Hapanowicz Financial

Financial planning in Pittsburgh, PA

SEC registeredNo commissions reported

Call (412) 261-5966 Send a message Map ↗

Public-record details

Address: Foster Plaza 6, 681 Andersen Drive, Suite 100, Pittsburgh, PA 15220
Phone: (412) 261-5966
Listed under: Financial planning, % of assets managed, Retirement plan consulting
Legal name: Hapanowicz & Associates Financial Services, INC.
CRD number: 157523
Registration: SEC registered since 2011-05-18
Compensation (Form ADV 5.E): Percentage of assets under management; Other (Planning Fees Based on a Percentage of Client's Income)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Educational seminars/workshops
Regulatory assets under management: $622.3 million
Accounts managed: 1,016
Clients reported (Form ADV 5.D): 652
Individual / high-net-worth clients: 462 / 178
Employees: 13
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-06-24

SEC registered investment adviser, CRD 157523, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 157523 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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