80 West Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“We offer a flat fee for Analysis & Review of investments if the Client would like to engage for a short-term project. ​ Analysis & Onboarding Fee Type Amount AUM Onboarding $1,000, paid at signing Analysis & Review (no AUM) $2,750, paid in (2) segments Hourly Project Fee $250 per hour, 4 hour minimum AUM Asset…”

Annual fee

$2,000/yr

“Clients who do not have fees above $3,750 may add comprehensive financial planning services for $2,000 per year.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 80 West Asset Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Client accounts are typically billed quarterly in arrears and prorated for partial periods, contributions and withdrawals.”
• “The comprehensive planning service fee, if elected by the client and AUM fees are below $3,750, will be invoiced separately on an annual basis and can be paid at onboarding and in arrears of work completed in (2) segments via ACH or credit card.”
• “The first payment will be invoiced after onboarding and the second when the analysis is completed.”

How 80 West Asset Management, LLC’s fees compare

• Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 7 of the 15 other planners in Pittsburgh that publish an hourly rate charge less.
• Its annual fee of $2,000 is below the Pennsylvania median of $6,000. 14% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• None of the 7 other planners in Pittsburgh that publish an annual fee charge less.

About 80 West Asset Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

20

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$6,922,248

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330401

Phone

(412) 387-2668

Other planners in Pittsburgh that publish fees

• A. Neff Associates LLCPittsburgh$150/hr
• Allegheny Financial GroupPittsburgh$500/hr
• Allegheny InvestmentsPittsburgh$500/hr
• Centerview Wealth Advisors, LLCPittsburgh$100⁠-⁠$300/hr, $500⁠-⁠$30,000
• DS Wealth Advisors, Inc.Pittsburgh$100⁠-⁠$150/hr
• Emerick Financial Planning, LLCPittsburgh$120⁠-⁠$360/hr, $500⁠-⁠$10,000

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