Medwealth Advisors fees and pricing

Financial planner in Pittsburgh, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 14, 2026, Medwealth Advisors charges a monthly fee of $450 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $450/mo; “Since fees are paid in arrears, no refund will be needed upon termination of the account. 5 All Physicians (Attending, Resident, Fellow) Annual Advisory Fee $450/month Net Worth Below $500,000 Lesser of:”

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

“The fee may be negotiable in certain cases.”
“Fees for this service may be paid by electronic funds transfer or check.”
“Advisory fees are directly debited from Client accounts, or the Client may choose to pay by electronic funds transfer or check.”

It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Principal: Mark Moretti
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Fixed or flat fees
Charges a % of assets: No
Clients: 13
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $9,869,965
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 314374
Website: medwealthadvisors.com (opens in new tab)
Phone: (412) 498-5577

Is something on this page wrong or out of date?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.