# Fee-only financial advisors in Pittsburgh, Pennsylvania > Start with a fee-only advisor in Pittsburgh whose record matches what you need, then check their fees and SEC record before you call. Records to start with include James Holtzman of Legend Financial Advisors, Inc., Michael Rausch of North River Wealth Advisors and Madison Sharick of Madi Manages Money LLC, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/pennsylvania/pittsburgh/ 90 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Pittsburgh? Start with a fee-only advisor in Pittsburgh whose record matches what you need, then check their fees and SEC record before you call. Records to start with include James Holtzman of Legend Financial Advisors, Inc., Michael Rausch of North River Wealth Advisors and Madison Sharick of Madi Manages Money LLC, chosen for their credentials and fees on file. ## How many fee-only advisors in Pittsburgh are there? The Wellspent public graph lists 90 fee-only advisors in Pittsburgh, at 40 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Pittsburgh focus on? The most common focus among fee-only advisors in Pittsburgh is tax planning (27), followed by family wealth transfer (19) and estate planning (14). Advisors can list more than one. ## How do fee-only advisors in Pittsburgh charge? The most common fee among fee-only advisors in Pittsburgh is a percentage of assets, used by 96% of the 90 with fees on file. Many use more than one: 61% charge fixed fees and 36% charge by the hour. ## How much do fee-only financial advisors charge in Pennsylvania? Fee-only financial advisors in Pennsylvania charge a median of $3,600 a year for ongoing planning. We found this across the published prices of 29 Pennsylvania firms. ## How many fee-only advisors in Pittsburgh hold the CFP? 31% of the 90 fee-only advisors in Pittsburgh hold the CFP certification, based on the credentials listed on each record. ## Does Pennsylvania tax income on top of federal tax? Yes. Pennsylvania has a state income tax, so a financial plan for a Pennsylvania resident should project it alongside federal tax. ## Is there a local income tax in Pennsylvania? Yes. In Pennsylvania, most municipalities add a local earned income tax. ## How current is this list of fee-only advisors in Pittsburgh? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Michael Rausch](https://find.wellspent.co/advisors/michael-rausch.md) | North River Wealth Advisors | Pittsburgh, Pennsylvania | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee | | [Madison Sharick](https://find.wellspent.co/advisors/madison-sharick.md) | Madi Manages Money LLC | Pittsburgh, Pennsylvania | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [James Holtzman](https://find.wellspent.co/advisors/james-holtzman.md) | Legend Financial Advisors, Inc. | Pittsburgh, Pennsylvania | CFP, CPA | Percentage of assets | | [Peter Eberhart](https://find.wellspent.co/advisors/peter-eberhart.md) | Henry H. Armstrong Associates | Pittsburgh, Pennsylvania | CFP | Percentage of assets | | [Carl Emerick](https://find.wellspent.co/advisors/carl-emerick.md) | Emerick Financial Planning | Pittsburgh, Pennsylvania | CFP | Hourly | | [Adam Scholl](https://find.wellspent.co/advisors/adam-scholl.md) | Henry H. Armstrong Associates | Pittsburgh, Pennsylvania | CFA | Percentage of assets | | [Mitchell Mosgrove](https://find.wellspent.co/advisors/mitchell-mosgrove.md) | Trebuchet Consulting | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Galiotto](https://find.wellspent.co/advisors/ryan-galiotto.md) | Etch Financial | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Zachary Zimmer](https://find.wellspent.co/advisors/zachary-zimmer.md) | Trebuchet Consulting | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Sarah Veverka](https://find.wellspent.co/advisors/sarah-veverka.md) | Guyasuta Investment Advisors | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Charles Davis](https://find.wellspent.co/advisors/charles-davis-6916220.md) | Hapanowicz | Pittsburgh, Pennsylvania | | Percentage of assets | | [Christina Simmonds](https://find.wellspent.co/advisors/christina-simmonds.md) | Hapanowicz | Pittsburgh, Pennsylvania | | Percentage of assets | | [Dante Sienko](https://find.wellspent.co/advisors/dante-sienko.md) | Hapanowicz | Pittsburgh, Pennsylvania | | Percentage of assets | | [Eric Forsythe](https://find.wellspent.co/advisors/eric-forsythe.md) | Hapanowicz | Pittsburgh, Pennsylvania | | Percentage of assets | | [James Armstrong](https://find.wellspent.co/advisors/james-armstrong.md) | Henry H. Armstrong Associates | Pittsburgh, Pennsylvania | | Percentage of assets | | [Jillian Gisoni](https://find.wellspent.co/advisors/jillian-gisoni.md) | Kapusta Financial Group | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Hapanowicz](https://find.wellspent.co/advisors/robert-hapanowicz-1635067.md) | Hapanowicz | Pittsburgh, Pennsylvania | | Percentage of assets | | [Robert Hapanowicz](https://find.wellspent.co/advisors/robert-hapanowicz.md) | Hapanowicz | Pittsburgh, Pennsylvania | | Percentage of assets | | [Ryan Suess](https://find.wellspent.co/advisors/ryan-suess.md) | Kapusta Financial Group | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Franks](https://find.wellspent.co/advisors/thomas-franks.md) | Emmanuel Capital Management | Pittsurgh, Pennsylvania | CFA | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee | | [Andrew Gans](https://find.wellspent.co/advisors/andrew-gans.md) | Rockcliff Capital | Pittsburgh, Pennsylvania | CFP | Flat fee or retainer | | [Nicholas Terezis](https://find.wellspent.co/advisors/nicholas-terezis.md) | Marathon Strategic Advisors | Pittsburgh, Pennsylvania | CFA | Percentage of assets | | [Bernard Campbell](https://find.wellspent.co/advisors/bernard-campbell.md) | Etch Financial | Pittsburgh, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Donald Slone](https://find.wellspent.co/advisors/donald-slone.md) | Etch Financial | Pittsburgh, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [John Krolikowski](https://find.wellspent.co/advisors/john-krolikowski.md) | Trebuchet Consulting | Pittsburgh, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Steven Miller](https://find.wellspent.co/advisors/steven-miller.md) | Trebuchet Consulting | Pittsburgh, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Adam Szymanski](https://find.wellspent.co/advisors/adam-szymanski.md) | Guyasuta Investment Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Andrew Sencindiver](https://find.wellspent.co/advisors/andrew-sencindiver.md) | Guyasuta Investment Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Emily Weimer](https://find.wellspent.co/advisors/emily-weimer.md) | Guyasuta Investment Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Henry Beukema](https://find.wellspent.co/advisors/henry-beukema.md) | Guyasuta Investment Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Henry Kincaid](https://find.wellspent.co/advisors/henry-kincaid.md) | Guyasuta Investment Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Jeffrey Todd](https://find.wellspent.co/advisors/jeffrey-todd.md) | Guyasuta Investment Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Jimil Wilson](https://find.wellspent.co/advisors/jimil-wilson.md) | Guyasuta Investment Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Kimberli Marino](https://find.wellspent.co/advisors/kimberli-marino.md) | Guyasuta Investment Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Paul Magovern](https://find.wellspent.co/advisors/paul-magovern.md) | Guyasuta Investment Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Ronald Bartosh](https://find.wellspent.co/advisors/ronald-bartosh.md) | Guyasuta Investment Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Catherine Kapusta](https://find.wellspent.co/advisors/catherine-kapusta.md) | Kapusta Financial Group | Pittsburgh, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Nezamkhon