Financial advisors for executives in Pennsylvania

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..

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.

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.

See every fee-only advisor fee in Pennsylvania

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.

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?

1. How would you plan my deferred compensation elections?
2. How do you work around trading windows and 10b5-1 plans?
3. How much of my wealth should depend on my employer?
4. What would you do first if I left or was let go?
5. How do you account for local income tax where I live and work?
6. 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.