F
Finease Consulting
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
FinEase Consulting provides financial planning and consulting to individuals, families and high-net-worth households and, on a limited basis, facilitates referrals to third‑party investment advisers. Although registered as an investment adviser, the firm does not manage client assets, does not hold custody, and leaves implementation of recommendations to clients.
For investment matters, FinEase conducts due diligence and ongoing monitoring of third‑party investment advisers and references both fundamental and technical analysis and public research sources in its assessments. The firm generally offers fixed‑fee planning engagements and states it does not charge performance‑based or percentage‑of‑assets‑under‑management fees.
Several features are uncommon for firms in this category: FinEase’s adviser representatives are licensed insurance agents and the firm may receive referral compensation or incentives from third‑party advisers, arrangements it discloses and addresses through internal policies limiting direct product recommendations. The firm is recently formed and principal‑led with an academic background (including a doctoral degree) and also provides broader non‑investment consulting (estate, tax, immigration), which differentiates its service mix from many institutional asset managers.
Client services
Financial planning
Selection of other advisers
Expertise
General estate planning guidance
General tax planning
Wealth management
Fee options
Fixed fee for financial planning services, generally not exceeding $1,000, negotiable and due upon completion.
Fee-only: Fixed fee generally does not exceed $1,000.00, negotiated based on complexity and time.
Main office location
Finease Consulting
Pittsburgh PA, United States
Number of offices
1
Most active in
Finease Consulting 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")