Pierce Wealth Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pierce Wealth Partners provides investment advisory and financial planning services to individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations, and businesses. Services include portfolio management (discretionary and non‑discretionary), written financial plans, and access to a proprietary wrap fee program.
The firm centers client relationships on comprehensive financial planning and constructs strategically allocated portfolios using mutual funds, ETFs, individual equities, fixed income and other instruments, with legacy holdings evaluated for portfolio fit and tax considerations. Financial planning is described as core to the relationship and is included with advisory services for clients with $2,000,000 or more in investible assets managed by the firm.
Pierce Wealth Partners is affiliated with and routes advisory business through a woman‑owned, certified broker‑dealer (Bley Investment Group), and operates proprietary wrap fee programs that require use of that broker‑dealer for execution; these structural ties and the firm’s dual‑registration of adviser representatives with the broker‑dealer are uncommon among peers and are disclosed as potential conflicts of interest. Some supervised persons are also licensed to sell insurance and may receive separate commissions for insurance products, a further affiliation the firm discloses and manages through policies and client disclosure.
Client services
Expertise
Demographic focus
Fee options
Certain Investment Adviser Representatives are licensed as broker-dealer registered representatives and may earn commissions from non-advisory brokerage accounts through Bley Investment Group, Inc. (BIG). These commissions are separate and in addition to PWP’s advisory fees.
Minimum fee: There may be a minimum fee to maintain the wrap fee program account (specific amount not stated). Fee-only: Financial Planning fees: Standard Financial Plan - 10 basis points (bps) of net worth (e.g., $1,000 per $1 million net worth); Complex Financial Plan - 20 bps of net worth. Included with advisory services for clients with $2,000,000 or more of investible assets managed by PWP.
Main office
See office6300 Ridglea Place, Suite 508
Fort Worth TX 76116
Advisors at this office
1
Offices (2)
Most active in
Colorado · Maryland · Texas · Virginia
Also doing business as
Bley Investment Group, Inc. · Pierce Wealth Partners, Inc.
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Paige P
Series 66
Fort Worth, TX
Pierce Wealth Partners, Inc.
Paige Pierce is a financial advisor with Pierce Wealth Partners, Inc. in Fort Worth, TX, holding a Series 66 designation and bringing 37 years of industry experience. Her prior roles include positions at Bley Investment Group, McLaughlin Ryder Investments, Larimer Capital Corporation, and R. W. Smith & Associates. She is also the founder, president, and CEO of The Pierce Group, LLC, a consulting firm based in Utah, and serves on the boards of eToro USA Securities, Inc. and Revivea, an independent insurance advisory firm. Pierce Wealth Partners provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and businesses. The firm offers tailored portfolio management and written financial plans, operating proprietary wrap fee programs through its affiliation with a woman-owned, WBE-certified broker-dealer.
Edward L
CFP®, Series 63, Series 65
Breckenridge, CO
Pierce Wealth Partners, Inc.
Edward Lara is a CFP® professional with over 54 years of industry experience. He is currently with Pierce Wealth Partners, Inc., where he has worked since 2021, and previously operated his own firm, Lara, May & Associates, LLC, for 11 years. Outside of his advisory work, he serves on the investment committee for the National Repertory Orchestra, reviewing investment recommendations for its endowments. Pierce Wealth Partners provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and businesses. The firm offers tailored portfolio management and written financial plans, combining active and passive investment strategies, and operates proprietary wrap fee programs through its affiliation with a woman-owned, WBE-certified broker-dealer.
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