CW
CFP
CW
CFP

Chris Patrick Wieder

24 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
3,952 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.65%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.45%
$25.0M - $50.0M0.40%
$50M+0.35%

Allegheny has the right to deviate from this schedule. Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237

Get directions

History

Regulatory History
Clean regulatory record

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

Chris is an independent contractor and owner providing tax preparation services to established relationships. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Allegheny Financial Group LTD
April 2013 - Present · 12 yrs 10 mos
Previous Registrations
Allegheny Investments, LTD.
April 2013 - December 2024 · 11 yrs 8 mos
Allegheny Investments, LTD.Broker
January 2007 - December 2024 · 17 yrs 11 mos
Natcity Investments, INC.Broker
September 2004 - October 2005 · 1 yr 1 mo
Waddell & Reed, INC.Broker
May 2002 - September 2004 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
November 2000 - October 2001 · 11 mos
American Express Financial Advisors INC.Broker
May 1999 - November 2000 · 1 yr 6 mos
Ids Life Insurance CompanyBroker
May 1999 - November 2000 · 1 yr 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.