The Baran James Company, Inc. fees and pricing

Published fees

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

Hourly rate

$250/hr

“The Advisors hourly fee will be billed at a rate of $250 per hour and will be negotiated and agreed upon by the parties in advance.”

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

How The Baran James Company, Inc. bills

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

• “The Advisor will also send a quarterly invoice to the client outlining the fee calculation and the amount withdrawn from the client account.”
• “In some situations where fees cannot be deducted from the account, the Advisor will invoice the client.”
• “Page 7 negotiate and agree to an advisory fee directly with the client and the Sub-advisor will invoice the client as provided in its disclosure brochure.”

How The Baran James Company, 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.

About The Baran James Company, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2011 (15 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

212

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$89,692,088

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

156242

Website

baranjames.com (opens in new tab)

Phone

(412) 531-1233

Can advise clients in 2 states: Ohio, Pennsylvania

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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