WMS Wealth Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WMS Wealth Planners provides investment management and comprehensive financial planning to individuals and a range of institutional clients, including retirement plans, trusts, estates, charitable organizations, corporations and other business entities. The firm advises on retirement, estate and tax planning and also addresses related matters such as life and long‑term care insurance and 529 plans.
The adviser manages client assets on a “total portfolio” basis, blending active and passive strategies and typically implementing model portfolios tailored to each client’s risk tolerance. Its investment committee uses a proprietary model that combines fundamental, technical and cyclical analysis with a reversion‑to‑the‑mean framework, and offers ESG variants and a Charitable Endowment strategy alongside allocations to equities, fixed income, alternatives and third‑party managers.
The brochure discloses that certain advisory representatives are licensed insurance agents who, in their individual capacities, may recommend commissionable insurance products, and supervisory procedures and disclosures are used to address that conflict of interest. The firm also documents reliance on Schwab’s institutional services — including educational conferences and practice‑management support — and emphasizes model‑driven portfolios and third‑party manager oversight as notable aspects of how it develops and presents client solutions.
Client services
Expertise
Fee options
$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
Certain advisory representatives, in their individual capacities, offer insurance products on a commission basis
Account minimum: $500,000 Fee-only: Monthly financial planning fees between $250 and $1,000 with a 12-month minimum commitment
Main office
17 Brilliant Avenue, Suite 302
Pittsburgh PA 15215
Advisors at this office
3
Most active in
Florida · Georgia · Louisiana · New York · Ohio · Pennsylvania · Texas · West Virginia
Also doing business as
Wealth Management Strategies · Wealth Management Strategies, Inc. · Wms Wealth Planners
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Aaron K
CFP®, Series 66
Pittsburgh, PA
WMS Wealth Planners
Aaron Kahn is a CFP® with 14 years of experience in financial advising. He is currently with WMS Wealth Planners in Pittsburgh, PA, and has previously worked at Kestra Financial Services, Inc. In addition to his advisory work, Kahn is the founder and editor-in-chief of Weathered Wallet, a platform focused on interviews about personal financial experiences, and serves on the board of Trail Pittsburgh, where he contributes to web content and community trail activities. WMS Wealth Planners provides investment management and comprehensive financial planning for individuals and various institutional clients. The firm employs a total portfolio approach using a proprietary investment model that blends active and passive strategies tailored to clients' risk tolerance and includes ESG options and charitable endowment strategies.
Herman K
CFP®, Series 63
Pittsburgh, PA
WMS Wealth Planners
Herman Kahn is a CFP® with 38 years of industry experience. He is currently affiliated with WMS Wealth Planners and has previously worked at Kestra Financial Services, Inc. and Wealth Management Strategies, Inc., where he is also the owner of the firm’s DBA entity. WMS Wealth Planners provides investment management and comprehensive financial planning services to individuals and a variety of institutional clients. The firm employs a total portfolio approach with a proprietary investment model that incorporates fundamental, technical, and cyclical analysis.
Daniel E
CFP®
Pittsburgh, PA
WMS Wealth Planners
Daniel Eller is a CFP® professional with three years of industry experience, currently serving at WMS Wealth Planners in Pittsburgh, PA. He has been with WMS Wealth Planners since 2020 and previously worked at an aesthetic skin and laser center. WMS Wealth Planners offers investment management and comprehensive financial planning to individuals and various institutional clients, utilizing a total portfolio approach that incorporates both active and passive strategies. The firm employs a proprietary investment model combining fundamental, technical, and cyclical analysis, and provides tailored portfolios that include ESG and Charitable Endowment options.
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