Khodjaev](https://find.wellspent.co/advisors/nezamkhon-khodjaev.md) | Keystone Bitcoin | Pittsburgh, Pennsylvania | | Percentage of assets | | [Andrew Pellegrino](https://find.wellspent.co/advisors/andrew-pellegrino.md) | Plum Street Advisors | Pitttsburgh, Pennsylvania | CFP | Percentage of assets | | [Benjamin Ruttenberg](https://find.wellspent.co/advisors/benjamin-ruttenberg.md) | EWA | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Craig Preisendefer](https://find.wellspent.co/advisors/craig-preisendefer.md) | Latitude Advisors | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Devin Faddoul](https://find.wellspent.co/advisors/devin-faddoul.md) | Atmos Advisory | Pittsburgh, Pennsylvania | CFP | Percentage of assets | | [Francis Schuler](https://find.wellspent.co/advisors/francis-schuler.md) | DWD Portfolio Solutions | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Hourly | | [Kathleen Skowronek](https://find.wellspent.co/advisors/kathleen-skowronek.md) | Integrated Planning & Wealth Management | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Kelly Reddy-Heffner](https://find.wellspent.co/advisors/kelly-reddy-heffner.md) | 80 West Asset Management | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin Siebert](https://find.wellspent.co/advisors/kevin-siebert.md) | Atmos Advisory | Pittsburgh, Pennsylvania | CFP | Percentage of assets | | [Mark Strey](https://find.wellspent.co/advisors/mark-strey.md) | Neptune Wealth | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Blocki](https://find.wellspent.co/advisors/matthew-blocki.md) | EWA | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Nicklaus Stonesifer](https://find.wellspent.co/advisors/nicklaus-stonesifer.md) | EWA | Pittsburgh, Pennsylvania | CFP, ChFC | Percentage of assets, Fixed fees | | [Richard Lerach](https://find.wellspent.co/advisors/richard-lerach.md) | Atmos Advisory | Pittsburgh, Pennsylvania | CFP | Percentage of assets | | [Sara Morrison](https://find.wellspent.co/advisors/sara-morrison.md) | DWD Portfolio Solutions | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Hourly | | [Terry Lyon](https://find.wellspent.co/advisors/terry-lyon.md) | Breakforth Investment Management | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Tyler Houston](https://find.wellspent.co/advisors/tyler-houston.md) | EWA | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [William Knight](https://find.wellspent.co/advisors/william-knight.md) | Legend Financial Advisors | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher McMahon](https://find.wellspent.co/advisors/christopher-mcmahon.md) | MFA Wealth Advisors | Pittsburgh, Pennsylvania | ChFC | Percentage of assets, Fixed fees | | [Darrin Duda](https://find.wellspent.co/advisors/darrin-duda.md) | Oakmont Capital Management | Pittsburgh, Pennsylvania | CFA | Percentage of assets, Fixed fees | | [John Weisbrod](https://find.wellspent.co/advisors/john-weisbrod.md) | Quantum Financial Advisors | Pittsburgh, Pennsylvania | ChFC | Percentage of assets, Hourly, Fixed fees | | [Maria Devlin](https://find.wellspent.co/advisors/maria-devlin.md) | DWD Portfolio Solutions | Pittsburgh, Pennsylvania | CFA | Percentage of assets, Hourly | | [Michael Donnelly](https://find.wellspent.co/advisors/michael-donnelly.md) | Blue Devil Advisors | Pittsburgh, Pennsylvania | CFA | Percentage of assets | | [Patrick Fisher](https://find.wellspent.co/advisors/patrick-fisher.md) | Oakmont Capital Management | Pittsburgh, Pennsylvania | CFA | Percentage of assets, Fixed fees | | [Pegler Swift](https://find.wellspent.co/advisors/pegler-swift.md) | Compass Investments | Pittsburgh, Pennsylvania | ChFC | Percentage of assets, Hourly | | [Zachary Shirilla](https://find.wellspent.co/advisors/zachary-shirilla.md) | Baldwin Wealth Partners | Pittsburgh, Pennsylvania | CFA | Percentage of assets, Fixed fees | | [Arlene Neff](https://find.wellspent.co/advisors/arlene-neff.md) | A. Neff Associates | Pittsburgh, Pennsylvania | | Percentage of assets, Hourly | | [Christopher