Popa Financial Services, Inc.

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Client assets under management

$10,954,649

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$288,280

About

Popa Financial Services, Inc. is an independent registered investment adviser that provides financial planning and discretionary portfolio management to individuals, families and a range of institutional clients including pension and profit-sharing plans, trusts, estates and non-profits. The firm delivers planning services that cover cash flow, retirement, tax and estate considerations and generally implements investment recommendations through qualified custodians on a fee basis.

The firm’s investment approach emphasizes strategic asset allocation using a core-and-satellite framework (index/ETF core with active satellite positions) and also employs purpose-built, defined-outcome techniques — often using specific options contracts — to pursue outcomes such as income enhancement, principal protection or hedging. Engagements may be structured as ongoing advisory relationships, hourly planning work, or, in limited approved circumstances, performance-based arrangements for certain strategies.

What distinguishes the firm from many peers is its close affiliation with a CPA practice under common control, with reciprocal client referrals between the accounting and advisory businesses, and principals who actively conduct insurance business as licensed agents alongside advisory work. The firm operates with a small advisory team managing roughly $10 million in discretionary assets and positions itself more toward general individual and institutional clients than toward a high-net-worth client concentration.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Fixed

Financial planning fees range from $1,500 to $2,500

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.45%

Project-based

$225 to $300 per hour for planning engagements; $225 per hour for follow-on implementation work

Performance-based

Performance-based fees range from 12% to 17% of realized defined earnings for qualified clients

Other

Account minimum: $100,000 Minimum fee: $1,500 minimum annual fee

Main office location

Popa Financial Services, Inc.

Broughton Professional Building, 105 Broughton Road, 2 Nd Floor

Bethel Park PA 15102, United States

Number of offices

Most active in

Pennsylvania

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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

Quick links

Website 412-854-1260

Advisors at this firm

Alan P

Series 63

Bethel Park, PA

Popa Financial Services, Inc.

Alan Popa is a financial advisor at Popa Financial Services, Inc. with 23 years of industry experience. He holds a Series 63 designation and has been leading Popa Financial Services since its founding in 2001. In addition to his advisory role, he is president of Popa & Associates, PC, a full-service accounting firm providing tax, estate planning, auditing, and business advice to individuals and businesses. Popa Financial Services, Inc. is an independent registered investment adviser offering personalized financial planning and discretionary portfolio management to individuals, plans, trusts, estates, non-profits, and businesses. The firm employs a core-and-satellite investment approach using passive index funds and ETFs complemented by actively managed funds, along with options-based defined outcome strategies and tailored written investment policies.

Active portfolio management Options & derivatives strategies

Anthony L

Series 63, Series 65

Bethel Park, PA

Popa Financial Services, Inc.

Anthony Landau is a financial advisor with Popa Financial Services, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Venn Wealth & Benefit Services from 2015 to 2018 and has been associated with K2 Financial Group since 1995, where he may spend up to half of his time. Popa Financial Services, Inc. is an independent registered investment adviser that provides personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, non-profits, and businesses. The firm employs a core-and-satellite investment strategy combining passive index funds and ETFs with actively managed funds, offering globally diversified portfolios and tailored written investment policy statements.

Active portfolio management Options & derivatives strategies

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