Kramer Fiduciary Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2013. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“The firm’s current hourly rate is $125.”

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

How Kramer Fiduciary Services’ fees compare

• Its hourly rate of $125 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.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Kramer Fiduciary Services

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2000 (26 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• College planning
• 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

Employees

4

Services reported to regulators

Financial planning, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

121910

Website

KRAMERFIDUCIARY.COM (opens in new tab)

Phone

(412) 351-2150

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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