Zach Pearson, CFP®
Expert Advice. Exceptional Care. Enduring Peace of Mind.®
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Expert Advice. Exceptional Care. Enduring Peace of Mind.®
Areas of Focus
- Business Owners
- Business Transitions
- Education Funding
- Equity Compensation Options
- Estate Planning
- Giving
- High Net Worth
- Insurance
- Investment Management
- Multi-Generational Wealth
- Retirement Planning
- Tax-Efficient Planning
About Zach Pearson, CFP®
Zach Pearson is a Senior Advisory Associate at HB Wealth, where he works closely with clients to build long-term relationships and deliver thoughtful, comprehensive financial strategies. As a client-facing advisor, Zach takes the lead in translating complex planning concepts into clear, actionable guidance to help clients make confident financial decisions.Zach joined HB Wealth in January 2024 and brings a strong background in communication, strategy, and relationship management to his role. Prior to joining the firm, he spent a decade with Best Lawyers, a global legal rankings organization, where he held a variety of roles spanning finance, business development, and international strategic partnerships. That experience sharpened his ability to simplify complex details and tailor services to the needs of high-performing professionals – skills that now serve his advisory work well.
Zach earned his Bachelor of Science in Business Economics from the University of South Florida and became a CERTIFIED FINANCIAL PLANNER® professional in 2025. He works with business owners, individuals, and their families to integrate long-term planning to achieve their unique goals for legacy, charity, retirement, and risk management to promote financial confidence through every stage of life.
Outside the office, Zach is an active participant of the worship team at True North Church, where he plays drums and piano. Originally from Tampa, he now lives in North Augusta, South Carolina with his wife and two young daughters. When he is not collaborating with clients, Zach invests heavily in family time – currently teaching his daughters (and his wife) to play golf, all part of a low-risk, long-term strategy to spend more time together on the course. He is a lifelong learner who enjoys exploring new interests and skills, bringing the same curiosity and long-term perspective to life outside the office while investing his time where it matters most – at home, in his community, and with the people closest to him.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
3740 Executive Center Drive, Augusta, GA 30907
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to connect with Zach and to explore how we can help you make informed, confident decisions about your financial future. Whether you are planning for retirement, managing a business, or navigating a significant life transition, we provide the expertise and guidance you need every step of the way. We look forward to speaking with you.Offers Investment Management
Yes
About HB Wealth
HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. Founded in 1989 as Homrich Berg Wealth Management and headquartered in Atlanta, HB Wealth proudly serves clients nationwide from our offices in Georgia, Florida, Maryland, North Carolina, South Carolina, and Tennessee.With twelve offices and a dedicated team of professionals, we provide tailored investment solutions, comprehensive financial planning, and specialized family office services.
As a fiduciary and fee-only firm, we offer objective advice aligned solely with our clients’ best interests—delivering the expertise and personal attention they need to manage and preserve their wealth across generations, no matter where they call home.
Who We Serve
HB Wealth is privileged to serve a diverse community of clients, each with unique goals, challenges and aspirations.
Whether you are an individual or family navigating life’s financial complexities, a business owner or entrepreneur growing or transitioning a company, an executive, a professional, or a retiree, we take the time to understand the nuances of your situation and seek to provide comprehensive advice designed to achieve your financial objectives.
We also work with those experiencing major life changes, such as becoming suddenly single due to divorce or loss, and we offer deep capabilities in supporting multi-generational families seeking to preserve and transfer wealth with intention. For institutions, we provide investment management and governance support aligned with fiduciary duty and mission stewardship.
Across all of these client segments, what unites our approach is our commitment to acting in your best interest. As a fee-only fiduciary, HB Wealth provides comprehensive advice without the influence of revenue from product sales or commissions. Our team’s credentialed experts deliver wealth advisory services and investment management grounded in integrity, independence, and a long-term partnership philosophy.
Our Services
At HB Wealth, we believe in a comprehensive approach to wealth management, spanning both wealth advisory services and investment management to meet the specific needs of the clients we are privileged to serve. For more complex situations, including working with multigenerational families and institutions, we offer additional guidance and services.
We believe one of the key advantages of our comprehensive approach and broad range of services is that our clients don’t “outgrow” us. We have long-standing relationships with families who began working with HB early in their careers and, as their wealth has grown, now rely on us for sophisticated family office services. We have intentionally invested in credentialed experts and built a platform designed to work with you through every stage of life, as your wealth grows and your financial issues become more complex.
Transparent Pricing
As a fee-only fiduciary, our only agenda is our clients'. We are committed to transparency in our service levels and costs so clients always know what they are paying, and we do not sell insurance, mortgages, or proprietary products.
Our fees typically start at 1.25% of assets under management, dropping to 1% for assets under management above $1 million, and continue to decrease as your wealth increases. Our minimum annual fee is typically $12,500. Family Office clients may work with HB Wealth on a flat fee basis (or a combination of a flat fee and lower % of assets under management) linked specifically to the desired level of complex services needed by the family.
At HB Wealth, clients know exactly what they are paying because our firm does not rely on commissions or hidden fees. HB Wealth is solely compensated directly by clients for the advice we provide.
Investment advisory services are offered through HB Wealth Management, LLC, a registered investment adviser with the U.S. Securities and Exchange Commission.
Education
University of South Florida, Bachelor of Science, Business Economics
Hobbies and Interests
- Church
- Family
- Golf
- Music
SEC Lookup
View DisclosureWho We Serve
- Accountants
- Attorneys
- Business Owners
- Corporate Executives
- Divorce
- Entrepreneurs
- Families
- Intergenerational Families
- Physicians
- Widow
- Women Professionals
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Five Stars
Five Stars
Five Stars
Five Stars
Five Stars
Five Stars
Five Stars
Five Stars
Five Stars
Five Stars
Five Stars
Five Stars
Five Stars
Five Stars
Five Stars
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
Wealthtender Awards
Zach Pearson received the 2026 Wealthtender Voice of the Client Highly Rated Advisor award.
Wealthtender awarded Zach Pearson, CFP® with its 2026 Voice of the Client Highly Rated Advisor Award on 10/6/26. Rating criteria based on eligible client reviews published on Wealthtender between 7/1/25 and 9/30/26. Although HB Wealth compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
