Brian Yates
Brian Yates is a CFP-designated registered investment advisor at Pittsburgh Financial Planners, INC., based in Bridgeville, PA, with 31 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 179 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
1195 Washington Pike, Suite 100, Bridgeville, PA, 15017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is a minority participating member in Triple Threat Lacrosse LLC, coaching and consulting for less than 10 hours per month. He is also a managing member of Byates Enterprises, LLC, providing services to Pittsburgh Financial Planners, Inc and conducting other business consulting activities since July 2023, as well as a coach for Iron City Lacrosse Club since September 2023.
Employment History
Current Registrations
Pittsburgh Financial Planners, INC.
Previous Registrations
Muhlenkamp & CO INC
Quasar Distributors, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Schonfeld Securities, LLCBroker
H.J. Meyers & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.