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Mason Hulce

Investment adviser representative at North Pier Fiduciary Management, LLC
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. North Pier Fiduciary Management, LLCJun 2025 to now
  2. Confidence Wealth ManagementMay 2024 to May 2025
  3. Ep Wealth AdvisorsNov 2022 to May 2024
  4. Hexagon It SolutionsJul 2022 to Nov 2022
  5. Alliance Wealth AdvisorsMay 2022 to Jul 2022
  6. EarnestSep 2020 to May 2022
  7. Rr DonnelleyFeb 2020 to Sep 2020
  8. Not EmployedSep 2015 to Jan 2020

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 4 states (CA, IL, TX, UT).

North Pier Fiduciary Management, LLC

$1.3BAssets managed
39Clients
7Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8163581
Firm CRD
148128
Advisor's SEC record (opens in a new tab)
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