Emerick Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
81
49% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
81
Very HighAverage account size
$0
About
Emerick Financial Planning provides financial planning and investment consultation to individuals, high‑net‑worth clients and small businesses. Services described in the brochure include cash flow and debt management, retirement and college funding planning, tax and estate planning, employee benefits guidance, investment consultation, and scheduled educational workshops offered to the public.
The firm operates under a fiduciary standard and uses fundamental analysis and Modern Portfolio Theory when providing investment guidance, generally favoring long‑term, buy‑and‑hold allocations in mutual funds and ETFs with periodic rebalancing. Financial planning engagements are delivered on an hourly or fixed‑fee basis (broad‑based or modular), and investment advice is non‑discretionary with clients retaining final implementation authority.
Notable distinctions include that the firm’s principal holds CFP® and CPA credentials while the firm itself is not affiliated with an accounting practice and does not provide tax preparation services; it coordinates with outside professionals as needed. The firm also routinely offers complimentary educational workshops and structures fees as hourly or project/project‑based fixed fees rather than percentage‑of‑AUM charges, and it does not maintain discretionary custody or ongoing portfolio management of client assets.
Client services
Financial planning
Educational seminars or workshops
Expertise
General retirement planning
Tax strategies for small businesses
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Fee options
Fixed fees for project-based financial planning range from $500 to $10,000; initial financial assessment sessions charged hourly ($120-$360).
Hourly rates range between $120 and $360 per hour, billed in 15-minute increments.
Fee-only: Fixed fee financial planning engagements range from $500 to $10,000 per plan; hourly planning engagements billed between $120 and $360 per hour in 15-minute increments; initial financial assessment sessions billed at hourly rate between $120 and $360 per session.
Main office location
Emerick Financial Planning, LLC
1580 Mclaughlin Run Road, Suite 210
Pittsburgh PA 15241, United States
Number of offices
1
Most active in
Emerick Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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