H Financial Management

H Financial Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Canonsburg, Pennsylvania. On its latest Form ADV, filed September 11, 2026, it reports $622M in regulatory assets under management, 544 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	148209 · SEC file 801-69665
Office	400 Southpointe Blvd. Plaza One, Suite 420 Canonsburg, PA 15317
Phone	(724) 745-9406
Website	www.hfinancialmanagement.com
Regulatory assets under management	$622M ($570M discretionary)
Individual clients	378 non-high-net-worth, 166 high-net-worth
Financial planning clients	51-100
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management
Employees	6
Disciplinary disclosures	None reported
Latest Form ADV filing	September 11, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Canonsburg

• Braun-Bostich & Associates Inc. $250M
• Main Advisory, Inc. $163M
• Hutchison Whitehead Wealth Management $90M
• Storie Financial Advisory LLC $86M
• Bryan Advisory Services, LLC $2.4M
• Grant Street Asset Management Inc $769M

See all 7 fee-only advisers in Canonsburg →

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