Financial advisors for tax planning in Pittsburgh, Pennsylvania

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.

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.

See every fee-only advisor fee in Pennsylvania

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.

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?

1. Do you prepare my return, or coordinate with my preparer?
2. Will you give me a written multi-year tax projection?
3. What tax decisions would you want to make with me before year end?
4. How do you weigh tax savings against investment risk?
5. 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.