Advisor at Truevine Family Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Truevine Family Wealth
Location
Naples, FL 34109
Credentials
CFP®, Series 66
Industry experience
12 years
Aaron Pierce is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He is the sole advisor at TrueVine Family Wealth, an independent registered investment adviser he joined in 2024. His prior experience includes roles at Mutual Trust Advisory Group, UBS Financial Inc., US Trust Bank of America Private Wealth, and Merrill. Pierce is also a licensed insurance agent in Florida. TrueVine Family Wealth provides discretionary portfolio management, financial planning, and consulting services primarily to individuals and high-net-worth clients. The firm employs a comprehensive investment process that integrates cyclical, fundamental, modern portfolio theory, and quantitative analysis, offering access to a broad range of investment vehicles and third-party money managers.
Based on Truevine Family Wealth
Fixed financial planning fees between $500 and $10,000; fixed consulting fees between $15,000 and $500,000
$0 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.70% $5,000,000 - $9,999,999: 0.45% $10,000,000+: 0.25%
Adviser's representative may accept commissions for sale of insurance products; commissions are not primary compensation
Hourly financial planning and consulting fees between $300 and $600
Fee-only: Financial planning fixed fees between $500 and $10,000; hourly fees between $300 and $600; Consulting fixed fees between $15,000 and $500,000; hourly fees between $300 and $600
9045 Strada Stell Court, Suite 106
Naples, FL 34109
Florida
TrueVine Family Wealth, LLC
2024 - Present (2 years)
Mutual Trust Advisory Group, Inc.
2020 - Present (6 years)
UBS Financial Inc.
2018 - 2020 (2 years)
US Trust, Bank of America Private Wealth
2016 - 2017 (1 year)
Merrill
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Sanibel, FL
Bloomfield Asset Management, Inc.
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CPK Wealth Management LLC
CFP®, Series 65, Series 66
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River Tree Capital Management
Series 66
Naples, FL
Berger Wealth Management, LLC
Series 66
Fort Myers, FL
Broaden Wealth LLC
CFP®, Series 65
Bonita Springs, FL
C. O. Overbey, Jr LLC
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