# Financial advisors for executives in Pennsylvania > For executives in Pennsylvania, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Jonathan Grebosky of Gibson Capital, Michael Rausch of North River Wealth Advisors and James Holtzman of Legend Financial Advisors, Inc.. Page: https://find.wellspent.co/audiences/executives/pennsylvania/ 98 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Pennsylvania? For executives in Pennsylvania, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Jonathan Grebosky of Gibson Capital, Michael Rausch of North River Wealth Advisors and James Holtzman of Legend Financial Advisors, Inc.. - [Jonathan Grebosky](https://find.wellspent.co/advisors/jonathan-grebosky/), Gibson Capital, Wexford. Holds the CFA and CFP. Fees on file: percentage of assets. - [Michael Rausch](https://find.wellspent.co/advisors/michael-rausch/), North River Wealth Advisors, Pittsburgh. Holds the CFA and CFP. Fees on file: percentage of assets, one-time planning fee. - [James Holtzman](https://find.wellspent.co/advisors/james-holtzman/), Legend Financial Advisors, Inc., Pittsburgh. Holds the CPA and CFP. Fees on file: percentage of assets. - [Bobby Cremins](https://find.wellspent.co/advisors/bobby-cremins/), Metanoia Financial, Philadelphia. Holds the CFA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [Jaco Jordaan](https://find.wellspent.co/advisors/jaco-jordaan/), Riverchase Wealth Management, Upper St. Clair. Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees. - [William Belko](https://find.wellspent.co/advisors/william-belko/), Roble Belko & Company, Sewickley. Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Pennsylvania work with executives? The Wellspent public graph lists 98 fee-only advisors for executives in Pennsylvania, at 34 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in Pennsylvania located? Of the 98 fee-only advisors for executives in Pennsylvania, 11 are in Blue Bell, followed by 9 in Kennett Square and 8 in Plymouth Meeting. ## How do fee-only advisors for executives in Pennsylvania charge? The most common fee among fee-only advisors for executives in Pennsylvania is a percentage of assets, used by 95% of the 98 with fees on file. Many use more than one: 49% charge fixed fees and 44% charge by the hour. ## 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 executives have? For executives, look for the CPA, CFA and CFP. In Pennsylvania, 55% of the 98 advisors listed hold the CFP. - CPA (1% of advisors listed): CPAs help with deferred compensation tax. - CFA (16% of advisors listed): The CFA helps with concentrated stock. - CFP (55% of advisors listed): The CFP keeps compensation in the wider plan. - EA (1% of advisors listed): Enrolled agents add tax depth. ## How do Pennsylvania advisors for executives compare with the rest of the US? 55% of fee-only advisors for executives in Pennsylvania hold the CFP, compared with 43% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Pennsylvania tax income on top of federal tax? Yes. Pennsylvania has a state income tax, so a financial plan for a Pennsylvania resident should project it alongside federal tax. ## Is there a local income tax in Pennsylvania? Yes. In Pennsylvania, most municipalities add a local earned income tax. ## What happens to stock pay if you move to or from Pennsylvania? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Pennsylvania can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Pennsylvania? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How do you account for local income tax where I live and work? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Bobby Cremins](https://find.wellspent.co/advisors/bobby-cremins.md) | Metanoia Financial | Philadelphia, Pennsylvania | CFP, CFA | Percentage of assets, Ongoing planning fee | | [David Lafferty](https://find.wellspent.co/advisors/david-lafferty.md) | Wescott Financial Advisory Group LLC | Philadelphia, Pennsylvania | CFP, MBA, JD, CAP, ChFC, LLM | Percentage of assets | | [Michael Rausch](https://find.wellspent.co/advisors/michael-rausch.md) | North River Wealth Advisors | Pittsburgh, Pennsylvania | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee | | [Chelsea Ransom-Cooper](https://find.wellspent.co/advisors/chelsea-ransom-cooper.md) | Zenith Wealth Partners | Philadelphia, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Ian Wild](https://find.wellspent.co/advisors/ian-wild.md) | All-Pro Advisors LLC | Gibsonia, Pennsylvania | CFP | Percentage of assets | | [Dennis O'Brien](https://find.wellspent.co/advisors/dennis-obrien.md) | Coastal Financial Advisors, Inc. | Philadelphia, Pennsylvania | BS, MS, RTRP | Flat fee or retainer, Hourly, Ongoing planning fee | | [James Holtzman](https://find.wellspent.co/advisors/james-holtzman.md) | Legend Financial Advisors, Inc. | Pittsburgh, Pennsylvania | CFP, CPA | Percentage of assets | | [Jaco Jordaan](https://find.wellspent.co/advisors/jaco-jordaan.md) | Riverchase Wealth Management | Upper St. Clair, Pennsylvania | CFP, ChFC, CFA | Percentage of assets, Fixed fees | | [Anthony Carrino](https://find.wellspent.co/advisors/anthony-carrino.md) | Roble Belko & Company | Newtown, Pennsylvania | CFP, ChFC | Percentage of assets, Fixed fees | | [Guilian DiLeonardo](https://find.wellspent.co/advisors/guilian-dileonardo.md) | Liberty One Wealth Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer | | [Jacqueline Cannella](https://find.wellspent.co/advisors/jacqueline-cannella.md) | Roble Belko & Company | Sewickley, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Jim White](https://find.wellspent.co/advisors/jim-white.md) | Great Oak Wealth Management | Pottstown, Pennsylvania | CFP, EA, MBA | Percentage of assets, Hourly, Fixed fees | | [Joe Ciliberti](https://find.wellspent.co/advisors/joe-ciliberti.md) | Thayer Partners, LLC | Wyndmoor , Pennsylvania | CFP | Percentage of assets | | [Josh Knauss](https://find.wellspent.co/advisors/josh-knauss.md) | OMNIWEALTH GROUP | Lewisburg, Pennsylvania | CFP | Percentage of assets | | [Mario Posteraro](https://find.wellspent.co/advisors/mario-posteraro.md) | Roble Belko & Company | Sewickley, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Mark Cecchini](https://find.wellspent.co/advisors/mark-cecchini.md) | Quadrant Capital | Center Valley, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer | | [Ryan Lacey](https://find.wellspent.co/advisors/ryan-lacey.md) | Roble Belko & Company | Sewickley, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [William Belko](https://find.wellspent.co/advisors/william-belko.md) | Roble Belko & Company | Sewickley, Pennsylvania | CFP, CFA | Percentage of assets, Fixed fees | | [Allyson Mangine](https://find.wellspent.co/advisors/allyson-mangine.