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Reliance Financial Advisors

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Client assets under management

$0

Clients

0

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

0

Very Low

Average account size

—

About

Reliance Financial Advisors is a small advisory firm that delivers tailored financial planning services to individuals, trusts, and, on occasion, non-profit organizations and businesses. Its planning scope, as described in the brochure, includes income tax and cash flow planning, investment and portfolio planning, retirement and estate planning, business planning, and insurance analyses.

The firm provides bespoke, generally non‑discretionary advice through one‑off or fixed engagements and bills clients on an hourly or negotiated fixed‑fee basis; ongoing account management and custody of client assets are not part of its standard service model. For implementation of securities recommendations the firm’s advisers operate as registered representatives of a broker‑dealer and direct clients to that platform for execution, a relationship the brochure discloses can create potential conflicts of interest.

Reliance combines financial planning with ancillary practices that are uncommon for firms in its category: its principals are licensed as broker‑dealer representatives and insurance agents, and the owner maintains an active CPA tax preparation practice and related tax planning services. The firm does not charge percentage‑of‑AUM or performance‑based fees, and its disclosure also notes a material, disclosed compensation arrangement tied to the acquiring broker‑dealer that may influence platform recommendations.

Client services

Financial planning

Expertise

General tax planning Debt management Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis

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Fee options

Fixed

Fixed fees may be charged based on individual negotiations with client; half due at signing, balance upon completion

Commissions

Commissions earned on securities and insurance products sold through affiliated broker/dealer Commonwealth Financial Network; insurance commissions vary

Project-based

$250 per hour

Other

Fee-only: $250 per hour billed as services are rendered; fixed fees may be charged based on individual negotiations

Main office location

Reliance Financial Advisors

2200 Georgetown Drive, Suite 300

Sewickley PA 15143, United States

Number of offices

1

Most active in

More info

Pennsylvania

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 724-934-3122

Advisors at this firm

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user avatar

Michael T

Series 66

Sewickley, PA

Reliance Financial Advisors

Michael Trauman is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Reliance Financial Advisors and Deloitte. Outside of advisory work, he is involved in tax preparation through a separate CPA business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing comprehensive advisory programs and back-office support. The firm offers a range of investment solutions, including discretionary model portfolios and personalized indexing, while supporting advisors with technology, compliance, and practice-management services.

General tax planning Debt management Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis
user avatar

Mark T

CFP®, Series 63, Series 65

Sewickley, PA

Reliance Financial Advisors

Mark Trauman is a CFP® professional with Commonwealth Financial Network, based in Sewickley, PA, and has 33 years of industry experience. He has been associated with Commonwealth Financial Network since 1995 and has owned and operated Reliance Financial Advisors since 1996. In addition to his advisory work, he provides tax preparation services through Reliance Financial Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services and provides operations, trading, technology, and compliance support while allowing advisors discretion in constructing client portfolios.

General tax planning Debt management Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis
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