The Coury Firm fees and pricing
Financial planner in Pittsburgh, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, The Coury Firm charges an annual fee of $30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $30,000/yr
“The Firm requires a minimum annual fee of $30,000 for investment advisory services and basic wealth planning and coordination services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Coury Firm bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Firm charges these fees quarterly in arrears based on the value of the portfolio as of the last day of the quarter.”
- “If Client assets are deposited into or withdrawn from an account after the inception of a quarter, the fee payable concerning such assets will be adjusted or prorated based on such amounts deposited or withdrawn.”
- “The Firm’s fees for investment advisory services provided to Plan Clients are negotiable and are mutually agreed upon by the Plan Client depending on the level, complexity, and scope of services provided.”
How The Coury Firm’s fees compare
- Its annual fee of $30,000 is above the Pennsylvania median of $6,000. 89% of the 74 other Pennsylvania planners that publish an annual fee charge less.
- 7 of the 7 other planners in Pittsburgh that publish an annual fee charge less.
About The Coury Firm
“The Firm provides investment advisory and wealth planning services to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, investment advisors, and retirement plans, all collectively referred to in this document as “Clients.” The Firm, doing business as P.I.”
- Firm size: 23 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Minimum
- $30,000 minimum fee (stated in brochure)
- Clients
- 206
- Employees
- 23
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $1,324,806,135
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289145
- Phone
- (412) 261-5744
Can advise clients in 5 states: California, Delaware, Florida, Pennsylvania, West Virginia
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.