Morrison Fiduciary Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly rate $250/hour Flat Fee”

Annual fee

$5,000⁠-⁠$40,000/yr

“$5,000 to $40,000 annually For some clients, MFA negotiates a flat fee which is dependent upon the value of the client’s assets under advisement, the portfolio’s complexity, number of investment managers and asset classes, number of meetings, travel time, and other pertinent factors.”

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

How Morrison Fiduciary Advisors, Inc. bills

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

• “These professional fees are negotiable once the full scope of a potential engagement has been determined.”
• “This professional fee is invoiced in quarterly installments in advance of each calendar quarter and payable by the end of the quarter.”
• “Clients can terminate MFA's investment advisory contract with a 30-day written notice and prepaid fees will be returned to the client on a pro-rata basis.”

How Morrison Fiduciary Advisors, Inc.’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 annual fee of $5,000-$40,000 spans the Pennsylvania median of $6,000. 84% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• 5 of the 7 other planners in Pittsburgh that publish an annual fee charge less.

About Morrison Fiduciary Advisors, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

2% a year

Clients

9

Employees

1

Works with

Individuals, high net worth individuals, charities, and state and local governments

Services reported to regulators

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

Assets managed

$67,608,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

127562

Phone

(412) 996-6052

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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