Pierson Wealth Management

What Pierson Wealth Management does

Pierson Wealth Management is a boutique SEC-registered investment advisory firm operating under the legal entity RFP Financial Group, LLC, headquartered in Atlanta, Georgia. Founded in 2018 by Robert Pierson, CFP®, the firm serves more than 300 client relationships worldwide spanning families, family trusts, business owners, corporate executives, retirees, and institutional clients including endowments, universities, nonprofits, family offices, and government entities. The firm transitioned to full independence in April 2026 by launching on the RFG Advisory platform, migrating over $230 million in client assets from the Cetera broker-dealer model.

The firm's product architecture centers on a Comprehensive Wealth Management offering that integrates investment portfolio management with specialized planning modules covering cash flow, retirement, legacy/estate, tax, and business planning. Investment management features organizational account consolidation, proprietary portfolio optimization models, ESG and values-based investing options, and dynamic rebalancing. A secure Client Portal provides clients with consolidated real-time account views, automated net worth statements, and scenario-based financial planning insights. The firm maintains broker-dealer custody integrations with Fidelity, Charles Schwab, and Raymond James.

Pierson Wealth Management operates on a fee-only fiduciary model with no commissions or product-sale compensation, generating revenue primarily through percentage-based Assets Under Management (AUM) fees and flat-fee financial planning engagements. Distribution is relationship-driven, relying on referrals, the founder's 30+ year professional network, and a professional website; the firm has no disclosed paid marketing channels. Headcount is reported at 1-10 employees, consistent with a boutique practice led by Founder Robert Pierson, Director of Business Management Morgan Carter, and Associate Financial Advisor Will Ginsburg.

Name

Pierson Wealth Management

Legal name

RFP Financial Group, LLC

Website

https://piersonwealth.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Pierson Wealth Management is a boutique Atlanta-based SEC-registered investment advisor serving 300+ HNW families, executives, business owners, and institutional clients with fee-only wealth management, investment management, and integrated financial planning.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Portfolio management
• Estate planning

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Assets Under Management (AUM) Fees: Fee-only compensation model where fees are transparent and based on a percentage of assets under management. No commissions or compensation from financial product sales, ensuring advice is purely driven by client financial well-being.
2. Financial Planning Services: Flat fee financial planning services available as an alternative to AUM-based pricing, providing comprehensive wealth management services including estate planning, tax optimization, retirement planning, and risk management.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Pierson Wealth Management is a boutique SEC-registered investment advisory firm offering comprehensive wealth management on a fee-only fiduciary basis. Services integrate ongoing financial planning with investment portfolio management across stocks, bonds, mutual funds, and ETFs, supplemented by cash flow, retirement, legacy/estate, tax, and business planning modules. The firm operates on the RFG Advisory platform and gives clients access through a secure Client Portal providing consolidated account views, net worth tracking, and scenario-based financial planning insights.

