DS Wealth Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$150/hr

“The negotiated hourly fee for these services is between $100 and $150.”

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

How DS Wealth Advisors, Inc. 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 DSWAI's fees within five business days of signing the Investment Advisory Contract.”
• “The fee is charged quarterly in advance and is based upon a percentage of the market value of all assets in the account, including cash and cash equivalents, on the last day of each calendar quarter.”

How DS Wealth Advisors, Inc.’s fees compare

• Its hourly rate of $100-$150 is below the Pennsylvania median of $250. 4% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• None of the 15 other planners in Pittsburgh that publish an hourly rate charge less.

About DS Wealth Advisors, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.3% a year

Clients

171

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$35,400,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

172878

Website

dswealthadvisors.com (opens in new tab)

Phone

(412) 366-0900

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
• Centerview Wealth Advisors, LLCPittsburgh$100⁠-⁠$300/hr, $500⁠-⁠$30,000
• Emerick Financial Planning, LLCPittsburgh$120⁠-⁠$360/hr, $500⁠-⁠$10,000

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