Kapusta Financial Group fees and pricing

Published fees

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

Hourly rate

$250/hr

“For all other advisory services described in Item 4 above, including comprehensive planning, retirement planning, estate planning, investment consulting, and planning by module, KFG will charge an hourly rate not to exceed $250 per hour.”

Flat or project fee

$5,000

“In some cases, KFG will charge a fixed project fee not to exceed $5,000.”

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

How Kapusta Financial Group bills

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

• “The client and KFG will agree as to the then current value of managed assets, and the client will be invoiced accordingly.”
• “Thereafter, the client will be billed a portion of the annual percentage of assets under management fee, on a quarterly basis in advance, based on the value of the managed assets as of the anniversary date of the Advisory Agreement.”
• “The client is notified, in advance, of the fee for each upcoming year.”

How Kapusta Financial Group’s fees compare

• Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 7 of the 15 other planners in Pittsburgh that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Pennsylvania median of $3,650. 57% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 8 of the 14 other planners in Pittsburgh that publish a flat or project fee charge less.

About Kapusta Financial Group

• Firm size: 4 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning

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

1.15% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

205

Employees

4

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$199,605,506

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

123349

Website

kapustafinancial.com (opens in new tab)

Phone

(412) 851-1400

Can advise clients in 3 states: Florida, Pennsylvania, Texas

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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