Fee-OnlyFinder

Flat / fixed fees in Pittsburgh, PA

30 advisers in Pittsburgh offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 30

Allegheny Financial GroupStone Quarry Crossing, 811 Camp Horne Road, Suite 100 · Pittsburgh, PA 15237 · (412) 367-3880 · Financial planningCRD 104690 · % of assets, Hourly charges, Fixed fees · $5.6 billion AUMSEC registeredNo commissions reportedAllegheny InvestmentsStone Quarry Crossing, 811 Camp Horne Road, Suite 100 · Pittsburgh, PA 15237 · (412) 367-3880 · Financial planningCRD 7597 · % of assets, Hourly charges, Fixed fees · $742.1 million AUMSEC registeredNo commissions reportedCenterview Wealth Advisors, LLC139 Freeport Road · Pittsburgh, PA 15215 · (412) 532-8111 · Financial planningCRD 173260 · % of assets, Hourly charges, Fixed fees · $144.0 million AUMState registeredNo commissions reportedEmerick Financial Planning, LLC1580 McLaughlin Run Road, Suite 210 · Pittsburgh, PA 15241 · (412) 419-1905 · Financial planningCRD 281576 · Hourly charges, Fixed feesState registeredNo commissions reportedEtch Financial1121 Boyce Road, #1200b · Pittsburgh, PA 15241 · (412) 530-6977 · Financial planningCRD 327021 · % of assets, Hourly charges, Fixed fees · $14.1 million AUMState registeredNo commissions reportedEwa, LLC381 Mansfield Ave, Suite 200 a & B · Pittsburgh, PA 15220 · (412) 288-2363 · Financial planningCRD 308977 · % of assets, Fixed fees · $750.7 million AUMSEC registeredNo commissions reportedFinancial Advisors Consortium, INC.400 McKnight Park Drive Suite 404 · Pittsburgh, PA 15237 · (412) 635-9634 · Financial planningCRD 141081 · % of assets, Fixed fees · $72.9 million AUMState registeredNo commissions reportedFranklin Madison Private Wealth6425 Living Place,, Suite 200 · Pittsburgh, PA 15206 · (412) 204-6711 · Financial planningCRD 306838 · % of assets, Hourly charges, Fixed fees · $30.3 million AUMState registeredNo commissions reportedGreycourt & CO., INC.116 15th Street, Suite 702 · Pittsburgh, PA 15222 · (412) 361-0100 · Financial planningCRD 111936 · % of assets, Fixed fees · $6.6 billion AUMSEC registeredNo commissions reportedGuyasuta Investment Advisors, Incorporated285 Kappa Drive, Suite 220 · Pittsburgh, PA 15238 · (412) 447-4560 · Financial planningCRD 108400 · % of assets, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reported
Healthview Asset Management, INC.219 N Main Street · Pittsburgh, PA 15215 · (412) 782-5400 · Flat / fixed feesCRD 141884 · % of assets, Fixed fees · $104.4 million AUMSEC registeredNo commissions reportedHenderson Brothers Financial Partners LLC920 Fort Duquesne Boulevard · Pittsburgh, PA 15222 · (412) 261-3333 · Financial planningCRD 333732 · % of assets, Fixed fees · $406.8 million AUMSEC registeredNo commissions reportedHunter Associates LLC436 Seventh Avenue, Koppers Building, 27th Floor · Pittsburgh, PA 15219 · (412) 471-4191 · Financial planningCRD 30177 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedInterchange Capital Partners301 Grant Street, Suite 3550 · Pittsburgh, PA 15219 · (412) 307-4230 · Financial planningCRD 309314 · % of assets, Fixed fees, Performance-based fees · $743.6 million AUMSEC registeredNo commissions reportedKapusta Financial Group110 Fort Couch Road, Suite 108 · Pittsburgh, PA 15241 · (412) 851-1400 · Financial planningCRD 123349 · % of