Financial advisors for retirees in Pennsylvania
Which financial advisor should I talk to as a retiree in Pennsylvania?
For retirees in Pennsylvania, talk to a fee-only planner who already works with people drawing down their savings. Your questions have moved from saving to spending, so look for steady withdrawals, tax-aware RMD planning, and care planning. Records to start with include Bradley Clark of Clark Asset Management, LLC, Sean Dwyer of Overture Wealth Management LLC and Jared Wilcox of Rodgers & Associates.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Bradley Clark Clark Asset Management, LLC, Radnor Holds the RICP and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Sean Dwyer Overture Wealth Management LLC, Conshohocken Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Jared Wilcox Rodgers & Associates, Lancaster Holds the RICP and CFP. Fees on file: percentage of assets.
- Mark Atherton Apella Wealth, Berwyn Holds the CFP and EA. Fees on file: one-time planning fee.
- Christopher Perry CJ Perry Financial, Berwyn Holds the RICP and CFP. Fees on file: percentage of assets, flat fee or retainer.
- Bob Wolfe HealthyFP, Conshohocken Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
How many fee-only financial advisors in Pennsylvania work with retirees?
The Wellspent public graph lists 160 fee-only advisors for retirees in Pennsylvania, at 68 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for retirees in Pennsylvania located?
Of the 160 fee-only advisors for retirees in Pennsylvania, 19 are in Philadelphia, followed by 11 in Blue Bell and 10 in Media.
Plus 101 in other cities.
How do fee-only advisors for retirees in Pennsylvania charge?
The most common fee among fee-only advisors for retirees in Pennsylvania is a percentage of assets, used by 90% of the 160 with fees on file. Many use more than one: 56% charge fixed fees and 35% 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 retirees have?
For retirees, look for the RICP, CFP and EA. In Pennsylvania, 54% of the 160 advisors listed hold the CFP.
- RICP2% in Pennsylvania
- The RICP focuses on income in retirement.
- CFP54% in Pennsylvania
- The CFP covers tax, insurance, and estate decisions together.
- EA3% in Pennsylvania
- Enrolled agents help with RMDs and Medicare surcharges.
How do Pennsylvania advisors for retirees compare with the rest of the US?
56% of fee-only advisors for retirees in Pennsylvania charge fixed fees, compared with 44% of the 3,334 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 retirees.
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 as a retiree in Pennsylvania?
- How much can I spend each year, and how will you adjust it?
- How do you plan around RMDs and Medicare premiums?
- How would you pay for long-term care if I needed it?
- What happens if I can't manage this myself, or my spouse dies first?
- How does Pennsylvania tax each source of my retirement income?
How current is this list of fee-only advisors for retirees 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 160 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 |
| Dominic Corabi | Wedmont Private Capital | West Chester | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Bradley Clark | Clark Asset Management, LLC | Radnor | CFP, MBA, RICP | Flat fee or retainer, Ongoing planning fee |
| Huyen Nguyen | Inclusive Wealth Financial Planning LLC | Mechanicsburg | CFP | Flat fee or retainer, One-time planning fee |
| Ian Wild | All-Pro Advisors LLC | Gibsonia | CFP | Percentage of assets |
| 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 |
| 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 |
| Eric Presogna | One-Up Financial | Erie | CFP, CPA | Percentage of assets, Fixed fees |
| 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 |
| James Hemphill | TGS Financial Advisors | Radnor | CASL, CFP, ChFC, CIMA | Percentage of assets, Fixed fees |
| 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 |
| Zak Lutz | LifeGuide Financial Advisors | Mechanicsburg | CFP, CKA, RLP | Percentage of assets, Ongoing planning fee |
| James Holtzman | Legend Financial Advisors, Inc. | Pittsburgh | CFP, CPA | Percentage of assets |
| Jared Wilcox | Rodgers & Associates | Lancaster | CFP, MBA, RICP, ChFC | Percentage of assets |
| Mark Atherton | Apella Wealth | Berwyn | CFP, JD, MBA, EA | One-time planning fee |
| 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 |
| Kevin Manning | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| 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 |
| Jacob McConnell | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Jake McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Matthew Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
| Quinn McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Trevor York | River's Edge Wealth Management | Beaver | CFP, ChFC | Percentage of assets |
| Alison Dorsman | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Brittany Kalsky | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Carl Emerick | Emerick Financial Planning | Pittsburgh | CFP | Hourly |
| Connor Knox | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Dane Czaplicki | Members' Wealth | Media | CFA | Percentage of assets, Fixed fees |
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