Finease Consulting fees and pricing
Financial planner in Pittsburgh, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Finease Consulting charges a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000
“The fixed fee generally does not exceed $1,000.00 and will be determined after a preliminary review of clients’ financial situation and will be calculated based on such factors as the complexity of the services required by FinEase Consulting in order to provide services to client, and the time of client meeting…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Finease Consulting bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For clients requiring a complete financial plan, services will be provided on a fixed fee basis which is due upon completion of services.”
- “The fixed fee is negotiable and will be documented in the Service Agreement.”
How Finease Consulting’s fees compare
- Its flat or project fee of $1,000 is below the Pennsylvania median of $3,650. 12% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 1 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 Finease Consulting
“FinEase Consulting seeks to provide clients with financial planning and consulting services.”
- 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
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332546
- Phone
- (757) 672-7415
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
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.