Firm
Hapanowicz
Pittsburgh, Pennsylvania
Fee-only
Hapanowicz at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 6 advisors are listed here.
- Its Form ADV reports 13 employees and 640 individual clients, 178 of them high net worth.
- Its average account is about $613,000 (assets it manages divided by its 1,016 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Pittsburgh, Pennsylvania |
|---|---|
| Website | hapfinancial.com |
| Phone | (412) 261-5966 |
Hapanowicz fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $297 |
|---|
In the firm's words
"Tax returns start at $297 ($197 for W-2 only)" source
"Tax returns start at $297 ($197 for W-2 only)" source
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 | $622 million |
| Individual clients | 462 |
| High-net-worth clients | 178 |
| Accounts managed | 1,016 |
| Employees | 13 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-72352) |
| Financial planning | Offered |
| Form ADV filed | June 24, 2026 |
| SEC record | CRD 157523 |