Craig Pierce
Advisor at SEIA
Updated today
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
SEIA
Location
Los Angeles, CA 90067
Credentials
Series 63, Series 65
Industry experience
20 years
About
Craig Pierce is a financial advisor with SEIA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining SEIA and SES LLC in 2026, he worked at First Trust Portfolios L.P. for 21 years. He also serves as a Business Development Officer at SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, retirement plan consulting, and investment consulting services. The firm employs a research-driven investment process combining strategic macro asset allocation with tactical adjustments, offering both discretionary and non-discretionary managed-account programs.
Client services
Based on SEIA
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Fee options
Financial Planning one-time fixed fees; Retirement Plan Consulting flat fees possible
$250,000 - $999,999: 0.90% - 1.50% (Equity/Blended portfolios) $1,000,000 - $2,499,999: 0.70% - 1.30% (Equity/Blended portfolios) $2,500,000 - $4,999,999: 0.60% - 1.20% (Equity/Blended portfolios) $5,000,000 - $9,999,999: 0.50% - 1.10% (Equity/Blended portfolios) $10,000,000+: Negotiable (Equity/Blended portfolios) $250,000 - $999,999: 0.45% - 1.00% (Fixed-Income portfolios) $1,000,000 - $2,499,999: 0.40% - 0.90% (Fixed-Income portfolios) $2,500,000 - $4,999,999: 0.35% - 0.80% (Fixed-Income portfolios) $5,000,000 - $9,999,999: 0.25% - 0.70% (Fixed-Income portfolios) $10,000,000+: Negotiable (Fixed-Income portfolios)
Investment Consulting hourly fees range from $200 to $1,000 per hour; Retirement Plan Consulting hourly fees range $200 to $1,000 per hour
Account minimum: $250,000 (for Investment Management Equity/Blended portfolios household minimum); $500,000 (for Investment Management Fixed-Income portfolios household minimum); $350,000 (recommended minimum for Investment Consulting, smaller portfolios may be accepted at discretion); $100,000 (minimum for AssetMark Platform, may be waived at discretion); no minimum for Retirement Plan Consulting Fee-only: Financial Planning one-time fixed fees (up to $1,200 retainer possible), On-Going Financial Planning fees: 0.03% to 0.60% annually (added on to investment management fee)
Location
2121 Avenue Of The Stars, Suite 1600
Los Angeles, CA 90067
Most active in
Craig P has reported serving >5 clients in these states in the last 12 months.
California
Work history
Seia Llc
2026 - Present (1 year)
SES LLC
2026 - Present (1 year)
First Trust Portfolios L.P.
2005 - 2026 (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Aaron K
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
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