PEARL PLANNING

Legal name: PEARL PLANNING, LLC

CRD 336568File 801-132904

APPROVED

Retail clients

Filing as of Jun 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$329.2M

Below cohort median (national)

Discretionary AUM

$329.2M

Clients

305

949 accounts

Employees

Below cohort median in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jun 3, 2025
Principal office: 8031 MAIN STREET, SUITE 201, DEXTER, MI, 48130
Phone: 734.274.6744
Website: https://www.instagram.com/pearlplanningfinancial/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $329.2M
Discretionary AUM: $329.2M
Non-discretionary AUM: $0
Discretionary accounts: 949
Non-discretionary accounts: 0
Total accounts: 949
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$177K
Charitable organizations	Fewer than 5	$3.3M
High net worth individuals	104	$256.4M
Pension and profit sharing plans	Fewer than 5	$5.2M
Individuals (other than high net worth individuals)	201	$64.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.