assets, Hourly charges, Fixed fees · $199.6 million AUMSEC registeredNo commissions reportedLegend Financial Advisors INC5700 Corporate Drive, Suite 350 · Pittsburgh, PA 15237 · (412) 635-9210 · Financial planningCRD 108207 · % of assets, Hourly charges, Fixed fees · $389.9 million AUMSEC registeredNo commissions reportedMarathon Strategic Advisors, LLC103 Brilliant Ave, Suite C · Pittsburgh, PA 15215 · (740) 282-5198 · Financial planningCRD 117108 · % of assets, Hourly charges, Fixed fees · $182.7 million AUMSEC registeredNo commissions reportedMellon Investments Corporation500 Ross Street · Pittsburgh, PA 15258 · (617) 248-3682 · Flat / fixed feesCRD 105764 · % of assets, Fixed fees, Other · $873.9 billion AUMSEC registeredNo commissions reportedMfa Wealth Advisors, LLC650 Washington Road, Suite 8000 · Pittsburgh, PA 15228 · (412) 343-8700 · Financial planningCRD 171984 · % of assets, Fixed fees · $605.4 million AUMSEC registeredNo commissions reportedMilestone Asset Management, LLC8160 Perry Highway · Pittsburgh, PA 15237 · (412) 643-3058 · Financial planningCRD 310441 · % of assets, Hourly charges, Fixed fees · $690.7 million AUMSEC registeredNo commissions reportedNeptune Wealth190 Bilmar Dr., Suite 150 · Pittsburgh, PA 15205 · (239) 634-9295 · Financial planningCRD 329160 · % of assets, Hourly charges, Fixed fees · $35.5 million AUMState registeredNo commissions reportedQuattro Advisors L.L.C.3495 Butler Street, Suite 100 · Pittsburgh, PA 15201 · (412) 586-5406 · Financial planningCRD 146438 · % of assets, Hourly charges, Fixed fees · $661.7 million AUMSEC registeredNo commissions reportedRiverside Financial Advisors LLC8085 Saltsburg Road, Suite 201 · Pittsburgh, PA 15239 · (412) 862-9938 · Financial planningCRD 339678 · % of assets, Fixed fees · $22.4 million AUMState registeredNo commissions reportedRockcliff Capital, LLC1725 Washington Rd. Ste. 603 · Pittsburgh, PA 15241 · (412) 833-3091 · Financial planningCRD 168708 · % of assets, Hourly charges, Fixed fees · $66.5 million AUMState registeredNo commissions reportedSchneider Downs Wealth Management Advisors, LPOne Ppg Place, Suite 1700 · Pittsburgh, PA 15222 · (412) 697-5200 · Financial planningCRD 128591 · % of assets, Hourly charges, Fixed fees · $3.3 billion AUMSEC registeredNo commissions reportedSolid Oak Advisory100 South Commons, Suite 102 · Pittsburgh, PA 15212 · (724) 221-7272 · Financial planningCRD 300575 · % of assets, Fixed fees · $1.8 million AUMState registeredNo commissions reportedSteel Tower Investments444 Liberty Avenue, Suite 1400 · Pittsburgh, PA 15222 · (412) 586-2060 · Financial planningCRD 166742 · % of assets, Hourly charges, Fixed fees · $258.7 million AUMSEC registeredNo commissions reportedThe Coury Firm260 Forbes Avenue, Suite 1600 · Pittsburgh, PA 15222 · (412) 261-5744 · Financial planningCRD 289145 · % of assets, Fixed fees, Performance-based fees · $1.3 billion AUMSEC registeredNo commissions reportedTrebuchet Consulting, LLC313 Castle Shannon Blvd. · Pittsburgh, PA 15234 · (412) 388-0715 · Financial planningCRD 166645 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedWms Wealth Planners17 Brilliant Avenue, Suite 302 · Pittsburgh, PA 15215 · (412) 781-7100 · Financial planningCRD 305481 · % of assets, Fixed fees · $314.7 million AUMSEC registeredNo commissions reported