# Financial advisors for high earners in Pennsylvania > For high earners in Pennsylvania, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Logan Murray of Pocket Project LLC, Mike Henzes of Open Wealth Network and Jim White of Great Oak Wealth Management. Page: https://find.wellspent.co/audiences/high-earners/pennsylvania/ 71 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 a high earner in Pennsylvania? For high earners in Pennsylvania, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Logan Murray of Pocket Project LLC, Mike Henzes of Open Wealth Network and Jim White of Great Oak Wealth Management. - [Logan Murray](https://find.wellspent.co/advisors/logan-murray/), Pocket Project LLC, Philadelphia. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Mike Henzes](https://find.wellspent.co/advisors/mike-henzes/), Open Wealth Network, Pottstown. Holds the EA and CFP. Fees on file: flat fee or retainer. - [Jim White](https://find.wellspent.co/advisors/jim-white/), Great Oak Wealth Management, Pottstown. Holds the EA and CFP. Fees on file: percentage of assets, hourly. - [Alexi Gilmore-Manookian](https://find.wellspent.co/advisors/alexi-gilmore-manookian/), Stash Wealth, Hawley. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Joe Ciliberti](https://find.wellspent.co/advisors/joe-ciliberti/), Thayer Partners, LLC, Wyndmoor . Holds the CFP. Fees on file: percentage of assets. - [Madison Sharick](https://find.wellspent.co/advisors/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 high earners? The Wellspent public graph lists 71 fee-only advisors for high earners in Pennsylvania, at 32 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for high earners in Pennsylvania located? Of the 71 fee-only advisors for high earners in Pennsylvania, 12 are in Blue Bell, followed by 7 in Sewickley and 5 in Lancaster. ## How do fee-only advisors for high earners in Pennsylvania charge? The most common fee among fee-only advisors for high earners in Pennsylvania is a percentage of assets, used by 90% of the 71 with fees on file. Many use more than one: 59% charge fixed fees and 42% 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 high earners have? For high earners, look for the EA and CFP. In Pennsylvania, 56% of the 71 advisors listed hold the CFP. - EA (4% of advisors listed): Enrolled agents help with multi-year tax planning. - CFP (56% of advisors listed): The CFP covers insurance and saving decisions together. ## How do Pennsylvania advisors for high earners compare with the rest of the US? 59% of fee-only advisors for high earners in Pennsylvania charge fixed fees, compared with 42% of the 1,176 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 should I ask a financial advisor as a high earner in Pennsylvania? - Do you have a minimum, and do you take clients on income rather than assets? - Which accounts should I use once I've maxed my 401(k)? - How would you reduce my tax this year and next? - How much should I be saving, in dollars? - How do you account for local income tax where I live and work? ## How current is this list of fee-only advisors for high earners 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 | |---|---|---|---|---| | [Dominic Corabi](https://find.wellspent.co/advisors/dominic-corabi.md) | Wedmont Private Capital | West Chester, Pennsylvania | CFP, MBA | Flat fee or retainer, Ongoing planning fee | | [Ryan Greiser](https://find.wellspent.co/advisors/ryan-greiser.md) | Opulus, LLC | Doylestown, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Steve Engle](https://find.wellspent.co/advisors/steve-engle.md) | Asbury Capital | Glen Mills, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, 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 | | [Logan Murray](https://find.wellspent.co/advisors/logan-murray.md) | Pocket Project LLC | Philadelphia, Pennsylvania | CFP, EA, RICP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Mike Henzes](https://find.wellspent.co/advisors/mike-henzes.md) | Open Wealth Network | Pottstown, Pennsylvania | CFP, EA, MBA | Flat fee or retainer | | [Madison Sharick](https://find.wellspent.co/advisors/madison-sharick.md) | Madi Manages Money LLC | Pittsburgh, Pennsylvania | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [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 | | [Robert