Aaron Pierce
TrueVine Family Wealth · Naples, Florida
Aaron Pierce is a fee-only financial advisor at TrueVine Family Wealth in Naples, Florida, who holds the CFP credential. Aaron focuses on family wealth transfer, founders (pre-exit) and estate & legacy planning. TrueVine Family Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | TrueVine Family Wealth |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $73.2M across 96 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6145041 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | truevinefw.com |
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Questions about Aaron
Is Aaron Pierce a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and TrueVine Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, TrueVine Family Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Aaron Pierce based?
Aaron Pierce is based in Naples, Florida.
What does Aaron specialize in?
Aaron's specialties include family wealth transfer, founders (pre-exit), estate & legacy planning, tax planning and retirement planning. Aaron works with founders, ultra high net worth and multi-generational families.
What credentials does Aaron Pierce hold?
Aaron Pierce holds the CFP credential.
Is Aaron Pierce registered with the SEC?
Yes. Aaron Pierce is registered as an investment adviser representative in FL (CRD 6145041), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TrueVine Family Wealth manage?
TrueVine Family Wealth reports $73.2M across 96 accounts in assets under management.
How do I contact Aaron Pierce?
Through Aaron's website, truevinefw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- TrueVine Family Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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