Pittsburgh Financial Planners, Inc.

Pittsburgh Financial Planners, Inc. (CRD# 14155) is a financial advisory firm headquartered in Bridgeville, PA. They manage $32,321,020 in 317 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $101,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

MD, NC, OH, PA, TX

Financial Advisors at Pittsburgh Financial Planners, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Stephen G. Bierker
CRD#: 4822847
1195 Washington Pike, Suite 100, Bridgeville, PA 15017
96
Wealthminder
score

Stephen Bierker (CRD# 4822847) is an Investment Advisor Representative working at Pittsburgh Financial Planners, Inc. in Bridgeville, PA and has over 13 years of experience in the finance industry.

2
Brian L. Yates
CRD#: 2386154
1195 Washington Pike, Suite 100, Bridgeville, PA 15017
96
Wealthminder
score

Brian Yates (CRD# 2386154) is an Investment Advisor Representative working at Pittsburgh Financial Planners, Inc. in Bridgeville, PA and has over 24 years of experience in the finance industry. Brian Yates 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
Charlene P. Helba
CRD#: 869354
1195 Washington Pike, Suite 100, Bridgeville, PA 15017
93
Wealthminder
score

Charlene Helba (CRD# 869354) is an Investment Advisor Representative working at Pittsburgh Financial Planners, Inc. in Bridgeville, PA and has over 35 years of experience in the finance industry.

4
Rudolph R. Wagner
CRD#: 1292479
1195 Washington Pike, Suite 100, Bridgeville, PA 15017
93
Wealthminder
score

Rudolph Wagner (CRD# 1292479) is an Investment Advisor Representative working at Pittsburgh Financial Planners, Inc. in Bridgeville, PA and has over 33 years of experience in the finance industry.

5
James Helba
CRD#: 242127
1195 Washington Pike, Suite 100, Bridgeville, PA 15017
56
Wealthminder
score

James Helba (CRD# 242127) is an Investment Advisor Representative working at Pittsburgh Financial Planners, Inc. in Bridgeville, PA and has over 34 years of experience in the finance industry. James Helba 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.

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