H&a Wealth Advisors, H&a Retirement Advisors

H&a Wealth Advisors, H&a Retirement Advisors (CRD# 157523) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $189,729,294 in 419 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    419
    ACCOUNTS
  • Average Account Value
    $452,815
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, OH, PA

Financial Advisors at H&a Wealth Advisors, H&a Retirement Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Bernard E. Carter
CRD#: 2269889
301 Grant Street, Suite 300, Pittsburgh, PA 15219
96
Wealthminder
score

Bernard Carter (CRD# 2269889) is an Investment Advisor Representative working at H&a Wealth Advisors, H&a Retirement Advisors in Pittsburgh, PA and has over 25 years of experience in the finance industry.

2
Robert S. Gibb
CRD#: 1513737
301 Grant Street, Suite 300, Pittsburgh, PA 15219
96
Wealthminder
score

Robert Gibb (CRD# 1513737) is an Investment Advisor Representative working at H&a Wealth Advisors, H&a Retirement Advisors in Pittsburgh, PA and has over 26 years of experience in the finance industry. Robert Gibb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Christina M. Hapanowicz
CRD#: 6065594
301 Grant Street, Suite 300, Pittsburgh, PA 15219
87
Wealthminder
score

Christina Hapanowicz (CRD# 6065594) is an Investment Advisor Representative working at H&a Wealth Advisors, H&a Retirement Advisors in Pittsburgh, PA and has over 2 years of experience in the finance industry.

4
Robert E. Hapanowicz
CRD#: 1635067
301 Grant Street, Suite 300, Pittsburgh, PA 15219
83
Wealthminder
score

Robert Hapanowicz (CRD# 1635067) is an Investment Advisor Representative working at H&a Wealth Advisors, H&a Retirement Advisors in Pittsburgh, PA and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.