BP

Brian Stanley Pearce

40 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
659 clients
Average Client Portfolio
$421K average
Assets Under Management
$277.3M

Fee Structure

Financial Plan Fee:$1,500 - $5,000
Hourly Rate:Up to $300/hr

Amerity Wealth Management charges fees for asset management, financial planning, and UK pension plan services. Asset management fees are negotiable and based on a percentage of assets, with platform fees also applying. Financial planning fees are fixed or hourly, depending on the service. UK pension transfer services involve initial and ongoing fees, plus third-party costs. Fees are negotiable, but advisory representatives cannot exceed the maximum fees outlined in the brochure. For Pontera Solution Platform, the annual fee is 1.80% up to $750,000, 1.30% for $750,001 to $2,000,000, and 0.80% over $2,000,000, plus a 0.30% platform fee.

Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment Management
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Advisor Information

Office location

4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL, 33813

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Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2021
Final
Customer Dispute
June 2021
Withdrawn
Regulatory
December 2015
Final
Customer Dispute
August 2011
Denied
Customer Dispute
September 1994
Award / Judgment
Other Business ActivitiesSells Insurance

Brian works as an insurance professional at Amerity Financial, presenting seminars and meeting with clients to sell annuity products. This activity takes about a quarter of his time and represents 40% of his total yearly compensation.

Employment History
Current Registrations
Amerity Wealth Management, LLC
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
World Equity Group, INC. Broker
June 2019 - May 2021 · 1 yr 11 mos
Taylor Capital Management INC.Broker
August 2018 - June 2019 · 10 mos
The Retirement Group, LLC
January 2018 - August 2018 · 7 mos
The Retirement Group, LLC
October 2013 - December 2017 · 4 yrs 2 mos
Fsc Securities CorporationBroker
November 2012 - August 2018 · 5 yrs 9 mos
Pearce Financial
February 2006 - December 2023 · 17 yrs 10 mos
Securities Service Network, INC.Broker
April 1998 - November 2012 · 14 yrs 7 mos
Aegon USA Securities INC.Broker
January 1993 - March 1998 · 5 yrs 2 mos
Princor Financial Services Corporation Broker
February 1991 - January 1993 · 1 yr 11 mos
Allen & Company of Florida, INC.Broker
August 1988 - January 1991 · 2 yrs 5 mos
Shearson Lehman Hutton INC.Broker
May 1988 - August 1988 · 3 mos
E. F. Hutton & Company INCBroker
January 1985 - May 1988 · 3 yrs 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.