Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
622 clients
Average Client Portfolio
$924K average
Assets Under Management
$574.7M

Fee Structure

Minimum Investment:$1M
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Location

Foster Plaza 6, 681 Andersen Drive, Suite 100, Pittsburgh, PA, 15220

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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.

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Employment History
Current Registrations
Hapanowicz Financial
April 2025 - Present · 10 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Eric F Forsythe - Financial Advisor | TrueAdvisor