Pierce Financial Planning, Inc. (Mansfield)


Pierce Financial Planning, Inc. is a large advisory firm based in Mansfield. It manages $34.61 million of regulatory assets for 208 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Ohio and Texas.

Pierce Financial Planning provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pierce Financial Planning: assets under management

The assets under management (AUM) of Pierce Financial Planning, Inc. is $34.61 million. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $19.7 million in discretionary accounts and $14.92 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $214.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $128.58 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pierce Financial Planning, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pierce Financial Planning, Inc.

Chanley Matthew Christman has been acting as President since 1 Jan 2007. Michael Glenn Sparks joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Chanley Matthew Christman President 1 Jan 2007 50% - 75% 2771126
Michael Glenn Sparks Chief compliance officer 1 Oct 2007 50% - 75% 3174324

Based in Mansfield

The principal office where Pierce Financial Planning, Inc. performs its advisory services is located at 33 Park Avenue, West, Mansfield, OH 44902, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 419-525-2525 or by fax 419-525-2524. The normal business hours are 9 am - 4 pm on Monday - Friday. You can find more information about the New York firm at www.raymondjames.com/piercefinancialplanning.

Registered investment advisers similar to Pierce Financial Planning, Inc.