# Robert Pearce

> Robert Pearce is a fee-only financial advisor at Pennant Wealth Management in Avon, Ohio, who holds the CFP credential. Pennant Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-pearce/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Pennant Wealth Management
- **Based in:** Avon, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $3.3M across 52 accounts
- **Credentials:** CFP
- **CRD:** 6825431 (https://adviserinfo.sec.gov/individual/summary/6825431)
- **SEC registration:** Investment adviser representative in CA, OH
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Robert Pearce a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Pennant Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, Pennant Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Pearce based?

Robert Pearce is based in Avon, Ohio.

### What credentials does Robert Pearce hold?

Robert Pearce holds the CFP credential.

### Is Robert Pearce registered with the SEC?

Yes. Robert Pearce is registered as an investment adviser representative in CA and OH (CRD 6825431), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pennant Wealth Management manage?

Pennant Wealth Management reports $3.3M across 52 accounts in assets under management.

### How do I contact Robert Pearce?

Contact details aren't on file yet. Search for Pennant Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6825431): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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