# Financial advisors for tax planning in Pittsburgh, Pennsylvania > For tax planning in Pittsburgh, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Michael Rausch of North River Wealth Advisors, Madison Sharick of Madi Manages Money LLC and Carl Emerick of Emerick Financial Planning. Page: https://find.wellspent.co/specialties/tax-planning/pennsylvania/pittsburgh/ 27 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about tax planning in Pittsburgh? For tax planning in Pittsburgh, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Michael Rausch of North River Wealth Advisors, Madison Sharick of Madi Manages Money LLC and Carl Emerick of Emerick Financial Planning. - [Michael Rausch](https://find.wellspent.co/advisors/michael-rausch/), North River Wealth Advisors, Pittsburgh City. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Madison Sharick](https://find.wellspent.co/advisors/madison-sharick/), Madi Manages Money LLC, Pittsburgh City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Carl Emerick](https://find.wellspent.co/advisors/carl-emerick/), Emerick Financial Planning, Pittsburgh City. Holds the CFP. Fees on file: hourly. - [Sarah Veverka](https://find.wellspent.co/advisors/sarah-veverka/), Guyasuta Investment Advisors, Pittsburgh City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Mitchell Mosgrove](https://find.wellspent.co/advisors/mitchell-mosgrove/), Trebuchet Consulting, Pittsburgh City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Ryan Galiotto](https://find.wellspent.co/advisors/ryan-galiotto/), Etch Financial, Pittsburgh City. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Pittsburgh work on tax planning? The Wellspent public graph lists 27 fee-only advisors for tax planning in Pittsburgh, at 7 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for tax planning in Pittsburgh charge? The most common fee among fee-only advisors for tax planning in Pittsburgh is a percentage of assets, used by 93% of the 27 with fees on file. Many use more than one: 67% charge fixed fees and 30% 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 much does a one-time financial plan cost in Pennsylvania? A one-time financial plan from a fee-only firm in Pennsylvania has a median price of $1,695. We found this across the published prices of 27 Pennsylvania firms. ## What credentials should a financial advisor for tax planning have? For tax planning, look for the CFP. In Pittsburgh, 26% of the 27 advisors listed hold the CFP. - CFP (26% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Pittsburgh advisors for tax planning compare with the rest of the US? 26% of fee-only advisors for tax planning in Pittsburgh hold the CFP, compared with 50% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What should I ask a financial advisor about tax planning in Pittsburgh? - Do you prepare my return, or coordinate with my preparer? - Will you give me a written multi-year tax projection? - What tax decisions would you want to make with me before year end? - How do you weigh tax savings against investment risk? - How do you account for local income tax where I live and work? ## How current is this list of fee-only advisors for tax planning 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 | | [Carl Emerick](https://find.wellspent.co/advisors/carl-emerick.md) | Emerick Financial Planning | Pittsburgh, Pennsylvania | CFP | Hourly | | [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 | | [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 | | [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 | ## 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).