Pierson Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$165,457,840
Clients
255
Advisors
3
of 4 employees
About
Pierson Wealth Management provides discretionary and non‑discretionary portfolio management and limited goal‑planning services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and retirement plans and plan participants. The firm also offers retirement plan consulting and, for qualified clients, a separate large‑cap growth strategy marketed under RFP Asset Management.
The firm develops a Financial Profile and an individualized Investment Plan for each client and implements those plans using a mix of ETFs, mutual funds, individual equities and fixed‑income securities, applying fundamental, technical (including Point & Figure) and modern‑portfolio principles as appropriate. Its RFP Asset Management “Focus 5” model is rules‑based: a 30‑stock universe is ranked daily by relative strength and the top five holdings are kept until they fall in rank, with rebalancing occurring only when holdings change.
Compared with peers, Pierson is notable for sponsoring a wrap fee program that combines management, execution and custody services into an all‑inclusive billing arrangement — the brochure discloses that any portion of wrap fees not paid to third parties is retained by the firm, which may affect trading incentives. The firm also documents use of service providers that incorporate artificial intelligence and machine learning and states it conducts due diligence on those providers, and its concentrated five‑stock Focus 5 strategy is a relatively atypical, concentrated offering for a firm of its size.
Client services
Expertise
Fee options
$0+: Up to 2.0% annually (negotiated individually) Up to $5 million - $5 million: 1.50% $5 million - $10 million: 1.00% $10 million - $25 million: 0.50% $25 million+: 0.25%
Main office
1380 W. Paces Ferry Road NW, Suite 2105
Atlanta GA 30327
Advisors at this office
3
Most active in
Alabama · Florida · Georgia · Illinois · Louisiana · North Carolina · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Pierson Wealth · Pierson Wealth Management · Rfp Asset Management · Rfp Financial 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Quick links
Advisors at this firm
Robert P
CFP®, Series 63, Series 65
Atlanta, GA
Pierson Wealth Management
Robert Pierson is a CFP® with 42 years of industry experience. He is the principal advisor at Pierson Wealth Management in Atlanta, where he has worked since 2018, following five years at Raymond James & Associates. Outside of his advisory work, Pierson serves as CEO of Pierson Farm, a farming business in Culloden, GA. Pierson Wealth Management provides discretionary and non-discretionary portfolio management and limited goal-planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a mix of ETFs, mutual funds, individual equities, and fixed-income securities, employing fundamental, technical, and modern-portfolio principles, and offers a concentrated five-stock large-cap growth strategy under RFP Asset Management.
Brian C
Series 63, Series 65
Atlanta, GA
Pierson Wealth Management
Brian Carter is a financial advisor at Pierson Wealth Management in Atlanta, GA, with five years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates Inc and Forever Aligned Club. Pierson Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary portfolio management and limited goal-planning services. The firm uses a mix of ETFs, mutual funds, equities, and fixed-income securities guided by fundamental, technical, and modern portfolio principles, and offers a distinctive rules-based large-cap growth strategy through its Focus 5 model.
William G
Series 65
Atlanta, GA
Pierson Wealth Management
William Ginsburg is a financial advisor at Pierson Wealth Management in Atlanta, GA, holding a Series 65 designation. He began his advisory career in 2023 and has experience with several firms including Vector Wealth Strategies, OTR Solutions, and CAPSCO. Ginsburg was a full-time student for ten years prior to his current role. Pierson Wealth Management offers discretionary and non-discretionary portfolio management along with limited goal-planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a mix of ETFs, mutual funds, individual equities, and fixed-income securities using fundamental, technical, and modern-portfolio principles, and it is noted for its concentrated “Focus 5” large-cap growth strategy and a wrap fee program that combines management, execution, and custody into a single billing arrangement.
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