A complete list of active advisors currently associated with Pearson Financial Services
Warmer can help you find a great advisor at Pearson Financial Services or one who fits your needs even better.
Pearson Financial Services provides comprehensive financial planning and asset allocation/portfolio monitoring for individuals and families, as well as trusts and estates. The firm offers both wrap‑fee and non‑wrap fee arrangements, reports approximately $780 million in assets under advisement (as of December 31, 2025), and generally charges asset‑based advisory fees that may be deducted from custodian accounts. Pearson delivers non‑discretionary, team‑based wealth management: advisors gather detailed client information, construct customized allocations that rely largely on mutual funds and Vanguard index ETFs, and monitor portfolios periodically while contacting clients before implementing changes. Its stated investment methods include modern portfolio theory and long‑term purchase strategies, and the firm emphasizes coordinating investment, tax, and estate planning within its process. A number of features in the brochure are uncommon among comparable team firms: some advisory representatives are dually registered as broker‑dealer registered representatives (and may receive commissions in addition to advisory fees), the firm sponsors a PFS wrap fee program, and the firm has affiliated legal and accounting relationships where owners or supervised persons operate a law practice and provide paid accounting services. These affiliations and commission arrangements are disclosed in the brochure and managed through written agreements, supervisory oversight, and the firm’s Code of Ethics; the firm also does not accept discretionary trading authority and leaves proxy voting to clients.
To learn more about the advisors currently working at Pearson Financial Services, 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 |
|---|---|---|
Dennis, MA
| 24
| |
Dennis, MA
| 22
| |
Dennis, MA
| 19
| |
Dennis, MA
| 18
| |
Dennis, MA
| 27
|
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