Eric Forsythe
Hapanowicz · Pittsburgh, Pennsylvania
Eric Forsythe is a fee-only financial advisor at Hapanowicz in Pittsburgh, Pennsylvania. Eric focuses on equity compensation, tax planning and estate & legacy planning. Hapanowicz reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Hapanowicz |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | One-time plans from $297 |
| Works virtually | Yes |
| Assets under management | $622.3M across 1,016 accounts |
| SEC registration | Investment adviser representative in PA · CRD 8038414 |
| Exams passed | Series 65 (2025) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.hapfinancial.com |
How Eric's firm compares
- A one-time plan starts at $297, below the Pennsylvania median of $1,695 for fee-only firms that publish prices.
- Hapanowicz's average account is about $613,000, from its Form ADV (assets managed divided by 1,016 accounts).
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Questions about Eric
Is Eric Forsythe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Hapanowicz reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Hapanowicz, reports charging a percentage of assets on its SEC Form ADV.
How much does Eric charge?
According to Hapanowicz's website, checked October 30, 2026: one-time plans from $297.
Does Eric work with clients virtually?
Yes. Hapanowicz says on its website that it works with clients remotely.
Where is Eric Forsythe based?
Eric Forsythe is based in Pittsburgh, Pennsylvania.
What does Eric specialize in?
Eric's specialties include equity compensation, tax planning and estate & legacy planning.
Is Eric Forsythe registered with the SEC?
Yes. Eric Forsythe is registered as an investment adviser representative in PA (CRD 8038414), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hapanowicz manage?
Hapanowicz reports $622.3M across 1,016 accounts in assets under management.
How do I contact Eric Forsythe?
Through Eric's website, www.hapfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Hapanowicz website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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