Advisor at Pennant Wealth Management LLC
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
Pennant Wealth Management LLC
Location
Avon, OH
Credentials
CFP®, Series 65
Industry experience
8 years
Robert Pearce is a Certified Financial Planner® with eight years of industry experience. He is the sole advisor at Pennant Wealth Management LLC, where he has worked since 2024. Prior to this, he spent seven years at Mercuri Asset Management and twelve years at IMG Action Sports. Pennant Wealth Management LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a goals-based, asset-allocation strategy using a mix of passive and active investments and offers services including investment management, financial planning, retirement plan consulting, and educational seminars.
Based on Pennant Wealth Management LLC
Based on Pennant Wealth Management LLC
Financial Planning fixed fees range from $1,500 to $10,000; Educational Seminars fees range from $500 to $1,500 per seminar.
$0 - $250,000: 1.50% $250,001 - $750,000: 1.25% $750,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
Financial Planning hourly rate: $300/hour.
Fee-only: Fee-only firm; compensated solely by client fees, no commissions or sales-related compensation.
Avon, OH
California · Ohio
Pennant Wealth Management LLC
2024 - Present (2 years)
Mercuri Asset Management
2017 - 2024 (7 years)
IMG Action Sports
2005 - 2017 (12 years)
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
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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.
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