Brian Carter
Pierson Wealth Management · Atlanta, Georgia
Brian Carter is a fee-only financial advisor at Pierson Wealth Management in Atlanta, Georgia. Brian focuses on retirement planning, small business owners and equity compensation. Pierson Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Founders
- Multi-generational families
- Divorced individuals
Facts
| Firm | Pierson Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $192.0M across 644 accounts |
| SEC registration | Investment adviser representative in GA · CRD 6337382 |
| Exams passed | Series 63 (2014) · Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.piersonwealth.com |
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Questions about Brian
Is Brian Carter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Pierson Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Pierson Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Carter based?
Brian Carter is based in Atlanta, Georgia.
What does Brian specialize in?
Brian's specialties include retirement planning, small business owners and equity compensation. Brian works with executives, retirees, pre-retirees, founders and multi-generational families.
Is Brian Carter registered with the SEC?
Yes. Brian Carter is registered as an investment adviser representative in GA (CRD 6337382), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pierson Wealth Management manage?
Pierson Wealth Management reports $192.0M across 644 accounts in assets under management.
How do I contact Brian Carter?
Through Brian's website, www.piersonwealth.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
- Pierson Wealth Management 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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