Emerick Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$120⁠-⁠$360/hr

“Sessions typically involve 60 to 120 minutes of meeting time (may be shorter or longer) and are charged a fee based on an hourly rate of between $120 and $360 for time spent in the session, billed in 15 minute increments.”

Flat or project fee

$500⁠-⁠$10,000

“We are compensated for project-based plans on a fixed fee basis ranging from $500 to $10,000 per plan.”

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

How Emerick Financial Planning, LLC bills

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

• “Payment is made via check, draft, or through qualified, unaffiliated third-party processors requiring your authorization.”
• “The fee is payable at the conclusion of the meeting.”
• “An hourly planning engagement is generally limited in scope and is billed via an hourly fee.”

How Emerick Financial Planning, LLC’s fees compare

• Its hourly rate of $120-$360 spans the Pennsylvania median of $250. 33% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 6 of the 15 other planners in Pittsburgh that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Pennsylvania median of $3,650. 64% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 10 of the 14 other planners in Pittsburgh that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Emerick Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Divorce
• Equity compensation
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

81

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281576

Website

emerickfinancial.com (opens in new tab)

Phone

(412) 419-1905

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
• DS Wealth Advisors, Inc.Pittsburgh$100⁠-⁠$150/hr

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