Gary Pia
Mission Street Wealth Planning · South Pasadena, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $42.1M across 55 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 856549 |
| Exams passed | Series 63 (2000) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | missionstreetwealth.com |
How Gary's firm compares
- Mission Street Wealth Planning's average account is about $765,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about Gary
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Mission Street Wealth Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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