Thi, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,521,000
Clients
22
Advisors
1
of 1 employees
About
The firm provides investment management, financial planning, portfolio review, and small‑business financial consulting to individuals, entrepreneurs, professionals, small businesses, retirement plans, trusts, estates and charitable organizations. Engagements range from one‑time portfolio reviews and project fees for planning to ongoing discretionary portfolio management and assistance with acquisitions and business valuations.
The firm’s process begins with an evaluation of each client’s financial situation, goals and risk tolerance and emphasizes diversified asset allocation implemented through mutual funds, ETFs, fixed income, individual equities and, in limited cases, options and alternative strategies. Management is commonly discretionary, employs both active and passive allocation techniques with periodic rebalancing, and accounts are reviewed at least quarterly.
Compared with many peers, the firm’s principal is also a practicing attorney who provides legal services to many advisory clients and devotes less than 10% of time to legal practice, although there is no separate law‑firm arrangement. The firm also routinely works with retirement plans and charitable organizations and places a notable emphasis on small‑business advisory work (including mergers, acquisitions and valuations); it has also described use of standing letters of authorization that affect custody reporting under a Pennsylvania position statement.
Client services
Occupation focus
Fee options
Fixed fees/project fees ranging from $500 to $1,000 for services such as portfolio review and financial planning.
$0 - $100,000: 1.50% annually $100,001 - $500,000: 1.10% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.70% annually $2,000,001+: 0.50% annually (and thereafter negotiable)
Hourly fees are negotiable and charged for financial consulting and planning services; no specific hourly rate stated.
Performance-based fees are accepted only for qualified clients but currently, as of December 31, 2024, none are in place. Terms are negotiable.
Minimum fee: There is generally a minimum annual fee of $1,250 applicable to investment management of equity securities. Fee-only: Fixed project fees usually between $500 and $1,000; hourly rates negotiated. Initial portfolio review fee typically ranges from $500 to $1,000.
Main office
Sewickley PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
Forms ADV
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”)