Robert Pearce
Pennant Wealth Management · Avon, Ohio
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.
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Facts
| Firm | Pennant Wealth Management |
|---|---|
| Based in | Avon, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.3M across 52 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, OH · CRD 6825431 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Robert's firm compares
- Pennant Wealth Management's average account is about $63,000, from its Form ADV (assets managed divided by 52 accounts).
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Questions about Robert
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.
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
- 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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