EMERICK FINANCIAL PLANNING, LLC
Firm details
- Headquarters
- PITTSBURGH, Pennsylvania
- CRD number
- 281576
- Website
- www.emerickfinancial.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1CARL EMERICK
PresidentCRD 3089528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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