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JK
CFP
JK
CFP

Jonathan Kuhn

Allegheny Financial Group
29 Years of Experience
Pittsburgh, PA
1 Disclosure
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Jonathan Kuhn is a CFP-designated registered investment advisor at Allegheny Financial Group, based in Pittsburgh, PA, with 29 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 3,971 clients with $5.6B in assets under management.

Allegheny Financial Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
3,971 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.65%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.45%
$25.0M - $50.0M0.40%
$50M+0.35%

Fees are negotiable on a client-by-client basis. Other programs such as Streamlined Account Management charge a flat 0.75%, and standard investment management ranges from 0% to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237

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History

Regulatory History (1)
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Customer Dispute
February 2020
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jonathan is involved in numerous investment-related activities, primarily as a managing member or general partner for various AFG entities and funds since 2002. He also participates in Silver Threads, LLC, Erie Metal Basket, AFG-SBL, AFG-SBL II, and AFG-CCT, LLC, dedicating minimal time to each.

Employment History
Current Registrations
Allegheny Financial Group
November 1998 - Present · 27 yrs 11 mos
Previous Registrations
Allegheny Investments, LTD.
March 2007 - December 2024 · 17 yrs 9 mos
Allegheny Investments, LTD.Broker
October 1996 - December 2024 · 28 yrs 2 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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