Pier 42 Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,291,365
Clients
40
35% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$732,284
About
Pier 42 Advisors serves individuals (including high net-worth clients), real estate investors, charitable organizations, and businesses, and lists pension and profit-sharing plans among its client types. The firm provides wealth management and both ongoing and project-based financial planning, along with employee benefit plan consulting, tax return preparation for clients in ongoing planning engagements, and group educational seminars.
The firm operates on a fee-only, percentage-of-AUM advisory model and constructs portfolios using asset-allocation principles informed by Modern Portfolio Theory, combining passive and active strategies and, when appropriate, engaging third‑party Outside Managers. It also implements customized solutions such as laddered fixed‑income portfolios and direct indexing through TAMPs (First Ascent and Asset Dedication), and conducts periodic reviews tied to client goals and risk tolerance.
Noteworthy from the brochure is that Pier 42 provides portfolio management and consulting services for institutional retirement plans and pension sponsors—services that are relatively uncommon among peers of its size. The firm also offers public educational seminars and integrates tax return preparation and business‑owner planning into its advisory work, while using TAMP-based direct indexing and bespoke bond ladders to address tax efficiency and client cash‑flow needs.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Initial comprehensive financial plan fee up to $2,500 (may be waived or reduced); Project-Based Financial Planning fixed fees range from $2,500 to $20,000; Business Owner Planning fixed fees range from $2,500 to $12,500 quarterly or $5,000 to $25,000 semi-annually; Ongoing Financial Planning fixed fees range from $1,250 to $12,500 quarterly or $2,500 to $25,000 semi-annually; Educational seminars $0 - $10,000 per seminar.
$0 - $500,000: $5,000 flat fee $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,000+: 0.50%
$350 per hour for Project-Based Financial Planning
Account minimum: $500,000 minimum (may be reduced or waived on a case-by-case basis) Minimum fee: $5,000 minimum annual advisory fee for accounts $0 - $500,000 Fee-only: Fee-only advisory firm; no commissions accepted.
Main office location
Pier 42 Advisors
434 Route 134 Unit G6
South Dennis MA 02660, United States
Number of offices
2
Most active in
Pier 42 Advisors has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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.
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
Website
(508) 258-9300
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
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")