user avatar

Paige Pierce

Advisor at Pierce Wealth Partners, Inc.

Updated today
Pierce Wealth Partners, Inc. logo

Firm

Pierce Wealth Partners, Inc.

Location

Fort Worth, TX 76116

Credentials

Series 66

Industry experience

37 years

About

Paige Pierce is a financial advisor with Pierce Wealth Partners, Inc. in Fort Worth, TX, holding a Series 66 designation and bringing 37 years of industry experience. Her prior roles include positions at Bley Investment Group, McLaughlin Ryder Investments, Larimer Capital Corporation, and R. W. Smith & Associates. She is also the founder, president, and CEO of The Pierce Group, LLC, a consulting firm based in Utah, and serves on the boards of eToro USA Securities, Inc. and Revivea, an independent insurance advisory firm. Pierce Wealth Partners provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and businesses. The firm offers tailored portfolio management and written financial plans, operating proprietary wrap fee programs through its affiliation with a woman-owned, WBE-certified broker-dealer.

Client services

Based on Pierce Wealth Partners, Inc.

Financial planning Portfolio management

Expertise

Based on Pierce Wealth Partners, Inc.

Wealth management

Fee options

Other

Minimum fee: There may be a minimum fee to maintain an account in the wrap fee program; specific amount not stated.

Location

6300 Ridglea Place, Suite 508

Fort Worth, TX 76116

Most active in

Colorado · Maryland · Texas · Virginia

Work history

Pierce Wealth Partners, Inc.

2021 - Present (5 years)

Bley Investment Group, Inc.

2021 - Present (5 years)

McLaughlin Ryder Investments, Inc.

2020 - 2021 (1 year)

Larimer Capital Corporation

2017 - 2020 (3 years)

Unemployed

2017 - 2017 (1 year)

R. W. Smith & Associates, Inc.

2004 - 2017 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
user avatar

Lacy R

CFP®, Series 66

Fort Worth, TX

The Dedicated Dollar

Passive / index investing Tax-loss harvesting Cash flow / budgeting Business ownership considerations
user avatar

Matthew B

Series 63, Series 65

Aledo, TX

Harvest Capital Management

Annuities
user avatar

Alphonsus P

Series 63, Series 65

Bedford, TX

Corporate & Institutional Services, LLC

Retired Founder/Business Owner
user avatar

Edward W

Series 65

Fort Worth, TX

EMW Capital Advisors, LLC

Active portfolio management Concentrated stock management

Ben E

CFP®

Fort Worth, TX

Earls Financial

Ben is a CERTIFIED FINANCIAL PLANNER® PROFESSIONAL specializing in helping (pre)retirees preserve their wealth over the long-term. Brenda is the Operations Manager and specializes in making things happen at the firm. Together, we’ve made it our life’s work to help (pre)retirees enjoy and preserve the payoff from their life’s work. We save our clients time, money, and stress as they mitigate retirement risks and answer THE critical retirement income question. We're going beyond the financial industry's traditional framing of "wealth preservation" with a straightforward approach to your retirement income plan and long-term investing.

General retirement planning Wealth management Widow/Widower Baby Boomers (Born 1946-1964)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")