Assets Under Management

$574.7M

Number of Clients

622

Number of Advisors

6

Average Client AUM

$924K

AUM per Advisor

$95.8M

Compensation

Fee-Only (AUM)

About This Firm

Hapanowicz & Associates Financial Services, Inc. provides financial planning and asset management services. Financial planning covers investments, tax planning, asset allocation, risk management, and retirement planning. Asset management is offered through LPL Financial's Strategic Wealth Management platform.

Fee Structure

Minimum Investment:$1M
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location

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

6 Advisors at this firm

Hapanowicz Financial | TrueAdvisor