Legend Financial Advisors, Inc. of Pittsburgh
Run a free full auditContact Information
-
Address
Financial planner · · 5700 Corporate Dr Suite 350
Pittsburgh, PA 15237 -
Phone
(412) 635-9210 -
Website
legend-financial.com
Location
About Legend Financial Advisors, Inc. of Pittsburgh
Legend Financial Advisors, Inc. is a financial planner in Pittsburgh, PA. As a fee-only, fiduciary U.S. Securities and Exchange Commission Registered Investment Advisory firm, they provide personalized wealth management services, including financial planning and investment management strategies. The firm serves a diverse range of clients, including individuals, families, business owners, entrepreneurs, medical doctors, dental professionals, and corporate executives. Their expertise also extends to managing company retirement plans and assisting sudden wealth recipients, widowed individuals, and post-divorce individuals. They hold a 5.00 rating.
The firm operates under a fiduciary standard, meaning they are required to act in the best interests of their clients, with compensation coming exclusively from client fees rather than product commissions. With over 32 years of service, the team includes James J. Holtzman, William T. Knight, and Christopher J. Kail. Beyond standard wealth management, the firm offers specialized services such as IRA rollovers, 401(k) and 403(b) investment assistance, and subadvisory investment management services for other Registered Investment Advisory firms. They also provide various one-time analytical tools, including retirement analysis, portfolio tax-efficiency analysis, and stock market crash analysis.
Legend Financial Advisors, Inc. provides dedicated, fee-only fiduciary expertise to help clients navigate complex financial landscapes in Pittsburgh.
Services:
- Company Retirement Plan Services
- Financial Planning Strategies
- IRA Rollover Assistance
- Personalized Wealth Management Services
- Tax-Efficient Investing Strategies
Score Summary
BizScoreAI scanned the website legend-financial.com on June 20, 2026. Legend Financial Advisors, Inc. of Pittsburgh has a BizScore of 55 out of 100. The website audit behind the SEO score ran on October 27, 2026.
- AI Visibility37 out of 100
- SEO72 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 0 of 25 points, Content Readiness 17 of 30 points, AI Trust Signals 10 of 20 points.
Website audit sub-scores (out of 100): On-Page 74, Technical 94, Performance 78, Content 43.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, AI-Parseable Headings, About/Team Page, XML Sitemap.
Areas to improve: 5 checks. llms.txt (failed), Structured Data (failed), Meta Description (failed), Q&A Content (warning), Author Signals (warning).
More Financial Planner in Pittsburgh, Pennsylvania
- The Kelley Financial Group of PittsburghBizScore 77
- Wealth Enhancement Group of PittsburghBizScore 76
- Wealth Advisor TrainingBizScore 70
- Financial Wellness with Shay Port of PittsburghBizScore 69
- Mariner of PittsburghBizScore 66
- Carson Wealth of PittsburghBizScore 64
- Pennsylvania Financial GroupBizScore 64
- JFS Wealth Advisors of PittsburghBizScore 63
- Focus Partners Wealth of PittsburghBizScore 58
- North River Wealth Advisors of PittsburghBizScore 55
Browse: Businesses in Pittsburgh, PA · Financial Planner in Pennsylvania · Businesses in Pennsylvania
AI engine reads
Read by AI engines 6 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this businessContact Legend Financial Advisors, Inc. of Pittsburgh
Ways to improve this score
Run a free full auditWe improve your AI Visibility, SEO, and Local SEO scores as far as your current website allows.
Boost This Listing
Get a gold badge, photo gallery, and more.