Allegheny Investments fees and pricing
Financial planner in Pittsburgh, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Allegheny Investments charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Our maximum hourly fee rate is $500.00, and we will negotiate this fee with you in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Allegheny Investments bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are typically billed in advance, in accordance with the terms of the investment management agreement.”
- “In limited circumstances, Allegheny invoices clients for their fees as described in the client’s investment management agreement.”
- “We permit existing clients to continue to be billed accordingto previously published ADV schedules in cases where the relationship was established under the then published ADV terms.”
How Allegheny Investments’ fees compare
- Its hourly rate of $500 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 13 of the 15 other planners in Pittsburgh that publish an hourly rate charge less.
About Allegheny Investments
“Allegheny Investments (herein “Allegheny”, “we”, or “us”) offers investment management and financial planning services to clients. Browne to provide comprehensive financial planning to clients in the Greater Pittsburgh area.”
- Firm size: 21 employees.
- Founded: 1976 (50 years).
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
- 1,360
- Employees
- 21
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $742,120,123
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 7597
- Phone
- (412) 367-3880
Can advise clients in 16 states: Arizona, California, Florida, Georgia, Louisiana, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia
Other planners in Pittsburgh that publish fees
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A. Neff Associates LLCPittsburgh$150/hr
- Allegheny Financial GroupPittsburgh$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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.