Financial advisors for early-career professionals in Pennsylvania
Which financial advisor should I talk to early in your career in Pennsylvania?
For early-career professionals in Pennsylvania, talk to a fee-only planner who charges flat or hourly fees and has no asset minimum. You need decisions more than portfolio management, so a one-time plan or a low subscription is often enough. Records to start with include Megan Kiesel of Livelihood LLC, Caleb Bogia-Curles of Focused Founders Wealth Planning and Logan Murray of Pocket Project LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Megan Kiesel Livelihood LLC, Philadelphia Holds the CFP. Fees on file: one-time planning fee, hourly.
- Caleb Bogia-Curles Focused Founders Wealth Planning, MOUNT JOY Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Logan Murray Pocket Project LLC, Philadelphia Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Mark Cecchini Quadrant Capital, Center Valley Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Guilian DiLeonardo Liberty One Wealth Advisors, Philadelphia Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Madison Sharick Madi Manages Money LLC, Pittsburgh Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
How many fee-only financial advisors in Pennsylvania work with early-career professionals?
The Wellspent public graph lists 25 fee-only advisors for early-career professionals in Pennsylvania, at 23 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for early-career professionals in Pennsylvania located?
Of the 25 fee-only advisors for early-career professionals in Pennsylvania, 5 are in Philadelphia, followed by 2 in Macungie and 2 in Center Valley.
Plus 13 in other cities.
How do fee-only advisors for early-career professionals in Pennsylvania charge?
The most common fee among fee-only advisors for early-career professionals in Pennsylvania is a percentage of assets, used by 60% of the 25 with fees on file. Many use more than one: 44% charge a one-time planning fee and 40% charge a flat fee or retainer.
How much do fee-only financial advisors charge in Pennsylvania?
Fee-only financial advisors in Pennsylvania charge a median of $3,600 a year for ongoing planning. We found this across the published prices of 29 Pennsylvania firms.
How much does a one-time financial plan cost in Pennsylvania?
A one-time financial plan from a fee-only firm in Pennsylvania has a median price of $1,695. We found this across the published prices of 27 Pennsylvania firms.
What credentials should a financial advisor for early-career professionals have?
For early-career professionals, look for the CFP. In Pennsylvania, 56% of the 25 advisors listed hold the CFP.
- CFP56% in Pennsylvania
- The CFP covers debt, saving, and insurance together.
How do Pennsylvania advisors for early-career professionals compare with the rest of the US?
40% of fee-only advisors for early-career professionals in Pennsylvania charge a flat fee or retainer, compared with 18% of the 759 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Pennsylvania. Light bars are all US advisors for early-career professionals.
What should I ask a financial advisor early in your career in Pennsylvania?
- Do you have an asset minimum?
- What would a one-time plan cost, and what would I get?
- Should I pay down debt or invest first?
- How much house can I actually afford?
How current is this list of fee-only advisors for early-career professionals in Pennsylvania?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Megan Kiesel Flexible, as-needed planning for early- and mid-career people who want a meaningful life and long-term financial stability. | Livelihood LLC | Philadelphia | CFP | One-time planning fee, Hourly |
| Steve Engle | Asbury Capital | Glen Mills | CFP | Percentage of assets, Flat fee or retainer |
| Carey Morgan | Livelihood LLC | Philadelphia | CFP, ChFC | Flat fee or retainer, Hourly |
| Lew Christman | Christman Fiancial Advisors LLC | Macungie | CFP | Percentage of assets, Ongoing planning fee |
| Logan Murray | Pocket Project LLC | Philadelphia | CFP, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| Madison Sharick | Madi Manages Money LLC | Pittsburgh | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Dennis O'Brien | Coastal Financial Advisors, Inc. | Philadelphia | BS, MS, RTRP | Flat fee or retainer, Hourly |
| Robert Stromberg | Mountain River Financial, LLC | Jenkintown | CFP | Fixed fees |
| Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD | Focused Founders Wealth Planning | MOUNT JOY | CFP | Percentage of assets, Flat fee or retainer |
| Mark Atherton | Apella Wealth | Berwyn | CFP, JD, MBA, EA | One-time planning fee |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. | Quadrant Capital | Center Valley | CFP | Percentage of assets, Flat fee or retainer |
| Ryan Canfield Helping Millennials simplify their life so they can continue to experience life today, while also saving for the future. | Victus Wealth Management | Enola | Not listed | Percentage of assets, Flat fee or retainer |
| Stephen Troutman | Troutman Wealth Management | Malvern | CFP | Percentage of assets |
| Vincent Barbera | Newbridge Wealth Management | Bryn Mawr | CFP | Percentage of assets, Hourly |
| Jake Murphy Helping busy med professionals reduce taxes and pay off debt faster without burning out. | TrueClarity Wealth | Wayne | Not listed | One-time planning fee, Subscription |
| Jason Abruzere | Weyhill Investment Counsel | Bethlehem | Not listed | Hourly, One-time planning fee |
| Joseph Schmitt | Incline Financial Planning | Mars | Not listed | Percentage of assets, Ongoing planning fee |
| R. Christopher Wiegand | Newbridge Wealth Management | Bryn Mawr | CFA | Percentage of assets, Hourly |
| Andrew Mickley | Lakeside Planning | Macungie | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas King | Targeted Financial Planning | East Stroudsburg | Not listed | Percentage of assets, Flat fee or retainer |
| Andrew White | Latham Financial | Ivyland | Not listed | Percentage of assets |
| Carl Rowits | CWR Capital Management | Lancaster | Not listed | Ongoing planning fee, One-time planning fee |
| Edward Cwalina | Horse Cove Partners | Center Valley | Not listed | Percentage of assets, Fixed fees |
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