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PEARL PLANNING, LLC, CRD 336568
DEXTER, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MELISSA NICOLE JOY | Certified Financial Planner | DEXTER, MI | 1 | 28 | 3 | no |
| TONI MARIE WANDER | Certified Financial Planner | DEXTER, MI | 1 | 16 | 3 | no |
| ALEXA JO KANE | Certified Financial Planner | DEXTER, MI | 1 | 13 | 4 | no |
| GENEVIEVE MARGARET Guys | n/a | DEXTER, MI | 0 | 13 | 2 | no |
| Robert Giuseppe Cesario | n/a | DEXTER, MI | 0 | 10 | n/a | no |
| Alec Radford Waldman | n/a | DEXTER, MI | 0 | 16 | n/a | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 13, 2026 | $329M | $329M | 7 | 4 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 4 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $329M | n/a | n/a | n/a | n/a | 7 | n/a | 0 | n/a |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| STEPHENS CONSULTING, LLC | 3 | Aug 7, 2025 | Jul 16, 2025 | DEXTER, MI | Team lift out | RIA to new firm | 33.3% |