George Pierce, financial advisor Lexington KY

George Pierce

CRD Number: 1515025
Current Firm: Pierce Financial Planning, Inc.
Compensation Model: Fee Only

George Pierce (CRD# 1515025) is an Investment Advisor Representative working at Pierce Financial Planning, Inc. in Lexington, KY and has over 30 years of experience in the finance industry. George Pierce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

In addition, George is a KY licensed CPA and earned and MBA in accounting from EKU.  George left the corporate world where he was a trust officer in 1991 to start his fee-only planning career.

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Professional Designations
Company Name Location Dates Years
Pierce Financial Planning Inc. Lexington, KY Sep 1997 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1986
Contact Info for George D. Pierce
Phone Number: 859-224-4790
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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