Pittsburgh Financial Planners, Inc.

Retirement Planning Firm in Bridgeville, PA

Firm Info
Address: 1195 Washington Pike #100, Bridgeville, PA 15017, USA
Phone: (412) 220-1690

Firm Size
Assets Under Management: $114.5 million
# of Advisors: 2
# of Clients: 393
Client to Advisor Ratio: 197:1
Average Account Size: $291,329
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Pittsburgh Financial Planners, Inc. Overview

Pittsburgh Financial Planners, Inc. is an investment advisory firm based in Bridgeville, PA. The firm has been in business since 2022 and offers fee-only financial planning services. As a registered investment advisor with a focus on investment advice, Pittsburgh Financial Planners, Inc. provides expert guidance to both individuals and small businesses. The firm's services include portfolio management for individuals and small businesses, as well as for businesses or institutional clients. Pittsburgh Financial Planners, Inc. works with clients to craft customized investment portfolios that are tailored to their unique financial goals, risk tolerance, and overall investment objectives. In addition to portfolio management, the firm also offers selection of other advisors. This service helps clients navigate the often-confusing world of investment advisors, providing expert guidance on selecting the right advisor to suit their needs. By combining personalized investment management services with expert advice, Pittsburgh Financial Planners, Inc. helps clients reach their dynamic financial goals with confidence and peace of mind.

PITTSBURGH FINANCIAL PLANNERS, INC. is a renowned financial advisory firm that caters to a diverse range of clients with a comprehensive suite of services. The firm's clientele includes individuals looking to enhance their financial plans, high net worth individuals seeking personalized investment management services, pension or profit sharing plans that require assistance with plan design, compliance, and asset allocation. Additionally, the firm also serves other types of corporations requiring financial planning assistance such as LLCs, partnerships, and sole proprietorships. PITTSBURGH FINANCIAL PLANNERS, INC. offers flexible fee structures based on the services provided. For clients seeking investment management or financial planning services, the firm charges a percentage of assets under management (AUM). Hourly fees are available for specific services such as tax planning or asset allocation. Furthermore, fixed fee structures are available for more complex financial planning needs, such as estate planning or retirement planning. The firm also offers other types of fees, which can be discussed and customized as per the client's specific needs and requirements. Overall, PITTSBURGH FINANCIAL PLANNERS, INC. takes pride in offering bespoke solutions tailored to its clients' specific financial needs while ensuring transparency and affordability in its fee structures.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Pittsburgh Financial Planners, Inc., there is no mention of an investment minimum. Therefore, it is unclear what the firm's investment minimum may be.

How This Office Can Help Bridgeville, PA Residents

Pittsburgh Financial Planners, Inc. is a firm that provides a wide range of financial planning services to clients in Bridgeville, PA. Their services are tailored to the specific needs of each client, taking into account their financial situation, goals, and aspirations. Whether someone is saving for retirement, buying a home, or planning for their children's education, Pittsburgh Financial Planners, Inc. can help. Many residents in Bridgeville, PA are facing financial challenges such as planning for retirement, managing debt, or saving for their children's education. Pittsburgh Financial Planners, Inc. can help alleviate these concerns by providing a personalized financial plan that takes into consideration their situation and helps them work towards their financial goals. Additionally, the firm can help clients navigate complex financial decisions such as investing in the stock market or buying a property. Overall, Pittsburgh Financial Planners, Inc. provides a comprehensive suite of financial services that help Bridgeville residents achieve financial security and peace of mind.


Services Offered by Pittsburgh Financial Planners, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Pittsburgh Financial Planners, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1195 Washington Pike #100, Bridgeville, PA 15017, USA
Phone (412) 220-1690
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Pittsburgh Financial Planners, Inc. is registered to service clients in the following states:

  • Louisiana
  • New Hampshire
  • Ohio
  • Pennsylvania
  • Texas

Disciplinary History

Pittsburgh Financial Planners, Inc. does not have any disclosures. Please visit it's Form ADV for more details.