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Jacob McConnell](https://find.wellspent.co/advisors/jacob-mcconnell.md) | River's Edge Wealth Management | Beaver, Pennsylvania | CFP | Percentage of assets | | [Jake McCracken](https://find.wellspent.co/advisors/jake-mccracken.md) | River's Edge Wealth Management | Beaver, Pennsylvania | CFP | Percentage of assets | | [Maria Kelly](https://find.wellspent.co/advisors/maria-kelly.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Patrick Swift](https://find.wellspent.co/advisors/patrick-swift.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Philip Matalucci](https://find.wellspent.co/advisors/philip-matalucci.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Quinn McCracken](https://find.wellspent.co/advisors/quinn-mccracken.md) | River's Edge Wealth Management | Beaver, Pennsylvania | CFP | Percentage of assets | | [Trevor York](https://find.wellspent.co/advisors/trevor-york.md) | River's Edge Wealth Management | Beaver, Pennsylvania | CFP, ChFC | Percentage of assets | | [Alison Dorsman](https://find.wellspent.co/advisors/alison-dorsman.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Blake Curle](https://find.wellspent.co/advisors/blake-curle.md) | Gibson Capital | Wexford, Pennsylvania | CFP, CFA | Percentage of assets | | [Brittany Kalsky](https://find.wellspent.co/advisors/brittany-kalsky.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Chad Hileman](https://find.wellspent.co/advisors/chad-hileman.md) | Gibson Capital | Wexford, Pennsylvania | CFP, CFA | Percentage of assets | | [Christopher Sidoni](https://find.wellspent.co/advisors/christopher-sidoni.md) | Gibson Capital | Wexford, Pennsylvania | CFP, CFA | Percentage of assets | | [Connor Knox](https://find.wellspent.co/advisors/connor-knox.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Dionna Poluch](https://find.wellspent.co/advisors/dionna-poluch.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Eric Demico](https://find.wellspent.co/advisors/eric-demico.md) | Gibson Capital | Wexford, Pennsylvania | CFP, CFA | Percentage of assets | | [Haley Schwartz](https://find.wellspent.co/advisors/haley-schwartz.md) | ARX Private Wealth | Lancaster, Pennsylvania | CFP | Percentage of assets, Hourly | | [James Beenders](https://find.wellspent.co/advisors/james-beenders.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Jonathan Grebosky](https://find.wellspent.co/advisors/jonathan-grebosky.md) | Gibson Capital | Wexford, Pennsylvania | CFP, CFA | Percentage of assets | | [Justin Clark](https://find.wellspent.co/advisors/justin-clark.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Keith Wander](https://find.wellspent.co/advisors/keith-wander.md) | Roble Belko & Company | Sewickley, Pennsylvania | CFA | Percentage of assets, Fixed fees | | [Linda Yeager](https://find.wellspent.co/advisors/linda-yeager.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Maggie Fisher](https://find.wellspent.co/advisors/maggie-fisher.md) | ARX Private Wealth | Lancaster, Pennsylvania | CFP | Percentage of assets, Hourly | | [Mark Jackson](https://find.wellspent.co/advisors/mark-jackson.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Matthew Short](https://find.wellspent.co/advisors/matthew-short.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Michael Henley](https://find.wellspent.co/advisors/michael-henley.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Ryan Canfield](https://find.wellspent.co/advisors/ryan-canfield.md) | Victus Wealth Management | Enola, Pennsylvania | | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription | | [Tracy McGuire](https://find.wellspent.co/advisors/tracy-mcguire.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Tyler Harris](https://find.wellspent.co/advisors/tyler-harris.md) | ARX Private Wealth | Lancaster, Pennsylvania | CFP | Percentage of assets, Hourly | | [Gary Hess](https://find.wellspent.co/advisors/gary-hess.md) | Baldwin Management | West Conshohocken, Pennsylvania | CFA | Percentage of assets | | [Matthew Liebman](https://find.wellspent.co/advisors/matthew-liebman.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFA | Percentage of assets, Hourly, Fixed fees | | [Mitchell Mosgrove](https://find.wellspent.co/advisors/mitchell-mosgrove.md) | Trebuchet Consulting | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 98. The full list, page by page: https://find.wellspent.co/audiences/executives/pennsylvania/?page=2 ## Related - [Retirement planning in Pennsylvania](https://find.wellspent.co/specialties/retirement-planning/pennsylvania.md) - [Tax planning in Pennsylvania](https://find.wellspent.co/specialties/tax-planning/pennsylvania.md) - [Estate planning in Pennsylvania](https://find.wellspent.co/specialties/estate-planning/pennsylvania.md) - [Family wealth transfer in Pennsylvania](https://find.wellspent.co/specialties/family-wealth-transfer/pennsylvania.md) - [Retirees in Pennsylvania](https://find.wellspent.co/audiences/retirees/pennsylvania.md) - [Founders in Pennsylvania](https://find.wellspent.co/specialties/founders-pre-exit/pennsylvania.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).