Kimberli Marino
Guyasuta Investment Advisors · Pittsburgh, Pennsylvania
Kimberli Marino is a fee-only financial advisor at Guyasuta Investment Advisors in Pittsburgh, Pennsylvania. Kimberli focuses on family wealth transfer and tax planning. Guyasuta Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Kimberli →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Guyasuta Investment Advisors |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.44B across 1,389 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6210729 |
| Exams passed | Series 65 (2013) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.guyasuta.com |
How Kimberli's firm compares
- Guyasuta Investment Advisors's average account is about $1.8 million, from its Form ADV (assets managed divided by 1,389 accounts).
Request an introduction to Kimberli
Tell Kimberli a little about what you're looking for. Kimberli isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kimberli
Is Kimberli Marino a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberli holds no broker registration, and Guyasuta Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kimberli charge for financial advice?
Kimberli's firm, Guyasuta Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kimberli Marino based?
Kimberli Marino is based in Pittsburgh, Pennsylvania.
What does Kimberli specialize in?
Kimberli's specialties include family wealth transfer and tax planning. Kimberli works with multi-generational families.
Is Kimberli Marino registered with the SEC?
Yes. Kimberli Marino is registered as an investment adviser representative in PA (CRD 6210729), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Guyasuta Investment Advisors manage?
Guyasuta Investment Advisors reports $2.44B across 1,389 accounts in assets under management.
How do I contact Kimberli Marino?
Through Kimberli's website, www.guyasuta.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
- Guyasuta Investment Advisors 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.
See something wrong? Request a correction. Read our methodology.