Fragasso Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$50,000

“Annual Flat Fee Annual Fee Based on a Percentage of Plan Assets Annual Tiered Fee Based on Percentage of Plan Assets One-Time Flat Rate Fee for Project Specific Work The typical maximum flat rate fee per year is $50,000 per plan.”

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

How Fragasso Financial Advisors bills

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

• “We will not require payment of more than $1,200 in fees more than six months in advance.”
• “Fees are negotiable at the discretion of FFA and will be as stated in the written investment advisory agreement.”
• “Fees for services will be billed based on one or more of the following methods listed below and in the amount as agreed upon between FFA and the plan sponsor in the written consulting services agreement.”

How Fragasso Financial Advisors’ fees compare

• Its flat or project fee of $50,000 is above the Pennsylvania median of $3,650. 96% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Sewickley that publish a flat or project fee charge less.

About Fragasso Financial Advisors

• Firm size: 35 employees.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

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

2,073

Employees

35

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$2,831,366,332

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

123255

Website

linkedin.com/company/fragassoadvisors (opens in new tab)

Phone

(412) 227-3200

Can advise clients in 26 states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illinois, Kansas, Louisiana, Massachusetts, Maryland, Michigan, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia

Other planners in Sewickley that publish fees

• Bill Few Associates, Inc.Sewickley$200⁠-⁠$300/hr, $500⁠-⁠$5,000
• JMS Capital Group Wealth Services, LLCSewickley$500⁠-⁠$5,000
• Reliance Financial AdvisorsSewickley$250/hr
• Sewickley Financial LLCSewickley$200/hr
• Thi, Inc.Sewickley$500⁠-⁠$1,000

Compare all 11 planners in Sewickley