Tobia
Pierce

Spire Wealth Management, LLC

CRD#6417151
Investment Advisor
in Xenia, OH

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About this Advisor

Tobia Pierce is a financial advisor based in Xenia, Ohio, working with Spire Wealth Management, LLC. Tobia has previously held positions at Stephan & Associates and Spire Securities, LLC. Tobia is registered to provide services in Ohio and Texas. Currently, Tobia is part of Spire Wealth Management, LLC, which operates out of Xenia, Ohio. The firm has 47 offices and 165 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Spire Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

354 N. Detroit Street
Xenia, OH 45385

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Spire Wealth Management, LLC Brokerage Details

Total Assets Under Management

$4,777,743,993

OH Average: $1,835,309,194
Total Number of Employees

165

OH Average: 32
Total Number of Accounts

15,951

OH Average: 1,458
Average Account Size

$299,526

OH Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Tobia Pierce Work History

2019 - Present (5 years)

Spire Securities, LLC

2014 - 2019 (5 years)

Stephan & Associates

Disclosures

Please visit the SEC profile of Tobia Pierce 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 Spire Wealth Management, LLC

Conal Saturno-Sanjana
Mc Lean, VA
Carolyn Kitzel
Fort Lauderdale, FL
Tobia Pierce
Xenia, OH
Nicholas Putnam
Bedminster, NJ
Penny Dokken
Colorado Springs, CO
Kayla Johnson
Wilmington, NC
Zachary Joiner
Saint Louis, MO
Christopher Frederick
Knoxville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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