Samuel Abraham is a CFP, ChFC-designated registered investment advisor at Qualified Planning, based in Pittsburgh, PA, with 14 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 152 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1M+ | 1.35% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Location
Pittsburgh, PA
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Regulatory History
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
Samuel is an insurance agent and owner of Abraham Financial Planning, providing insurance sales and financial advising services since 2019. This takes about a quarter of his time, with a few hours per week during trading hours.
Employment History
Current Registrations
Qualified Planning
Previous Registrations
Qualified Planning
Onpointe Advisory and Financial Services, LLC
High Street Asset Management, LLC
State Registrations2 states
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.