# Gary Pia

> Gary Pia is a fee-only financial advisor at Mission Street Wealth Planning in South Pasadena, California, who holds the CFP credential. Gary focuses on retirement planning and estate & legacy planning. Mission Street Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gary-pia/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Mission Street Wealth Planning
- **Based in:** South Pasadena, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $42.1M across 55 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 856549 (https://adviserinfo.sec.gov/individual/summary/856549)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2000)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://missionstreetwealth.com

## Frequently asked questions

### Is Gary Pia a fee-only financial advisor?

Yes. Gary Pia is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gary's firm.

### How does Gary charge for financial advice?

Gary's firm, Mission Street Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Gary Pia based?

Gary Pia is based in South Pasadena, California.

### What does Gary specialize in?

Gary's specialties include retirement planning and estate & legacy planning. Gary works with retirees and pre-retirees.

### What credentials does Gary Pia hold?

Gary Pia holds the CFP credential.

### Is Gary Pia registered with the SEC?

Yes. Gary Pia is registered as an investment adviser representative in CA (CRD 856549), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Mission Street Wealth Planning manage?

Mission Street Wealth Planning reports $42.1M across 55 accounts in assets under management.

### How do I contact Gary Pia?

Through Gary's website, missionstreetwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49850): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://missionstreetwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.