Robert Pierson
Pierson Wealth Management · Atlanta, Georgia
Robert Pierson is a fee-only financial advisor at Pierson Wealth Management in Atlanta, Georgia, who holds the CFP credential. Robert focuses on retirement planning, small business owners and equity compensation. Pierson Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Founders
- Multi-generational families
- Divorced individuals
Facts
| Firm | Pierson Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $192.0M across 644 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 1257409 |
| Exams passed | Series 63 (1984) · Series 65 (1993) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.piersonwealth.com |
| Profile |
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Questions about Robert
Is Robert Pierson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Pierson 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, Pierson Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Pierson based?
Robert Pierson is based in Atlanta, Georgia.
What does Robert specialize in?
Robert's specialties include retirement planning, small business owners and equity compensation. Robert works with executives, retirees, pre-retirees, founders and multi-generational families.
What credentials does Robert Pierson hold?
Robert Pierson holds the CFP credential.
Is Robert Pierson registered with the SEC?
Yes. Robert Pierson is registered as an investment adviser representative in GA and TX (CRD 1257409), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pierson Wealth Management manage?
Pierson Wealth Management reports $192.0M across 644 accounts in assets under management.
How do I contact Robert Pierson?
Through Robert's website, www.piersonwealth.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
- Pierson Wealth Management 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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