Financial advisors for ultra-high-net-worth families in Pennsylvania
Which financial advisor should I talk to as an ultra-high-net-worth family in Pennsylvania?
For ultra-high-net-worth families in Pennsylvania, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Chad Hileman of Gibson Capital, Sanjay Pawar of Bluesphere Advisors and James Olsen of Malvern Capital Management.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Chad Hileman Gibson Capital, Wexford Holds the CFA and CFP. Fees on file: percentage of assets.
- Sanjay Pawar Bluesphere Advisors, East Norriton Holds the CFA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- James Olsen Malvern Capital Management, Malvern Holds the CFA and CFP. Fees on file: percentage of assets, hourly.
- David Emery Waverly Advisors, LLC, Philadelphia Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Joe Ciliberti Thayer Partners, LLC, Wyndmoor Holds the CFP. Fees on file: percentage of assets.
- David Lafferty Wescott Financial Advisory Group LLC, Philadelphia Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Pennsylvania work with ultra-high-net-worth families?
The Wellspent public graph lists 78 fee-only advisors for ultra-high-net-worth families in Pennsylvania, at 20 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for ultra-high-net-worth families in Pennsylvania located?
Of the 78 fee-only advisors for ultra-high-net-worth families in Pennsylvania, 23 are in West Conshohocken, followed by 14 in Chesterbrook and 7 in Wynnewood.
Plus 23 in other cities.
How do fee-only advisors for ultra-high-net-worth families in Pennsylvania charge?
The most common fee among fee-only advisors for ultra-high-net-worth families in Pennsylvania is a percentage of assets, used by 99% of the 78 with fees on file. Many use more than one: 59% charge fixed fees and 36% 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 ultra-high-net-worth families have?
For ultra-high-net-worth families, look for the CFA, CPA and CFP. In Pennsylvania, 45% of the 78 advisors listed hold the CFP.
- CFA21% in Pennsylvania
- The CFA supports complex portfolios.
- CPA1% in Pennsylvania
- CPAs handle tax across entities and trusts.
- CFP45% in Pennsylvania
- The CFP keeps the whole picture together.
How do Pennsylvania advisors for ultra-high-net-worth families compare with the rest of the US?
45% of fee-only advisors for ultra-high-net-worth families in Pennsylvania hold the CFP, compared with 32% of the 1,133 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 ultra-high-net-worth families.
Does Pennsylvania have an inheritance tax?
Yes. Pennsylvania has an inheritance tax, which falls on some heirs rather than on the estate.
What should I ask a financial advisor as an ultra-high-net-worth family in Pennsylvania?
- What would I pay in dollars, on my balance, each year?
- Who on your team handles tax and estate work?
- How many clients my size do you serve?
- How do you handle private investments?
- Who in my family would owe Pennsylvania's inheritance tax?
How current is this list of fee-only advisors for ultra-high-net-worth families 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 78 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| David Lafferty | Wescott Financial Advisory Group LLC | Philadelphia | CFP, MBA, JD, CAP | Percentage of assets |
| Dominic Corabi | Wedmont Private Capital | West Chester | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Stephen Way | Setarcos Wealth Advisors LLC | Philadelphia | CFP | Percentage of assets, Fixed fees |
| David Emery | Waverly Advisors, LLC | Philadelphia | CDFA, CFP, CLU, CPA | Percentage of assets, Hourly |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| 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 |
| David Ritrovato | Bluesphere Advisors | East Norriton | CFP | Flat fee or retainer, Ongoing planning fee |
| Sanjay Pawar | Bluesphere Advisors | East Norriton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Adam Greene | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Alan Cohn | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Andrew Brown | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Benjamin Kogan | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Blake Curle | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Chad Hileman | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Christopher Sidoni | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Daphne Richards | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Eric Demico | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Haley Schwartz | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Jason Mardinly | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| John Sion | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Jonathan Grebosky | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Lucile Steitz | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Maggie Fisher | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Ross Cohn | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Tyler Harris | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Andrea Gorniok | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Douglas Morisoli | Fairman Financial | Berwyn | CFP | Percentage of assets, Hourly |
| Gary Hess | Baldwin Management | West Conshohocken | CFA | Percentage of assets |
| James Harrington | Bluesphere Advisors | East Norriton | CFA | Flat fee or retainer, Ongoing planning fee |
| James Olsen | Malvern Capital Management | Malvern | CFP, CFA | Percentage of assets, Hourly |
| Marianne Inforzato | Fairman Financial | Berwyn | CFP | Percentage of assets, Hourly |
| Mary Dal Nogare | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Matthew Snyder | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Patrick Gorgonzola | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Richard Lawrence | Lawrence Wealth Management | West Conshohocken | CFA | Percentage of assets |
| Shawn Kindt | Fairman Financial | Chesterbrook | CFP, PFS | Percentage of assets, Hourly |
| Courtney Kauffman | Prowell Financial Management | Exton | CFP | Percentage of assets, Fixed fees |
| Daniel Hochbaum | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Joseph Gallagher | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Ryan Kraus | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| William Malloy | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| David Peppard | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Jared Quereau | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Ryan Gelrod | Fairman Financial | Chesterbrook | CFA | Percentage of assets, Hourly |
| Thomas McGahan | Eamon Capital Management | Wexford | CFA | Percentage of assets, Hourly |
| Brandon Baker | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| George Harris, III | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Karpel | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Joshua Guevin | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Matthew Welsh | Godshalk Welsh Capital Management | Radnor | CFP | Percentage of assets, Hourly |
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