Carl Emerick is a CFP-designated registered investment advisor at Emerick Financial Planning, LLC, based in Pittsburgh, PA, with 26 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 80 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Initial Financial Assessment - A limited scope session to gather financial information, identify goals, and determine areas for further analysis. The fee is based on an hourly rate of $120 to $360, billed in 15-minute increments.
- Project-Based Financial Planning - A broad-based or modular financial plan with a fixed fee ranging from $500 to $10,000, depending on complexity and time involved.
- Hourly Planning Engagement - Billed at an hourly rate of $120 to $360, in 15-minute increments. Services include meetings, phone calls, emails, analysis, and administrative tasks.
Contact
Carl Emerick
Location
1580 Mclaughlin Run Road, Suite 210, Pittsburgh, PA, 15241
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Emerick Financial Planning, LLC
Previous Registrations
Sentinel Wealth Management, INC.
Blue Ronald & CO LLC
State Registrations1 state
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Exams
Additional Information
Emerick Financial Planning, LLC is currently accepting new clients.