Fee-only financial advisors in Pittsburgh, Pennsylvania
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- James Holtzman Legend Financial Advisors, Inc. Holds the CFP and CPA. Fees on file: percentage of assets.
- Michael Rausch North River Wealth Advisors Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Madison Sharick Madi Manages Money LLC Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Thomas Franks Emmanuel Capital Management Holds the CFA. Fees on file: percentage of assets, hourly.
- Carl Emerick Emerick Financial Planning Holds the CFP. Fees on file: hourly.
- Andrew Gans Rockcliff Capital Holds the CFP. Fees on file: flat fee or retainer.
By the numbers
- Advisors listed
- 90
- Firms
- 40
- Cities
- 4
- Hold the CFP
- 31%
- Other credentials: CFA 11% · CPA 1% · ChFC 4%
- How they charge (of 90 with fees on file): percentage of assets 96% · fixed fees 61% · hourly 36% · flat fee or retainer 3%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Pittsburgh by what you need
- Tax planning (27)
- Retirement planning in Pennsylvania
- Estate planning in Pennsylvania
- Family wealth transfer in Pennsylvania
- Retirees in Pennsylvania
- Founders in Pennsylvania
- Pre-retirees in Pennsylvania
- Executives in Pennsylvania
- Small business owners in Pennsylvania
- Ultra-high-net-worth families in Pennsylvania
Find an advisor in Pennsylvania by fee, assets, or credential
Questions about fee-only advisors in Pittsburgh
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.
All 90 advisors in Pittsburgh
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Michael Rausch | North River Wealth Advisors | Pittsburgh | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Madison Sharick | Madi Manages Money LLC | Pittsburgh | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| James Holtzman | Legend Financial Advisors, Inc. | Pittsburgh | CFP, CPA | Percentage of assets |
| Peter Eberhart | Henry H. Armstrong Associates | Pittsburgh | CFP | Percentage of assets |
| Carl Emerick | Emerick Financial Planning | Pittsburgh | CFP | Hourly |
| Adam Scholl | Henry H. Armstrong Associates | Pittsburgh | CFA | Percentage of assets |
| Mitchell Mosgrove | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| Ryan Galiotto | Etch Financial | Pittsburgh | CFP | Percentage of assets, Hourly |
| Zachary Zimmer | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| Sarah Veverka | Guyasuta Investment Advisors | Pittsburgh | CFP | Percentage of assets, Fixed fees |
| Charles Davis | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Christina Simmonds | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Dante Sienko | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Eric Forsythe | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| James Armstrong | Henry H. Armstrong Associates | Pittsburgh | Not listed | Percentage of assets |
| Jillian Gisoni | Kapusta Financial Group | Pittsburgh | CFP | Percentage of assets, Hourly |
| Robert Hapanowicz | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Robert Hapanowicz | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Ryan Suess | Kapusta Financial Group | Pittsburgh | CFP | Percentage of assets, Hourly |
| Thomas Franks | Emmanuel Capital Management | Pittsurgh | CFA | Percentage of assets, Hourly |
| Andrew Gans | Rockcliff Capital | Pittsburgh | CFP | Flat fee or retainer |
| Nicholas Terezis | Marathon Strategic Advisors | Pittsburgh | CFA | Percentage of assets |
| Bernard Campbell | Etch Financial | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Donald Slone | Etch Financial | Pittsburgh | Not listed | Percentage of assets, Hourly |
| John Krolikowski | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Steven Miller | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Adam Szymanski | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Andrew Sencindiver | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Emily Weimer | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Henry Beukema | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Henry Kincaid | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Todd | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Jimil Wilson | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Kimberli Marino | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Paul Magovern | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Ronald Bartosh | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Catherine Kapusta | Kapusta Financial Group | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Nezamkhon Khodjaev | Keystone Bitcoin | Pittsburgh | Not listed | Percentage of assets |
| Andrew Pellegrino | Plum Street Advisors | Pitttsburgh | CFP | Percentage of assets |
| Benjamin Ruttenberg | EWA | Pittsburgh | CFP | Percentage of assets, Fixed fees |
| Craig Preisendefer | Latitude Advisors | Pittsburgh | CFP | Percentage of assets, Hourly |
| Devin Faddoul | Atmos Advisory | Pittsburgh | CFP | Percentage of assets |
| Francis Schuler | DWD Portfolio Solutions | Pittsburgh | CFP | Percentage of assets, Hourly |
| Kathleen Skowronek | Integrated Planning & Wealth Management | Pittsburgh | CFP | Percentage of assets, Fixed fees |
| Kelly Reddy-Heffner | 80 West Asset Management | Pittsburgh | CFP | Percentage of assets, Hourly |
| Kevin Siebert | Atmos Advisory | Pittsburgh | CFP | Percentage of assets |
| Mark Strey | Neptune Wealth | Pittsburgh | CFP | Percentage of assets, Hourly |
| Matthew Blocki | EWA | Pittsburgh | CFP | Percentage of assets, Fixed fees |
| Nicklaus Stonesifer | EWA | Pittsburgh | CFP, ChFC | Percentage of assets, Fixed fees |
| Richard Lerach | Atmos Advisory | Pittsburgh | CFP | Percentage of assets |
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