Kelly
Pearce
Bpp Wealth Solutions, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Kelly Pearce is a financial advisor based in Basking Ridge, New Jersey. Pearce is on the advisory team at Bpp Wealth Solutions, LLC. Throughout their career, Pearce has worked at Bridgewater High School, Lehigh University, Ogilvy Health, Mutual Securities, Inc and Bpp Wealth Solutions. Pearce maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Bpp Wealth Solutions, LLC is a firm that has its headquarters in Basking Ridge, NJ. The firm has just five financial advisors. It has $152 million in total assets across its 339 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 339 accounts, 70% belong to high-net-worth investors who have greater than $1 million in assets. The business offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice largely depend on which services are offered. Fee types charged by Bpp Wealth Solutions, LLC may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bpp Wealth Solutions, LLC Brokerage Details
$151,518,611
5
339
$446,958
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kelly Pearce Work History
Kelly has been registered as a financial advisor for 0 years.*
Bpp Wealth Solutions
Mutual Securities, Inc
Bpp Wealth Solutions
Ogilvy Health
Ogilvy Health
Lehigh University
Bridgewater High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kelly Pearce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bpp Wealth Solutions, LLC
Basking Ridge, NJ
Basking Ridge, NJ
Basking Ridge, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.