Jillian Gisoni
Kapusta Financial Group · Pittsburgh, Pennsylvania
Jillian Gisoni is a fee-only financial advisor at Kapusta Financial Group in Pittsburgh, Pennsylvania, who holds the CFP credential. Jillian focuses on retirement planning. Kapusta Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Kapusta Financial Group |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $199.6M across 971 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7117517 |
| Exams passed | Series 63 (2020) · Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.kapustafinancial.com |
How Jillian's firm compares
- Kapusta Financial Group's average account is about $206,000, from its Form ADV (assets managed divided by 971 accounts).
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Questions about Jillian
Is Jillian Gisoni a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jillian holds no broker registration, and Kapusta Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jillian charge for financial advice?
Jillian's firm, Kapusta Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jillian Gisoni based?
Jillian Gisoni is based in Pittsburgh, Pennsylvania.
What does Jillian specialize in?
Jillian's specialties include retirement planning.
What credentials does Jillian Gisoni hold?
Jillian Gisoni holds the CFP credential.
Is Jillian Gisoni registered with the SEC?
Yes. Jillian Gisoni is registered as an investment adviser representative in PA (CRD 7117517), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kapusta Financial Group manage?
Kapusta Financial Group reports $199.6M across 971 accounts in assets under management.
How do I contact Jillian Gisoni?
Through Jillian's website, www.kapustafinancial.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
- Kapusta Financial Group 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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