# Robert Hapanowicz

> Robert Hapanowicz is a fee-only financial advisor at Hapanowicz in Pittsburgh, Pennsylvania. Robert focuses on equity compensation, tax planning and estate & legacy planning. Hapanowicz reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-hapanowicz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $622.3M across 1,016 accounts
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning
- **CRD:** 6499160 (https://adviserinfo.sec.gov/individual/summary/6499160)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2018)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://www.hapfinancial.com

## Frequently asked questions

### Is Robert Hapanowicz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?

Robert's firm, Hapanowicz, reports charging a percentage of assets on its SEC Form ADV.

### How much does Robert charge?

According to Hapanowicz's website, checked October 30, 2026: one-time plans from $297.

### Does Robert work with clients virtually?

Yes. Hapanowicz says on its website that it works with clients remotely.

### Where is Robert Hapanowicz based?

Robert Hapanowicz is based in Pittsburgh, Pennsylvania.

### What does Robert specialize in?

Robert's specialties include equity compensation, tax planning and estate & legacy planning.

### Is Robert Hapanowicz registered with the SEC?

Yes. Robert Hapanowicz is registered as an investment adviser representative in PA (CRD 6499160), 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 Robert Hapanowicz?

Through Robert's website, www.hapfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6499160): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.hapfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.