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Pierson Wealth Management

Updated today

Client assets under management

$165,457,840

Clients

255

30% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

128

Very High

Average account size

$648,854

About

Pierson Wealth Management provides discretionary and non‑discretionary portfolio management together with limited financial planning and retirement‑plan consulting for individuals, high‑net‑worth clients, corporations, trusts, estates, charitable organizations and plan participants. As of March 10, 2026, the firm reported managing approximately $191.96 million on a discretionary basis.

The firm develops a customized Investment Plan for each client and implements strategies that include ETF‑based tactical allocations, Point & Figure technical analysis, and, for some clients, principles of modern portfolio theory. Pierson also employs trading tools such as options and margin in appropriate accounts and operates an RFP Asset Management “Focus 5” large‑cap growth strategy that holds five stocks selected from a 30‑stock universe using a daily relative‑strength ranking and rebalances only when holdings change.

Pierson sponsors an adviser‑run wrap fee program that bundles management, custody and execution costs, and the brochure discloses the firm retains any portion of wrap fees not paid to third parties — a practice the firm notes can create a potential disincentive to trade. The RFP Asset Management offering may charge performance‑based fees to qualified clients and engages in side‑by‑side management with non‑performance fee accounts, making its concentrated, rules‑based Focus 5 model and fee flexibility notable features relative to many peers.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0+: Up to 2.0% annually (individually negotiated, no specific tiers provided) $0 - $5 million: 1.50% $5 million - $10 million: 1.00% $10 million - $25 million: 0.50% $25 million+: 0.25%

Performance-based

20% of yearly portfolio performance above an agreed-upon benchmark (qualified clients only)

Main office location

Pierson Wealth Management

1380 W. Paces Ferry Road Nw, Suite 2105

Atlanta GA 30327, United States

Number of offices

1

Most active in

Alabama · Florida · Georgia · Illinois · Louisiana · North Carolina · South Carolina · Texas · Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Robert P

CFP®, Series 63, Series 65

Atlanta, GA

Pierson Wealth Management

Robert Pierson is a CFP® with 41 years of industry experience, currently serving as an advisor at Pierson Wealth Management since 2018. He previously worked at Raymond James & Associates, Inc. for five years. Outside of his advisory role, he is the CEO of Pierson Farm, a farming business located in Culloden, GA. Pierson Wealth Management is a supported advisory firm with three advisors managing approximately $362 million for about 403 clients. The firm provides discretionary and non-discretionary portfolio management, retirement plan consulting, and participant-level investment advice, employing customized strategies such as ETF-based tactical allocations and a concentrated large-cap U.S. growth model known as the “Focus 5” strategy.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

William G

Series 65

Atlanta, GA

Pierson Wealth Management

William Ginsburg is a financial advisor at Pierson Wealth Management in Atlanta, GA, holding a Series 65 designation. He has one year of industry experience and previously worked at OTR Solutions, Vector Wealth Strategies, CAPSCO, JnJ Apparel, and Maynard Cooper & Gale. He was also a full-time student for ten years prior to his advisory career. Pierson Wealth Management is a supported advisory firm with three advisors managing approximately $362 million for about 403 clients. The firm provides discretionary and non-discretionary portfolio management, retirement plan consulting, and participant-level investment advice, using customized strategies that include ETF-based tactical allocations and a concentrated large-cap U.S. growth model.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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