WMS Wealth Planners

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Client assets under management

$295,140,743

Clients

292

27% high-net-worth

Advisors

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very High

Average account size

$1,010,756

About

WMS Wealth Planners provides investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and business entities. The firm offers portfolio management alongside retirement, estate, and tax planning and also provides advice on life insurance, long‑term care insurance and 529 plans while serving as a fiduciary.

The firm employs a total‑portfolio approach that blends active and passive strategies and uses model portfolios tailored to client risk tolerances; it also offers ESG variants and a Charitable Endowment strategy. Its investment committee relies on a proprietary model that applies fundamental, technical and cyclical analysis and a reversion‑to‑the‑mean framework to set asset class and style weightings.

Noteworthy details in the brochure include disclosure that certain advisory representatives are licensed insurance agents who may recommend and sell insurance products on a commission basis, with firm supervision and required conflict disclosures. The adviser also documents use of model portfolios and access to educational conferences and resources through its custodian, highlights multiple advanced professional credentials on the team (CFP, CPA, CIMA, CPWA, AEP), and reports managing about $315 million in client assets.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Wealth management ESG / Sustainable investing

Occupation focus

Executive Founder/Business Owner

Demographic focus

Approaching retirement

Fee options

Percentage

$0 - $500,000: 1.25% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.50% $25,000,001 - negotiable: negotiable

Commissions

Certain advisory representatives may offer insurance products under commission arrangements

Project-based

Hourly fees may be charged but specific rates not stated

Other

Account minimum: $500,000 Fee-only: Financial planning fees from $250 to $1,000 per month with a 12-month minimum commitment, subject to 3% annual increase plus adjustments for complexity

Main office location

WMS Wealth Planners

17 Brilliant Avenue, Suite 302

Pittsburgh PA 15215, United States

Number of offices

Most active in

Florida · Georgia · Louisiana · New York · Ohio · Pennsylvania · Texas · West Virginia

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 412-781-7100

Advisors at this firm

Aaron K

CFP®, Series 66

Pittsburgh, PA

WMS Wealth Planners

Aaron Kahn is a CFP® with 13 years of industry experience, currently serving as an advisor at WMS Wealth Planners. He has held roles at Wealth Management Strategies, Inc. since 2012 and Kestra Financial Services, Inc. from 2016 to 2020. Outside of his advisory work, Kahn is the founder and editor-in-chief of Weathered Wallet, a platform featuring interviews about personal finance, and he serves as a board member and web content chairman for Trail Pittsburgh. WMS Wealth Planners provides investment management and comprehensive financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a total-portfolio approach combining active and passive strategies, model portfolios tailored to client risk tolerance, and incorporates ESG and Charitable Endowment options.

General retirement planning Wealth management ESG / Sustainable investing Executive Founder/Business Owner Approaching retirement

Herman K

CFP®, Series 63

Pittsburgh, PA

WMS Wealth Planners

Herman Kahn is a CFP® with 37 years of industry experience, currently serving at WMS Wealth Planners in Pittsburgh, PA. He has worked at Wealth Management Strategies, Inc. since 1994 and was affiliated with Kestra Financial Services, Inc. from 2016 to 2020. He is also the owner of Wealth Management Strategies, Inc., a consulting and insurance business. WMS Wealth Planners provides investment management and comprehensive financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a total-portfolio approach that combines active and passive strategies, employs proprietary model portfolios tailored to client risk tolerances, and offers specialized strategies including ESG variants and Charitable Endowments.

General retirement planning Wealth management ESG / Sustainable investing Executive Founder/Business Owner Approaching retirement

Daniel E

CFP®

Pittsburgh, PA

WMS Wealth Planners

Daniel Eller is a CFP® professional with six years of experience at WMS Wealth Planners in Pittsburgh, PA. Prior to joining the firm, he worked at Expedient and the Aesthetic Skin and Laser Center, and spent time as a full-time student. WMS Wealth Planners provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a total-portfolio approach that combines active and passive strategies with model portfolios tailored to client risk tolerances, including ESG options and a Charitable Endowment strategy.

General retirement planning Wealth management ESG / Sustainable investing Executive Founder/Business Owner Approaching retirement

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