Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®
Experience Industry experience
6 years
Location
Cranberry Twp, PA
Compound Planning, Inc.
Multi-team
Patrick Scherer is a CFP® and ChFC® with six years of experience in the financial services industry. He is currently with Compound Planning, Inc., where he has worked since 2025. His prior experience includes roles at CW Advisors, LLC, Pinnacle Advisory Group, Inc., and Wilmington Trust. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries, offering discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations that integrate long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.
Based on Compound Planning, Inc.
Based on Compound Planning, Inc.
Financial planning and consulting project fees from $500 to $10,000 per engagement; 50% retainer upfront, balance due upon delivery
$0+: 0.15% (In-House Models) $0+: 0.25% or $60/year minimum (TAMP Platform) $0+: 0% to 2.00% (Third-Party Models) $0+: 0.05% (Intermediary as Manager) $0+: 0.35% (Alternative Strategies)
Consulting services hourly rate: $100 to $500 per hour
Account minimum: $25,000 (flexible and may be waived or negotiated) Minimum fee: TAMP Platform minimum fee of $60/year (whichever is higher than 0.25%) Fee-only: Financial planning & consulting fees typically project-based $500 to $10,000 per engagement or hourly $100 to $500 per hour
Cranberry Twp, PA
Cranberry Twp PA
Advisors at this office
1
Pennsylvania
6 years of industry experience
Compound Planning
2025 - Present • 1 year
New York, NY
CW Advisors, LLC
2021 - 2025 • 4 years
Columbia, MD
Pinnacle Advisory Group, Inc.
2020 - 2021 • 1 year
Columbia, MD
WILMINGTON TRUST
2015 - 2020 • 5 years
Baltimore, MD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Tionesta, PA
Magness Wealth Management
Mariah Magness is a financial advisor at Magness Wealth Management with Series 63 and Series 65 licenses and one year of industry experience. Prior to founding her independent firm, she worked at United Planners Financial Service and OneAmerica Securities. Outside of advising, she operates a business selling a financial tracking template on Etsy. Magness Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm employs a blend of modern portfolio theory and both passive and active investment techniques, utilizing fundamental, technical, and charting analysis, and incorporates third-party AI tools alongside human review in its research process.
Series 66
Franklin, PA
IP Financial Advisory Services LLC
Brian Kurtich is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Innovation Partners LLC, Silver Oak Securities, The O.N. Equity Sales Company, and Lee Snyder Financial. Outside of advisory services, he is involved in real estate sales through 1st Rate Realty LLC. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and consulting. The firm offers a range of services including managed account programs, retirement-plan consulting, and access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.
Series 63, Series 65
Oil City, PA
&PARTNERS
Stephen Uzonyi is a financial advisor with \u0026Partners in Oil City, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Raymond James & Associates and Pioneer Funds Distributor, Inc. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolio management.
Series 63, Series 65
Oil City, PA
Janney Montgomery Scott
Howard Gierling is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he serves as Secretary of the Masonic Hall Association in Oil City, PA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base and offers brokerage, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.
Series 66
Seneca, PA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Joseph Shields is a Series 66 licensed financial advisor with two years of industry experience. He is currently with United Planners Financial Services of America, where he has worked since 2025. Prior to this, he held positions at OneAmerica Securities and American United Life and has a background that includes education roles. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.
Series 63, Series 65
Seneca, PA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Reese Stiller is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at OneAmerica Securities and American United Life and is president of several non-investment and consulting businesses, including Group Management LLC and Excellence Accounting LLC. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individuals, retirement plans, corporations, trusts, and institutional clients. The firm supports independent Investment Adviser Representatives through a limited-partnership ownership structure, offering both advisory and brokerage services with a predominance of non-discretionary account management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)