Firm
Roble Belko & Company
Sewickley, Pennsylvania
Fee-only
Facts
| Based in | Sewickley, Pennsylvania |
|---|---|
| Website | roblebelko.com |
| [email protected] | |
| Phone | (724) 935-4990 |
Roble Belko & Company 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.
| Account minimum | $3,000,000 |
|---|
In the firm's words
"who, with limited exceptions, have a minimum of $3 million in investable assets" 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 · Fixed fees |
|---|---|
| Assets managed | $1.6 billion |
| Individual clients | 83 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 123286 |