Stromberg](https://find.wellspent.co/advisors/robert-stromberg.md) | Mountain River Financial, LLC | Jenkintown, Pennsylvania | CFP | Fixed fees | | [Caleb Bogia-Curles](https://find.wellspent.co/advisors/caleb-bogia-curles.md) | Focused Founders Wealth Planning | MOUNT JOY, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly | | [Amy Braun-Bostich](https://find.wellspent.co/advisors/amy-braun-bostich.md) | Braun-Bostich & Associates | Canonsburg, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [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 | | [Tammy Pompei](https://find.wellspent.co/advisors/tammy-pompei.md) | Braun-Bostich & Associates | Canonsburg, Pennsylvania | CFP | 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 | | [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 | | [Bruce Ohrenich](https://find.wellspent.co/advisors/bruce-ohrenich.md) | Stillwater Private Wealth | Allenton, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer | | [Christopher Mallon](https://find.wellspent.co/advisors/christopher-mallon.md) | Pennsylvania Capital Management | Huntingdon Valley, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [David Ritrovato](https://find.wellspent.co/advisors/david-ritrovato.md) | Bluesphere Advisors | East Norriton, Pennsylvania | CFP | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [Irvin Schorsch](https://find.wellspent.co/advisors/irvin-schorsch.md) | Pennsylvania Capital Management | Huntingdon Valley, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Dane](https://find.wellspent.co/advisors/jonathan-dane.md) | Defiant Capital Group | Warrendale, Pennsylvania | CFP, CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Maria Kelly](https://find.wellspent.co/advisors/maria-kelly.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Ohrenich](https://find.wellspent.co/advisors/matthew-ohrenich.md) | Stillwater Private Wealth | Allenton, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer | | [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 | | [Sanjay Pawar](https://find.wellspent.co/advisors/sanjay-pawar.md) | Bluesphere Advisors | East Norriton, Pennsylvania | CFP, CFA | Flat fee or retainer, Ongoing planning fee, 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 | | [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 | | [Matthew Short](https://find.wellspent.co/advisors/matthew-short.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Tyler Harris](https://find.wellspent.co/advisors/tyler-harris.md) | ARX Private Wealth | Lancaster, Pennsylvania | CFP | Percentage of assets, Hourly | | [Allison Kramer](https://find.wellspent.co/advisors/allison-kramer.md) | Seaside Wealth Advisors | Mechanicsburg, Pennsylvania | ChFC | Percentage of assets, Hourly, Fixed fees | | [Cassandra Kirby](https://find.wellspent.co/advisors/cassandra-kirby.md) | Braun-Bostich & Associates | Canonsburg, Pennsylvania | | Percentage of assets, Fixed fees | | [Douglas Bostich](https://find.wellspent.co/advisors/douglas-bostich.md) | Braun-Bostich & Associates | Canonsburg, Pennsylvania | | Percentage of assets, Fixed fees | | [James Harrington](https://find.wellspent.co/advisors/james-harrington.md) | Bluesphere Advisors | East Norriton, Pennsylvania | CFA | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [Joshua Jenkins](https://find.wellspent.co/advisors/joshua-jenkins.md) | Seaside Wealth Advisors | Mechanicsburg, Pennsylvania | ChFC | Percentage of assets, Hourly, Fixed fees | | [Matthew Liebman](https://find.wellspent.co/advisors/matthew-liebman.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFA | Percentage of assets, Hourly, Fixed fees | | [Stuart Strasner](https://find.wellspent.co/advisors/stuart-strasner.md) | Defiant Capital Group | Warrendale, Pennsylvania | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Alexi Gilmore-Manookian](https://find.wellspent.co/advisors/alexi-gilmore-manookian.md) | Stash Wealth | Hawley, Pennsylvania | CFP | Percentage of assets, One-time planning fee | | [Nicholas Cavanaugh](https://find.wellspent.co/advisors/nicholas-cavanaugh.md) | Roble Belko & Company | Sewickley, Pennsylvania | | Percentage of assets, Fixed fees | Showing the first 50 of 71. The full list, page by page: https://find.wellspent.co/audiences/high-earners/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).