Wellth Advisory Services
44yrs
Top advisor by experience at Wellth Advisory Services
27yrs
Michael Eugene Pierce
Financial advisor at Wellth Advisory Services
Based in Shorewood, Illinois, Michael Eugene Pierce is a fiduciary financial advisor with 27 years of industry experience. Michael has been with Wellth Advisory Services since 2024; before that, Michael spent five years at Global Retirement Partners and a year at Kestra Advisory Services. Wellth Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 52 advisors with offices in Shorewood, and one of 49 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience in Illinois
OfficeShorewood, IL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$313,006
Advisors at the firm73
States licensed ?1 state
Services through Wellth Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowWellth Advisory Services, LLCCurrent firm
- 2019 – 2024Global Retirement Partners LLCPreviously
- Dec 2017 – Apr 2019Kestra Advisory Services, LLCPreviously
- 2014 – 2017
- 2010 – 2014Financial Telesis Inc.Previously
- 1999 – 2010Tower Square Securities, Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Wellth Advisory Services at 866-777-4015 and ask for Michael Eugene Pierce. Michael works from the Shorewood, IL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1999, about 27 years. Top 22% by experience in Illinois.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Wellth Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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