Firm Information
Compensation
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Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for comprehensive financial planning typically range from $500 to $20,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial consulting is charged as a fixed annual fee starting at $500, or as a percentage of assets under advisement, with a maximum annual fee of 2.75%.
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Office location
200 Pinewood Lane, Suite 204, Warrendale, PA, 15086
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donna is a senior financial advisor at HBK Sorce Advisory, doing business as HBKS Wealth Advisors, and a registered representative with Purshe Kaplan Sterling Investments, spending full-time and about 10-20% of her time, respectively, on these activities. She also works as an insurance agent for HBK Sorce Insurance, dedicating a few hours per week, and has power of attorney for her mother and father, and is the author of a book.