CFA financial advisors in Pennsylvania
How do I find fee-only advisors who hold the CFA in Pennsylvania?
In Pennsylvania, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Sean Dwyer of Overture Wealth Management LLC, Mark Atherton of Apella Wealth and Brandon Seibel of Oasis Wealth Planning Advisors, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Sean Dwyer Overture Wealth Management LLC, Conshohocken Holds the CFP, CFA and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Mark Atherton Apella Wealth, Berwyn Holds the CFP, CFA and EA. Fees on file: one-time planning fee.
- Brandon Seibel Oasis Wealth Planning Advisors, LLC, Philadelphia Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Irene Giman RTD Financial Advisors Inc., Philadelphia Holds the CFP, CFA and CPA. Fees on file: percentage of assets, fixed fees.
- Michael Joyce CW Advisors, Bethlehem Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Bobby Cremins Metanoia Financial, Philadelphia Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 131
- Firms
- 90
- Cities
- 54
- Hold the CFP
- 30%
- Other credentials: CFA 100% · CPA 3% · EA 2%
- How they charge (of 131 with fees on file): percentage of assets 94% · fixed fees 63% · hourly 36% · performance-based fees 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
How many fee-only advisors who hold the CFA in Pennsylvania are there?
The Wellspent public graph lists 131 fee-only advisors who hold the CFA in Pennsylvania, at 90 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFA in Pennsylvania located?
Of the 131 fee-only advisors who hold the CFA in Pennsylvania, 11 are in West Conshohocken, followed by 10 in Philadelphia and 9 in Pittsburgh.
How do fee-only advisors who hold the CFA in Pennsylvania charge?
The most common fee among fee-only advisors who hold the CFA in Pennsylvania is a percentage of assets, used by 94% of the 131 with fees on file. Many use more than one: 63% charge fixed fees and 36% charge by the hour.
How many fee-only advisors who hold the CFA in Pennsylvania hold the CFP?
30% of the 131 fee-only advisors who hold the CFA in Pennsylvania hold the CFP certification, based on the credentials listed on each record.
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.
How does Wellspent decide who counts as fee-only advisors who hold the CFA?
We count an advisor here when their record lists the CFA.
What should I ask fee-only advisors who hold the CFA in Pennsylvania?
Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?
How current is this list of fee-only advisors who hold the CFA 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 131 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Bobby Cremins | Metanoia Financial | Philadelphia | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Michael Rausch | North River Wealth Advisors | Pittsburgh | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Brandon Seibel | Oasis Wealth Planning Advisors, LLC | Philadelphia | CFP, CPA, JD, LLM | Flat fee or retainer, Ongoing planning fee |
| Sean Dwyer | Overture Wealth Management LLC | Conshohocken | CFP, CFA, EA | Flat fee or retainer, Ongoing planning fee |
| Madison Sharick | Madi Manages Money LLC | Pittsburgh | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Christopher Perry | CJ Perry Financial | Berwyn | CFA, CFP, MBA, RICP | Percentage of assets, Flat fee or retainer |
| Christopher Steward | Impact Advisors Group | Warrington | CFA, CEPA, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| R Brian Werner | Winthrop Partners | Doylestown | CFA, CFP | Percentage of assets |
| Donald DeMuth | Mighty Oak Strong America Investment Company | Mechanicsburg | CFA, CHBC, CPA/PFS, MBA | Percentage of assets, Hourly |
| Jonathan Heller | KEJ Financial Advisors, LLC | Newtown | CFA, CFP, MBA | Ongoing planning fee |
| Mark Atherton | Apella Wealth | Berwyn | CFP, JD, MBA, EA | One-time planning fee |
| Jaco Jordaan | Riverchase Wealth Management | Upper St. Clair | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| William Belko | Roble Belko & Company | Sewickley | CFP, CFA | Percentage of assets, Fixed fees |
| Jonathan Dane | Defiant Capital Group | Warrendale | CFP, CFA | Percentage of assets, Fixed fees |
| Sanjay Pawar | Bluesphere Advisors | East Norriton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Dane Czaplicki | Members' Wealth | Media | CFA | Percentage of assets, Fixed fees |
| Eric Demico | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Jonathan Grebosky | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Keith Wander | Roble Belko & Company | Sewickley | CFA | Percentage of assets, Fixed fees |
| Adam Scholl | Henry H. Armstrong Associates | Pittsburgh | CFA | Percentage of assets |
| Christopher Zafiriou | Flax Pond Capital | Merion Station | CFA | Percentage of assets, Hourly |
| Devin Rainone | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| Gary Hess | Baldwin Management | West Conshohocken | CFA | Percentage of assets |
| Gregory Johnson | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| Matthew Liebman | Amplius Wealth | Blue Bell | CFA | Percentage of assets, Hourly |
| Matthew Malick | Atwater Malick | Lancaster | CFP, CFA | Percentage of assets, Hourly |
| Richard Lawrence | Lawrence Wealth Management | West Conshohocken | CFA | Percentage of assets |
| Stuart Strasner | Defiant Capital Group | Warrendale | CFA | 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 |
| Lidia Amodei | Attleboro Wealth Management | Yardley | CFP, CFA | Percentage of assets, Fixed fees |
| Peter Kim | Brandywine Oak Private Wealth | Kennett Square | CFA | Percentage of assets |
| 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 |
| Andrew Sachais | Wick Capital Partners | Wayne | CFA | Percentage of assets, Fixed fees |
| Daniel Jennings | Gross & Hartman Investments | Leola | CFA | Hourly |
| Jonathan Smith | DT Investment Partners | Chadds Ford | CFA | Percentage of assets, Fixed fees |
| Kevin Dodgson | Shetland Financial | Center Valley | CFA | Flat fee or retainer |
| R. Christopher Wiegand | Newbridge Wealth Management | Bryn Mawr | CFA | Percentage of assets, Hourly |
| Ryan Gelrod | Fairman Financial | Chesterbrook | CFA | Percentage of assets, Hourly |
| Thomas Franks | Emmanuel Capital Management | Pittsurgh | CFA | Percentage of assets, Hourly |
| Thomas Huber | Wick Capital Partners | Wayne | CFA | Percentage of assets, Fixed fees |
| Thomas McGahan | Eamon Capital Management | Wexford | CFA | Percentage of assets, Hourly |
| Aaron Stolpen | Legacy Advisors | Plymouth Meeting | CFA | Percentage of assets, Hourly |
| Andrew Damico | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
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