Chris Diodato
Advisor at TLG Advisors, INC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at TLG Advisors, INC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
TLG Advisors, INC.
Location
Pittsburgh, PA 15222
Credentials
CFP®, CFA®
Industry experience
10 years
WELLth Financial Planning employs cutting-edge strategies to solve challenges relating to debt, budgeting, investments, education planning, retirement, and taxes while focusing on helping our clients build healthy relationships with money. Our specialty is creating early retirement plans, adhering to many principles of the "FIRE" (Financial Independence, Retire Early) philosophy. Our clients have big dreams of working on their terms and pursuing career passions as well as personal pursuits.
Our evidence-based investment strategies are both proprietary and award-winning, offered in tandem with our financial planning service or alone. With powerhouse investment credentials, WELLth also has the ability to work around complex situations, such as large single stock positions or a high degree of tax sensitivity. We lean on experience gained from managing $200 million of assets at other firms as well as over a decade of formal education and training. Give us a call today and become your best financial self!
$900/account
$300/hour
$145+/month
Fixed fees for financial planning typically range from $145 to $250 per month based on household size and complexity while investments are managed at a flat $900 per account, per year, with fee waivers available for workplace retirement plans and accounts under $50,000. Minimum budget for one-time hourly projects is 5 hours.
Independent Dance Instructor
2024 - Present (2 years)
WELLth Financial Planning
2020 - Present (6 years)
TLG Advisors Inc
2018 - Present (8 years)
Cantilever Wealth Management LLC
2018 - Present (8 years)
Union Bridge Capital
2018 - Present (8 years)
The Leaders Group Inc
2018 - 2022 (4 years)
Lowry Research Corporation
2016 - 2017 (1 year)
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Is 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.
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.
Is not active or affiliated with:
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.
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.
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