Frequently Asked Questions
What is a fiduciary financial advisor?
As a fiduciary financial advisor, our recommendations are designed to align with your goals and circumstances. Ivy Pierson is an Investment Advisor Representative, which means she is legally required to uphold the fiduciary standard under the Investment Advisers Act of 1940. Fiduciaries are required to disclose potential conflicts of interest when they exist.
When you work with a fiduciary financial advisor, you can trust that the strategies and products recommended are intended to be in your best interest; not for the benefit of the professional, the corporation or a third party.
As a fiduciary financial advisor in Santa Clarita, CA, we are governed by these high standards and do not push proprietary products or products to make a commission. This helps ensure that the financial solutions we offer are in your best interest and tailored to your specific needs.
Fiduciaries like us are required to avoid conflicts of interest whenever possible or to disclose potential conflicts when they exist.
What type of clients do you work with?
We work with individuals and families in Santa Clarita and beyond at a pivotal stage of their financial lives — typically approaching or already in retirement. They share a common goal: they want to feel confident about their financial future without spending their time managing it. We are committed to building close, lasting relationships and providing straightforward, personalized guidance that keeps pace with their lives.
What are the typical costs I could expect to pay for a financial plan?
Every client relationship is different, and our financial planning services are customized to your needs. Planning fees start at $2,500.
What is the asset level of your
ideal clients?
ideal clients?
Our services are typically most impactful for individuals and families with $1 Million or more in investable assets. Our retirement, tax, and estate planning strategies are designed to address the complexity that tends to arise at that level.
Are you a fiduciary?
What is included in the Bucket Plan®?
Our approach to financial planning prioritizes your needs based on three categories: now, soon and later. We therefore create a time-oriented comprehensive plan for you that also considers your financial life as a whole – covering topics such as retirement income strategy, tax planning for retirees, estate planning, medicare and retirement planning, Social Security timing, saving for education, and managing your insurance coverage.
We believe that a strong financial plan gives you the best chance of achieving your goals while helping you think through each decision strategically. Over our years serving many individuals and their families, we’ve refined a thoughtful process that helps our clients understand the moving pieces of their finances and prepare as their lives evolve and their needs change.
At Pierson Wealth Management, we understand the intricacies of the ever-changing financial environment and know how to transfer these changes to a well-constructed plan in your best interest.
