Financial advisors for people close to retirement in Pennsylvania
Which financial advisor should I talk to if you're close to retirement in Pennsylvania?
For people close to retirement in Pennsylvania, talk to a fee-only planner five to ten years before you stop working, while there's still time to change things. Look for someone who tests your retirement date and shows you what would have to be true for it to work. Records to start with include Jared Wilcox of Rodgers & Associates, Sean Dwyer of Overture Wealth Management LLC and Bradley Clark of Clark Asset Management, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Jared Wilcox Rodgers & Associates, Lancaster Holds the CFP and RICP. Fees on file: percentage of assets.
- Sean Dwyer Overture Wealth Management LLC, Conshohocken Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Bradley Clark Clark Asset Management, LLC, Radnor Holds the CFP and RICP. Fees on file: flat fee or retainer, ongoing planning fee.
- Bob Wolfe HealthyFP, Conshohocken Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Mike Henzes Open Wealth Network, Pottstown Holds the CFP and EA. Fees on file: flat fee or retainer.
- Mike Hartman Hyperion Financial, LLC, Shillington Holds the CFP and RICP. Fees on file: ongoing planning fee.
How many fee-only financial advisors in Pennsylvania work with people close to retirement?
The Wellspent public graph lists 124 fee-only advisors for people close to retirement in Pennsylvania, at 62 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for people close to retirement in Pennsylvania located?
Of the 124 fee-only advisors for people close to retirement in Pennsylvania, 20 are in Philadelphia, followed by 10 in Media and 9 in Kennett Square.
Plus 68 in other cities.
How do fee-only advisors for people close to retirement in Pennsylvania charge?
The most common fee among fee-only advisors for people close to retirement in Pennsylvania is a percentage of assets, used by 87% of the 124 with fees on file. Many use more than one: 40% charge fixed fees and 21% 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 people close to retirement have?
For people close to retirement, look for the CFP, RICP and EA. In Pennsylvania, 60% of the 124 advisors listed hold the CFP.
- CFP60% in Pennsylvania
- The CFP covers the whole transition.
- RICP3% in Pennsylvania
- The RICP focuses on turning savings into income.
- EA3% in Pennsylvania
- Enrolled agents help with the low-tax years before Social Security.
How do Pennsylvania advisors for people close to retirement compare with the rest of the US?
21% of fee-only advisors for people close to retirement in Pennsylvania charge by the hour, compared with 39% of the 2,969 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 people close to retirement.
Does Pennsylvania tax Social Security?
No. Pennsylvania doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor if you're close to retirement in Pennsylvania?
- Can I retire when I want to, and what would change your answer?
- How should my investments change in the years before I stop working?
- How do I cover health insurance before Medicare?
- What should I do with my 401(k) when I leave?
- How does Pennsylvania tax each source of my retirement income?
How current is this list of fee-only advisors for people close to retirement 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 124 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Bobby Cremins | Metanoia Financial | Philadelphia | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Dave Rowan | Rowan Financial LLC | Bethlehem | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Michael Rausch | North River Wealth Advisors | Pittsburgh | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Bob Wolfe | HealthyFP | Conshohocken | CFP, EA | Percentage of assets, Ongoing planning fee |
| Brandon Seibel | Oasis Wealth Planning Advisors, LLC | Philadelphia | CFP, CPA, JD, LLM | Flat fee or retainer, Ongoing planning fee |
| Ryan Langan | Your Path Fi, LLC | West Chester | CFP | Flat fee or retainer, Ongoing planning fee |
| Sean Dwyer | Overture Wealth Management LLC | Conshohocken | CFP, CFA, EA | Flat fee or retainer, Ongoing planning fee |
| Tom Poltersdorf Jr | GT Wealth | Lebanon | CFP | Percentage of assets, Flat fee or retainer |
| Bradley Clark | Clark Asset Management, LLC | Radnor | CFP, MBA, RICP | Flat fee or retainer, Ongoing planning fee |
| Chelsea Ransom-Cooper Zenith Wealth Partners provides a flexible retirement planning and investment management approach that inspires our clients to take financial action. | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Huyen Nguyen | Inclusive Wealth Financial Planning LLC | Mechanicsburg | CFP | Flat fee or retainer, One-time planning fee |
| Jeffrey Mastronardo | Financial Coach Group | West Chester | CFP | One-time planning fee, Ongoing planning fee |
| Lew Christman | Christman Fiancial Advisors LLC | Macungie | CFP | Percentage of assets, Ongoing planning fee |
| Mike Hartman | Hyperion Financial, LLC | Shillington | CFP, RICP | Ongoing planning fee |
| Mike Henzes | Open Wealth Network | Pottstown | CFP, EA, MBA | Flat fee or retainer |
| David Hunter | First Light Wealth, LLC | Hershey | CFP | Percentage of assets, Hourly |
| Robert Falcon | Falcon Wealth Managers LLC | Concordville | BS, CFP, CPA, CPA/PFS | Percentage of assets, Flat fee or retainer |
| Stephen McDade | Foundation Wealth Management, LLC | Media | CFP, CPA, ChFC, MSFS | Flat fee or retainer, Ongoing planning fee |
| Christopher Perry | CJ Perry Financial | Berwyn | CFA, CFP, MBA, RICP | Percentage of assets, Flat fee or retainer |
| Dennis O'Brien | Coastal Financial Advisors, Inc. | Philadelphia | BS, MS, RTRP | Flat fee or retainer, Hourly |
| Grady Moshay Advice-only planning for self-directed investors, whether building a plan from scratch or stress testing one already in place. | Emancipare Investment Advisors | Easton | MBA, AFC | One-time planning fee, Hourly |
| Jason McWilliams | JRM Tax & Wealth Management, LLC | Chester Heights | CFP, CPA | Percentage of assets, Hourly |
| Kent Addis | Addis & Hill, Inc. | Wayne | BS | Percentage of assets, Ongoing planning fee |
| R Brian Werner | Winthrop Partners | Doylestown | CFA, CFP | Percentage of assets |
| Ryan Kelly | Aries Financial Navigators | Lititz | AIF, CFP, CRPC, EA | Percentage of assets, Hourly |
| 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 |
| James Holtzman | Legend Financial Advisors, Inc. | Pittsburgh | CFP, CPA | Percentage of assets |
| Jared Wilcox | Rodgers & Associates | Lancaster | CFP, MBA, RICP, ChFC | Percentage of assets |
| Amy Braun-Bostich | Braun-Bostich & Associates | Canonsburg | CFP | Percentage of assets, Fixed fees |
| Jaco Jordaan | Riverchase Wealth Management | Upper St. Clair | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Tammy Pompei | Braun-Bostich & Associates | Canonsburg | CFP | Percentage of assets, Fixed fees |
| Abigail Schmid | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Andrew Herron | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| 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 |
| Josh Knauss | OMNIWEALTH GROUP | Lewisburg | CFP | Percentage of assets |
| Justin Buttrick | Vision Wealth Advisors | Lewisburg | CFP | Flat fee or retainer, Percentage of assets |
| Kevin Hartnett | Sensenig Capital Advisors, Inc. | Collegeville | CFP | Percentage of assets, Hourly |
| Kevin Manning | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| 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 |
| Myriah Lipke | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Timothy Macarak | Members' Wealth | Media | CFP | Percentage of assets, Fixed fees |
| Bruce Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
| Alison Dorsman | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Blake Curle | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Brittany Kalsky | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Carl Emerick | Emerick Financial Planning | Pittsburgh | CFP | Hourly |
| Chad Hileman | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Christopher Sidoni | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
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