Product overview

Pierson Wealth Management is a boutique SEC-registered investment advisory firm offering a comprehensive suite of wealth management services through its unified operating system platform in partnership with RFG Advisory. The core offering is Comprehensive Wealth Management, which integrates financial planning, investment portfolio management, and specialized planning modules (Cash Flow Management, Retirement Planning, Legacy Planning, Tax Planning, and Business Planning). The firm also provides clients with a proprietary Client Portal serving as a secure financial dashboard for consolidated account views and planning insights. The product architecture combines personalized advisory services with technology-enabled client access, operating on a fee-only fiduciary model without commission-based product sales.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Wealth Management An ongoing financial planning and investment management engagement that evaluates a client's current financial situation, identifies goals, designs appropriate plans, and monitors progress over time. It integrates financial planning, investment management, charitable giving, and tax and estate planning strategies for individuals, families, business owners, and corporate executives.
• Investment Portfolio Management Investment management across stocks, bonds, fixed-income investments, mutual funds, and ETFs, with account consolidation, proprietary portfolio optimization models, ESG and values-based investing options, strategic and tactical asset allocation, dynamic rebalancing, and macroeconomic research support. Portfolios are directly managed by senior portfolio manager Robert Pierson.
• Client Portal A secure online financial dashboard for clients that consolidates investment accounts, retirement plans, bank accounts, and outside assets; automatically tracks net worth; and surfaces financial planning insights including cash flow, retirement projections, and scenario modeling.
• Cash Flow Management Planning services covering cash flow planning, debt prioritization and structuring, education planning, employee benefits review, mortgage analysis, emergency fund recommendations, and credit protection for individual and family clients.
• Retirement Planning Retirement planning including dynamic withdrawal strategies, lifetime taxation optimization, customized savings plans, Roth conversion analysis, Social Security strategies, pension analysis, Medicare management, and required minimum distribution planning for individuals and pre-retirees.
• Legacy Planning Estate and legacy planning including estate and gift tax minimization, qualified charitable distributions, philanthropic planning, essential estate document review, beneficiary review, document coordination, and business succession planning.
• Tax Planning Tax efficiency services including tax-efficient investments, asset-location strategies, tax-focused savings strategies, tax-loss and tax-gain harvesting, charitable gifting strategies, income and expense bunching, and tax return review.
• Business Planning Business-focused planning services including employer 401(k) management, business consulting, and business succession planning for entrepreneurs and small/mid-market business owners.

Named customers10 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Partnerships

One partnership is on record.

• RFG AdvisorycoreChannel Partner/ Reseller/ Distributor · 7 April 2026Pierson Wealth Management launched as an independent advisory firm in partnership with RFG Advisory, gaining access to RFG's integrated technology platform and operational infrastructure. The firm maintains full control over its business and client relationships while benefiting from RFG's unified operating system technology. This partnership enabled the transition from the traditional broker-dealer model (Cetera) to independence.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Emerging players

• Sanctuary Wealth: Independent advisor platform supporting breakaway advisors building their own RIAs. Comparable as a platform that enables advisors transitioning from wirehouses to operate as independent wealth managers with shared technology and operations.
• Facet Wealth: Tech-enabled fee-only RIA providing financial planning and investment management to HNW clients via a hybrid advisor/digital model. Comparable in offering flat-fee and AUM-based financial planning services with a fiduciary model.

Broad incumbents

• Mercer Advisors: National RIA providing comprehensive wealth management, investment advisory, and family office services to HNW households. Comparable in serving HNW clients with integrated financial planning, tax, and estate services on a fee-only basis.
• RFG Advisory: Independent advisor platform that powers Pierson Wealth Management. Comparable as a platform-level RIA support provider serving breakaway advisors transitioning from broker-dealers to independence, with a similar fee-only advisor model.
• Goldman Sachs Personal Financial Management (Ayco): Wealth management division of Goldman Sachs serving HNW individuals, corporate executives, and institutional clients. Comparable in targeting executives with complex compensation and offering comprehensive financial planning.
• Mariner Wealth Advisors: Large national RIA providing comprehensive wealth advisory, investment management, retirement plan, and institutional consulting services. Comparable in serving HNW clients and institutions with a fee-based fiduciary model.
• Edelman Financial Engines: Large independent RIA offering wealth management, financial planning, and institutional services. Comparable in serving HNW individuals, families, and institutions with fee-based fiduciary advisory.
• Creative Planning: Large independent fee-only RIA offering comprehensive wealth management to HNW individuals, families, and institutions. Comparable fee-only fiduciary model, holistic planning services, and direct advisor-client relationships.
• Carson Wealth: National wealth management firm serving HNW clients with comprehensive financial planning, investment management, and tax/estate services. Comparable in offering fee-based advisory services and operating as a partner platform for independent advisors.

Direct peers

• Buckingham Strategic Wealth: Fee-only fiduciary RIA focused on evidence-based investment management and comprehensive financial planning for HNW individuals. Comparable in fee-only model, fiduciary commitment, and holistic wealth management approach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pierson Wealth Management