Adam Walter Pearce

CFP

Capital Analysts

26 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Capital Analysts

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

685 advisors

Number of Clients

17,698 clients

Average Client Portfolio

$492K average

Assets Under Management

$8.7B

Fee Structure

Financial Planning:Included in AUM fee

Location

3101 N. Central Ave., Suite 890, Phoenix, AZ, 85012

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Adam authors and sells books, manages Pearce Financial Services Corp, is a partner in Lincoln Retirement Professionals, LLC, and coordinates Financial Peace University. He also receives residual trails from insurance and fixed annuity business, though he is not actively selling.