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 is a SEC-registered investment adviser that serves individuals (including high‑net‑worth clients), retirement plans, trusts, estates and business entities. The four‑advisor team manages roughly $329 million for about 305 client relationships and provides discretionary and non‑discretionary portfolio management together with financial planning and retirement‑plan consulting. The firm allocates client assets across individual equities, fixed income, mutual funds, ETFs and private or alternative strategies and may recommend sub‑advisors or private investment funds where appropriate. Financial planning is included with investment management (stand‑alone planning is also offered), and the firm uses third‑party services for implementation — including an outsourced trader for trade execution and the Pontera platform to manage and rebalance “held‑away” accounts. Several operational and marketing practices distinguish Pearl Planning from many peers: its brochure discloses the use of endorsements and the advertising of third‑party ratings, and it recently added outsourced trading and the Pontera workflow to its service set. The firm also notes partnerships and optional programs—an online estate‑documentation service, participation in a Federally Insured Cash Account program, and occasional travel or marketing reimbursements from product distributors—that may be relevant to prospective clients assessing services or potential conflicts of interest.
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
| 1
| |
Dexter, MI
| 22
| |
Dexter, MI
| 12
| |
Dexter, MI
| 7
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")