George Pierce
Invest · Lexington, Kentucky
George Pierce is a fee-only financial advisor at Invest in Lexington, Kentucky. George charges hourly fees and an ongoing planning fee and focuses on retirement planning and equity compensation.
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Specialties
Facts
| Firm | Invest |
|---|---|
| Based in | Lexington, Kentucky |
| Fee model | Hourly · Ongoing planning fee |
| Assets under management | $164.6M across 699 accounts |
| SEC registration | Investment adviser representative in KY · CRD 1515025 |
| Exams passed | Series 63 (1986) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | invest-lex.com |
How George's firm compares
- Invest's average account is about $235,000, from its Form ADV (assets managed divided by 699 accounts).
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Questions about George
Is George Pierce a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Invest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George charges hourly fees and an ongoing planning fee.
Where is George Pierce based?
George Pierce is based in Lexington, Kentucky.
What does George specialize in?
George's specialties include retirement planning and equity compensation.
Is George Pierce registered with the SEC?
Yes. George Pierce is registered as an investment adviser representative in KY (CRD 1515025), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Invest manage?
Invest reports $164.6M across 699 accounts in assets under management.
How do I contact George Pierce?
Through George's website, invest-lex.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
- Invest 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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