Fee-only adviser · Pittsburgh, PA
Hapanowicz Financial
Hapanowicz Financial is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Pittsburgh, Pennsylvania. On its latest Form ADV, filed June 24, 2026, it reports $622M in regulatory assets under management, 640 individual clients and 7 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 | 157523 · SEC file 801-72352 |
| Office | Foster Plaza 6, 681 Andersen Drive Suite 100 Pittsburgh, PA 15220 |
| Phone | (412) 261-5966 |
| Website | www.hapfinancial.com |
| Regulatory assets under management | $622M ($520M discretionary) |
| Individual clients | 462 non-high-net-worth, 178 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Other |
| Services | Financial planning, Portfolio management, Pension consulting, Educational seminars |
| Employees | 13 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 24, 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 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.
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- DWD Portfolio Solutions, Inc. $248M
See all 38 fee-only advisers in Pittsburgh →
Nearby
- Oakmont 1 firm
- Sewickley 6 firms
- Monroeville 1 firm
- White Oak 1 firm
- Venetia 1 firm
- Wexford 7 firms
- Canonsburg 7 firms
- McMurray 2 firms
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