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Andrew Gans

Advisor at Rockcliff Capital, LLC

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Rockcliff Capital, LLC logo

Firm

Rockcliff Capital, LLC

Location

Pittsburgh, PA 15241

Credentials

CFP®, Series 66

Industry experience

15 years

About

Andrew Gans is a CFP® and Series 66 credentialed financial advisor with 15 years of industry experience. He has been the sole advisor at Rockcliff Capital, LLC since 2013. Rockcliff Capital provides tailored investment and wealth management services along with comprehensive financial planning and consulting to individuals, including high-net-worth clients. The firm emphasizes fundamental analysis and diversified equity exposure through separate private account strategies, operating as a fee-based adviser without commissioned products or custodian services.

Client services

Based on Rockcliff Capital, LLC

Financial planning Portfolio management

Expertise

Based on Rockcliff Capital, LLC

General estate planning guidance General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial planning flat fees range from $5,000 to $50,000; Financial consulting flat fees range from $5,000 to $50,000

Percentage

$0 - $1,000,000: 1.20% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,000+: Negotiable

Project-based

$500 per hour for financial planning services

Other

Account minimum: $500,000 Fee-only: Financial Planning: $500/hour or flat fee ranging from $5,000 to $50,000 (negotiable); Financial Consulting: flat fee ranging from $5,000 to $50,000 or percentage of assets under advisement

Location

1725 Washington Rd. Ste. 603

Pittsburgh, PA 15241

Most active in

Pennsylvania

Work history

Rockcliff Capital, LLC

2013 - Present (13 years)

Disclosures

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

Business activities & affiliations

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