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Financial advisors · Pennsylvania

Fee-only financial advisors in Pittsburgh, PA

From SEC and state Form ADV filingsUpdated 2026-11-07

38 fee-only investment advisers have offices in Pittsburgh, Pennsylvania, according to their Form ADV filings with the SEC and state regulators. 21 offer hourly or flat-fee arrangements, 14 charge only a percentage of the assets they manage, and 29 provide financial planning. 24 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 2 firms report disciplinary history and are listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 38 of 38

Mfa Wealth Advisors, LLC

650 Washington Road Suite 8000, Pittsburgh, PA 15228 · (412) 343-8700

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$605M
Individual clients
801
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Hapanowicz Financial

Foster Plaza 6, 681 Andersen Drive Suite 100, Pittsburgh, PA 15220 · (412) 261-5966

  • Percentage of assets
  • Financial planning
Assets managed
$622M
Individual clients
640
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Trebuchet Consulting, LLC

313 Castle Shannon Blvd., Pittsburgh, PA 15234 · (412) 388-0715

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.1B
Individual clients
410
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Ewa, LLC

381 Mansfield Ave Suite 200 a & B, Pittsburgh, PA 15220 · (412) 288-2363

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$751M
Individual clients
397
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Kapusta Financial Group

110 Fort Couch Road Suite 108, Pittsburgh, PA 15241 · (412) 851-1400

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$200M
Individual clients
205
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Compass Investments LLC

2681 Sidney Street Suite 150, Pittsburgh, PA 15203 · (570) 916-2208

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$93M
Individual clients
176
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Atmos Advisory, LLC

1001 Liberty Avenue Suite 500, Pittsburgh, PA 15222 · (412) 497-1766

  • Percentage of assets
  • Financial planning
Assets managed
$181M
Individual clients
85
Advisory staff
4
Registered with
SEC

Profile · SEC record

Rockcliff Capital, LLC

1725 Washington RD. Ste. 603, Pittsburgh, PA 15241 · (412) 833-3091

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$67M
Individual clients
60
Advisory staff
1
Registered with
PA

Profile · Website · SEC record

Etch Financial

1121 Boyce Road #1200B, Pittsburgh, PA 15241 · (412) 530-6977

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$14M
Individual clients
39
Advisory staff
2
Registered with
GA, PA

Profile · Website · SEC record

Greycourt & Co., Inc.

116 15th Street Suite 702, Pittsburgh, PA 15222 · (412) 361-0100

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$6.6B
Individual clients
36
Advisory staff
19
Registered with
SEC

Profile · Website · SEC record

A. Neff Associates LLC

Pittsburgh, PA (office address not published) · (412) 371-2219

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$25M
Individual clients
27
Advisory staff
1
Registered with
PA

Profile · Website · SEC record

Zimmer Financial Planning

Pittsburgh, PA (office address not published) · (412) 418-1871

  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
25
Advisory staff
1
Registered with
OH, PA

Profile · SEC record

80 West Asset Management, LLC

Pittsburgh, PA (office address not published) · (412) 387-2668

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$6.9M
Individual clients
20
Advisory staff
1
Registered with
PA

Profile · SEC record

Blue Devil Advisors LLC

110 Fort Couch RD. Suite 306, Pittsburgh, PA 15241 · (646) 835-9587

  • Percentage of assets
  • Financial planning
Assets managed
$2.7M
Individual clients
4
Advisory staff
1
Registered with
PA

Profile · SEC record

Keystone Bitcoin

207 34th Street Unit 314, Pittsburgh, PA 15201 · (412) 844-4994

  • Percentage of assets
  • Financial planning
Assets managed
Not reported
Individual clients
2
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Vista Investment Management, LLC

400 Penn Center Blvd., Suite 555, Pittsburgh, PA 15235 · (412) 824-5940

  • Percentage of assets
Assets managed
$324M
Individual clients
180
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

US Asset Management, LLC

211 N. Whitfield Street Suite 201, Pittsburgh, PA 15206 · (412) 231-8209

  • Percentage of assets
Assets managed
$358M
Individual clients
7
Advisory staff
4
Registered with
SEC

Profile · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Pittsburgh

Another 31 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Pittsburgh?

Form ADV records how firms charge, not what they charge. Of the 38 firms listed here, 21 offer hourly or flat fees and 35 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Pittsburgh advisers selected?

Every registered investment adviser with an office in Pittsburgh that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.