Pavcic](https://find.wellspent.co/advisors/christopher-pavcic.md) | EWA | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Daniel Yeager](https://find.wellspent.co/advisors/daniel-yeager.md) | Valley Brook Capital Group | Pittsburgh, Pennsylvania | | Percentage of assets, Hourly | | [David Mandelblatt](https://find.wellspent.co/advisors/david-mandelblatt.md) | Wealthprotect Advisors | Pittsburgh, Pennsylvania | | Fixed fees | | [Dennis Criteser](https://find.wellspent.co/advisors/dennis-criteser.md) | Compass Investments | Pittsburgh, Pennsylvania | | Percentage of assets, Hourly | | [Drew Deimel](https://find.wellspent.co/advisors/drew-deimel.md) | EWA | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Frank Burnette](https://find.wellspent.co/advisors/frank-burnette.md) | Morrison Fiduciary Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Gregory Dukes](https://find.wellspent.co/advisors/gregory-dukes.md) | MFA Wealth Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Jack McMahon](https://find.wellspent.co/advisors/jack-mcmahon.md) | MFA Wealth Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [James Mendelson](https://find.wellspent.co/advisors/james-mendelson.md) | Ironview Capital Management | Pittsburgh, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [James Ruttenberg](https://find.wellspent.co/advisors/james-ruttenberg.md) | EWA | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Jamison Smith](https://find.wellspent.co/advisors/jamison-smith.md) | EWA | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Jordan Fediaczko](https://find.wellspent.co/advisors/jordan-fediaczko.md) | EWA | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Kimberly Forrest](https://find.wellspent.co/advisors/kimberly-forrest.md) | Bokeh Capital Partners | Pittsburgh, Pennsylvania | | Percentage of assets | | [Mark Kasimirsky](https://find.wellspent.co/advisors/mark-kasimirsky.md) | MFA Wealth Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Megan Petruska](https://find.wellspent.co/advisors/megan-petruska.md) | MFA Wealth Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Nathan Fulkman](https://find.wellspent.co/advisors/nathan-fulkman.md) | MFA Wealth Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Nicole Cosnotti](https://find.wellspent.co/advisors/nicole-cosnotti.md) | Atmos Advisory | Pittsburgh, Pennsylvania | | Percentage of assets | | [Olivia Knecht](https://find.wellspent.co/advisors/olivia-knecht.md) | Compass Investments | Pittsburgh, Pennsylvania | | Percentage of assets, Hourly | | [Petru Donisanu](https://find.wellspent.co/advisors/petru-donisanu.md) | Franklin Madison Private Wealth | Pittsburgh, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Richard Tice](https://find.wellspent.co/advisors/richard-tice.md) | Valley Brook Capital Group | Pittsburgh, Pennsylvania | | Percentage of assets, Hourly | | [Robert Richardson](https://find.wellspent.co/advisors/robert-richardson.md) | Winthrop Partners - WPA | Pittburgh, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Robert White](https://find.wellspent.co/advisors/robert-white.md) | Legend Financial Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Stephen Blahovec](https://find.wellspent.co/advisors/stephen-blahovec.md) | North River Wealth Advisors | Pittsburgh, Pennsylvania | | Percentage of assets | | [Thomas Reading](https://find.wellspent.co/advisors/thomas-reading.md) | Courier Capital | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Tyler Howells](https://find.wellspent.co/advisors/tyler-howells.md) | MFA Wealth Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [William McMahon](https://find.wellspent.co/advisors/william-mcmahon.md) | MFA Wealth Advisors | Pittsburgh, Pennsylvania | | Percentage of assets, Fixed fees | | [Yongjun Li](https://find.wellspent.co/advisors/yongjun-li.md) | Kailasa Capital Management | Pittsburgh, Pennsylvania | | Percentage of assets, Performance-based fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).