Pearl Wealth Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pearl Wealth Group provides ongoing portfolio management and financial planning primarily to individual and high‑net‑worth clients, delivering tailored Investment Policy Statements and periodic account reviews. Services include discretionary portfolio management, modular and full financial plans, and referrals to third‑party money managers and sub‑advisors.
The firm typically constructs portfolios based on clients’ risk tolerance, income needs and time horizon, using model allocations alongside bespoke recommendations and written IPS documentation. Its investment process draws on multiple methods — charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — and it may delegate day‑to‑day management to sub‑advisors, including a named third‑party manager.
A notable feature is that the advisers are also licensed insurance agents and the firm recommends and can place insurance and annuity products, which the brochure discloses as a potential conflict of interest; PWG also receives fee‑sharing from some third‑party advisers it directs clients to. As a small, SEC‑registered advisory firm managing roughly $103 million, PWG requires clients to use particular custodians and discloses operational practices — for example, it does not aggregate trades across client accounts — that can affect execution and cost.
Client services
Expertise
Fee options
Fixed fees for Full Written Financial Planning Option between $1,600 and $5,000 depending on complexity.
$0 - $999,999: 1.5% $1,000,000+: 1.0%
$250 per hour for Modular (segmented) Written Financial Plan Option; fees are negotiable.
Main office
See officeCaledonia MI
Advisors at this office
1
Most active in
California · Florida · Georgia · Michigan · Missouri · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Tennessee · Texas
Also doing business as
Pear Wealth Group, LLC · Pearl Wealth Group · Pearl Wealth Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Quick links
Advisors at this firm
Matthew M
Series 63, Series 65
Palm Harbor, FL
Pearl Wealth Group
Matthew Mckeown Sr. is a financial advisor at Pearl Wealth Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Sandy Morris Financial Services and Sandy Morris Insurance Services. In addition to advisory work, he is a licensed insurance agent in Florida, offering life insurance, Medicare, and annuity products. Pearl Wealth Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, using a combination of quantitative and qualitative investment methods. The firm offers discretionary management, financial planning, and access to third-party money managers, with a notable inclusion of insurance and annuity products as part of its comprehensive service offering.
William B
Series 65
Caledonia, MI
Pearl Wealth Group
William Blackston is a Series 65 licensed financial advisor with 15 years of industry experience. He is currently with Pearl Wealth Group, where he has worked since 2021, and previously held roles at Sandy Morris Financial and Royal Fund Management. In addition to his advisory work, Blackston is a licensed insurance agent in Florida, offering life insurance, Medicare, annuities, and related services. Pearl Wealth Group provides ongoing portfolio management and financial planning primarily to individual and high-net-worth clients, using a combination of investment methodologies and tailored Investment Policy Statements. The firm offers discretionary portfolio management, modular and full financial plans, and may delegate day-to-day management to sub-advisors.
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”)