Pearson Investment Management, LLC fees
Financial planner in Sandy Springs, Georgia. Registered with state securities regulators.
Pearson Investment Management, LLC (Sandy Springs, GA) listed up to $200 an hour and a flat or project fee of $1,000-$5,000 for financial planning in a Form ADV Part 2A brochure dated March 31, 2023, which is more than 18 months old.
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated March 2023, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2023. Fees can change.
- Hourly rate
- Up to $200/hr
“In consideration of financial planning services as provided by PIM, Client shall agree to pay PIM either a flat rate fee (ranging from $1,000- $5,000), or an hourly fee up to $200.00 per hour depending on the type and complexity of financial planning services to be provided (typically reserved for financial…”
- Flat or project fee
- $1,000-
$5,000 From the same sentence as above.
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the March 2023 brochure
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2016 (10 years)
How Pearson Investment Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees will be payable quarterly, in arrears, based upon a valuation of the client’s account at the end of each quarterly period.”
About Pearson Investment Management, LLC
“Pearson Investment Management, LLC (“PIM”) is a registered investment adviser firm established in 2015 to provide investment advisory and financial planning services to individuals, high net worth individuals and corporations (herein referred to as “Client” or “Clients”).”
- Founded: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 32
- Works with
- Individuals, insurance companies, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $11 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 31, 2023
- CRD number
- 283536 (opens in new tab)
- Phone
- (404) 692-3085
Other planners in Sandy Springs that publish fees
- FWI Wealth Management LLCSandy SpringsFlat $3,850
- HC Advisors LLCSandy SpringsHourly $150-$480/hr, Flat $1,500-$4,000
- KV Financial Advice LLCSandy SpringsFlat $1,500-$7,500, Quarterly $1,500-$15,000/qtr
- Transition Planning & Guidance, LLCSandy SpringsHourly $250/hr
More planners in Georgia that publish fees
- Porter Wealth Management, LLCAtlantaHourly $300/hr
- Reagan Financial Planning LLCOxfordHourly $85/hr
- Financial Decision Partners, LLCSnellvilleHourly up to $150/hr, Flat from $750
- Mason Wealth StrategiesCummingHourly $200/hr
- TrufpCummingHourly $175-$250/hr, Flat $1,000-$20,000
- Alpha Financial Management, Inc.SavannahAnnual $2,000-$10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.