
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