Legend Financial Advisors Inc fees and pricing
Financial planner in Pittsburgh, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Legend Financial Advisors Inc charges $100-$300 an hour, a flat or project fee of $500-$10,000, and an annual fee of $5,000 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.
- Hourly rate
- $100-$300/hr
“Investment Coordinator: $300.00 per hour $150.00 per hour $150.00 per hour $100.00 per hour $100.00 per hour $100.00 per hour - Page 10 - Administrative:”
- Flat or project fee
- $500-$10,000
“Generally, annual financial planning can range between $500 - $10,000.”
- Annual fee
- $5,000/yr
“Generally, Legend accepts clients with a minimum annual fee of $5,000.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Legend Financial Advisors Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For any service, a client may terminate their relationship at any time and receive a pro rata refund of any unearned fee.”
- “Similarly, any earned, unpaid fees will be due and payable upon termination.”
- “For any service, Legend may terminate their relationship at any time and will refund any unearned fees as determined on a pro rata basis, if applicable.”
How Legend Financial Advisors Inc’s fees compare
- Its hourly rate of $100-$300 spans the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 3 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.
- Its annual fee of $5,000 is below the Pennsylvania median of $6,000. 39% of the 74 other Pennsylvania planners that publish an annual fee charge less.
- 2 of the 7 other planners in Pittsburgh that publish an annual fee charge less.
About Legend Financial Advisors Inc
“Legend offers a variety of services, including investment management, investment analysis, financial planning, retirement plan consulting, and general financial consulting to individuals, high net worth individuals, qualified and non-qualified retirement plans, non-profit organizations, and corporate entities.”
- Firm size: 11 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 1993 (33 years).
Planning areas mentioned in the brochure
- Tax planning
- Cash flow and budgeting
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
- Clients
- 215
- Employees
- 11
- 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, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $389,919,871
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108207
- Phone
- (412) 635-9210
Can advise clients in 7 states: Arizona, Maryland, North Carolina, New Hampshire, New Jersey, 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
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.