Centerview Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“The negotiated hourly fee for these services is between $100 and $300.”

Flat or project fee

$500⁠-⁠$30,000

“The negotiated fixed rate for creating client financial plans is between $500 and $30,000.”

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

How Centerview Wealth Advisors, LLC bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of CWA, LLC's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of CWA, LLC's fees within five business days of signing the Financial Planning Agreement.”

How Centerview Wealth Advisors, LLC’s fees compare

• Its hourly rate of $100-$300 spans the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 3 of the 15 other planners in Pittsburgh that publish an hourly rate charge less.
• Its flat or project fee of $500-$30,000 spans the Pennsylvania median of $3,650. 91% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 12 of the 14 other planners in Pittsburgh that publish a flat or project fee charge less.

About Centerview Wealth Advisors, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2014 (12 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

1.25% a year

Clients

165

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$144,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173260

Website

cvwadvisors.com (opens in new tab)

Phone

(412) 532-8111

Can advise clients in 2 states: Ohio, Pennsylvania

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
• Allegheny InvestmentsPittsburgh$500/hr
• DS Wealth Advisors, Inc.Pittsburgh$100⁠-⁠$150/hr
• Emerick Financial Planning, LLCPittsburgh$120⁠-⁠$360/hr, $500⁠-⁠$10,000

Compare all 40 planners in Pittsburgh