Steven Pierce
Pierce Financial · Ann Arbor, Michigan
Steven Pierce is a fee-only financial advisor at Pierce Financial in Ann Arbor, Michigan. Pierce Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Pierce Financial |
|---|---|
| Based in | Ann Arbor, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2M across 6 accounts |
| SEC registration | Investment adviser representative in MI · CRD 2568843 |
| Exams passed | Series 63 (1995) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.pfa2.com |
| Profile |
How Steven's firm compares
- Pierce Financial's average account is about $333,000, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Steven
Is Steven Pierce a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Pierce Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Pierce Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Steven Pierce based?
Steven Pierce is based in Ann Arbor, Michigan.
Is Steven Pierce registered with the SEC?
Yes. Steven Pierce is registered as an investment adviser representative in MI (CRD 2568843), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Pierce Financial manage?
Pierce Financial reports $2M across 6 accounts in assets under management.
How do I contact Steven Pierce?
Through Steven's website, www.pfa2.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
- 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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