Pearl Planning
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 336568
- SEC number
- 801-132904
- Firm type
- RIA
- Assets under management
- $329.2M as of Jun 24, 2026
- Website
- pearlplanning.com ↗
- Phone
- 734.274.6744
- Address
- 8031 Main Street, Suite 201, Dexter, MI, 48130
Advisors at this firm
4 in our index · page 1 of 1
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Genevieve Margaret GuysCRD 7890228 · Dexter, MIIA Registered
-
Melissa Nicole JoyCRD 3233879 · Dexter, MIIA RegisteredRegistration inactive
-
Alexa Jo KaneCRD 5970103 · Dexter, MIIA RegisteredRegistration inactive
-
Toni Marie WanderCRD 5747836 · Dexter, MIIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 336568 ↗
FINRA BrokerCheck record for firm CRD 336568 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.