Hapanowicz Financial
Assets Under Management
$574.7M
Number of Clients
622
Number of Advisors
6
Average Client AUM
$924K
AUM per Advisor
$95.8M
Compensation
Fee-Only (AUM)
About This Firm
Hapanowicz & Associates Financial Services, Inc. provides financial planning and discretionary asset management services through the Hapanowicz SWIM program. They offer retirement plan consulting to sponsors and participants. Advisor representatives are also licensed with LPL Financial and may earn commissions on securities and insurance sales.
Fee Structure
Financial planning fees are based on the time required and complexity of the plan. Hapanowicz SWIM program fees are negotiable, up to 2.0% of assets, and are debited quarterly. The minimum household account size is $1,000,000, with exceptions for family members of existing clients ($300,000). Retirement plan consulting fees are up to 1% of plan assets or participant account value and are also negotiable. Clients may incur third-party charges.
Areas of Practice
Location
Foster Plaza 6, 681 Andersen Drive, Suite 100, Pittsburgh, PA, 15220