Firm
Atmos Advisory
Pittsburgh, Pennsylvania
Fee-only
Atmos Advisory at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 85 individual clients, 42 of them high net worth.
- Its average account is about $613,000 (assets it manages divided by its 295 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Pittsburgh, Pennsylvania |
|---|---|
| Phone | (412) 497-1766 |
Atmos Advisory fees
Atmos Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $181 million |
| Individual clients | 43 |
| High-net-worth clients | 42 |
| Accounts managed | 295 |
| Employees | 4 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-120863) |
| Financial planning | Offered |
| Form ADV filed | January 23, 2026 |
| SEC record | CRD 160087 |