EMERICK FINANCIAL PLANNING, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
281576
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Emerick Financial Planning, LLC is an independent, owner-operated RIA organized as an LLC that serves individual and family clients. The firm's core services center on financial planning and client education, including seminars and workshops. Its compensation model is non-asset-based, relying on hourly charges and fixed fees rather than percentage-of-assets billing. The firm does not identify as an active ESG investor, is not positioned as a capital allocator, and is not registered as a multi-state adviser. An accounting affiliation is noted among its industry relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • CARL EMERICK

    PresidentCRD 3089528

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PITTSBURGH, PA

ALLEGHENY

Location

PITTSBURGH, PA

Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
1580 McLaughlin Run Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth