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Pearl Wealth Group

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Client assets under management

$102,909,000

Clients

273

8% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

137

Very High

Average account size

$376,956

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

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning

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Fee options

Fixed

Fixed fees for Full Written Financial Planning Option between $1,600 and $5,000 depending on complexity.

Percentage

$0 - $999,999: 1.5% $1,000,000+: 1.0%

Project-based

$250 per hour for Modular (segmented) Written Financial Plan Option; fees are negotiable.

Main office location

Pearl Wealth Group

Caledonia MI, United States

Number of offices

2

Most active in

More info

California · Florida · Georgia · Michigan · Missouri · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website (616) 726-2090

Advisors at this firm

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user avatar

Matthew M

Series 63, Series 65

Palm Harbor, FL

Pearl Wealth Group

Matthew Mckeown is a financial advisor at Pearl Wealth Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Sandy Morris Financial Services and Questar Capital Corporation. In addition to his advisory role, he is a licensed insurance agent offering life insurance, Medicare, and annuity products in Florida and other states. Pearl Wealth Group serves individual and high-net-worth clients by providing portfolio management and financial planning, utilizing a range of analysis methods and offering access to third-party money managers and sub-advisors. The firm’s principals are also licensed insurance agents and employ unique practices such as fee-sharing arrangements and the use of specific custodians.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning
user avatar

William B

Series 65

Caledonia, MI

Pearl Wealth Group

William Blackston is a financial advisor at Pearl Wealth Group with 14 years of industry experience. He holds a Series 65 designation and has worked previously at Sandy Morris Financial and Royal Fund Management, where he operated under Blackston Financial Advisory Group. In addition to his advisory role, he is a licensed insurance agent in Florida, offering life insurance, Medicare, annuities, and related services. Pearl Wealth Group serves individual and high-net-worth clients by providing portfolio management, financial planning, and access to third-party money managers and sub-advisors. The firm employs a range of investment analysis techniques and offers a variety of investment products, combining discretionary trading authority with documented client objectives.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning
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