Carl Emerick is a CFP-designated registered investment advisor at Emerick Financial Planning, LLC, based in Pittsburgh, PA, with 27 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 81 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Initial Financial Assessment — $120 to $360 per hour, typically 60 to 120 minutes, for gathering information, defining goals, and providing basic recommendations and a summary report.
- Project-Based Financial Planning — $500 to $1,000 per plan depending on complexity and the time involved, covering broad-based comprehensive plans or specific modules like retirement or college funding.
- Hourly Planning Engagement — $120 to $360 per hour, billed in 15-minute increments for meetings, calls, research, and customized recommendations.
Contact
Carl Emerick
Location
1580 Mclaughlin Run Road, Suite 210, Pittsburgh, PA, 15241
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Emerick Financial Planning, LLC
Previous Registrations
Sentinel Wealth Management, INC.
Blue Ronald & CO LLC
State Registrations1 state
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
Additional Information
Emerick Financial Planning, LLC is currently accepting new clients.
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