ChFC financial advisors in Pennsylvania
How do I find fee-only advisors who hold the ChFC in Pennsylvania?
In Pennsylvania, look for a fee-only advisor who holds the ChFC, a planning designation from The American College. It covers much the same ground as the CFP. Records to start with include Mark Atherton of Apella Wealth, Stephen McDade of Foundation Wealth Management, LLC and Christopher Steward of Impact Advisors Group.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Mark Atherton Apella Wealth, Berwyn Holds the CFP, CFA and EA. Fees on file: one-time planning fee.
- Stephen McDade Foundation Wealth Management, LLC, Media Holds the CFP and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Christopher Steward Impact Advisors Group, Warrington Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Jaco Jordaan Riverchase Wealth Management, Upper St. Clair Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- David Lafferty Wescott Financial Advisory Group LLC, Philadelphia Holds the CFP. Fees on file: percentage of assets.
- Jared Wilcox Rodgers & Associates, Lancaster Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 43
- Firms
- 39
- Cities
- 28
- Hold the CFP
- 63%
- Other credentials: CFA 7% · CPA 2% · EA 2%
- How they charge (of 43 with fees on file): percentage of assets 91% · fixed fees 60% · hourly 53% · ongoing planning fee 7%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
ChFC financial advisors by state
Questions about chFC financial advisors
How many fee-only advisors who hold the ChFC in Pennsylvania are there?
The Wellspent public graph lists 43 fee-only advisors who hold the ChFC in Pennsylvania, at 39 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the ChFC in Pennsylvania located?
Of the 43 fee-only advisors who hold the ChFC in Pennsylvania, 4 are in Philadelphia, followed by 4 in Berwyn and 4 in Pittsburgh.
How do fee-only advisors who hold the ChFC in Pennsylvania charge?
The most common fee among fee-only advisors who hold the ChFC in Pennsylvania is a percentage of assets, used by 91% of the 43 with fees on file. Many use more than one: 60% charge fixed fees and 53% charge by the hour.
How many fee-only advisors who hold the ChFC in Pennsylvania hold the CFP?
63% of the 43 fee-only advisors who hold the ChFC 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 ChFC?
We count an advisor here when their record lists the ChFC.
What should I ask fee-only advisors who hold the ChFC in Pennsylvania?
What areas does your planning cover? Do you hold other credentials? Do you earn anything from selling insurance? How do you charge?
How current is this list of fee-only advisors who hold the ChFC 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 43 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| David Lafferty | Wescott Financial Advisory Group LLC | Philadelphia | CFP, MBA, JD, CAP | Percentage of assets |
| Carey Morgan | Livelihood LLC | Philadelphia | CFP, ChFC | Flat fee or retainer, Hourly |
| Stephen McDade | Foundation Wealth Management, LLC | Media | CFP, CPA, ChFC, MSFS | Flat fee or retainer, Ongoing planning fee |
| Christopher Steward | Impact Advisors Group | Warrington | CFA, CEPA, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| James Hemphill | TGS Financial Advisors | Radnor | CASL, CFP, ChFC, CIMA | Percentage of assets, Fixed fees |
| 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 |
| Jaco Jordaan | Riverchase Wealth Management | Upper St. Clair | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Anthony Carrino | Roble Belko & Company | Newtown | CFP, ChFC | Percentage of assets, Fixed fees |
| Trevor York | River's Edge Wealth Management | Beaver | CFP, ChFC | Percentage of assets |
| Allison Kramer | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Joshua Jenkins | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Steven Economopoulos | Econ Wealth Management | Harrisburg | CFP, ChFC | Percentage of assets |
| Henry Fox | Blue Bell Private Wealth Management | Blue Bell | CFP, ChFC | Percentage of assets, Hourly |
| Louis Fancher | 46 Peaks Investment Advisory Group | Newtown | CFP, ChFC | Ongoing planning fee |
| Evan Evans | Onyx Bridge Wealth Group | Exton | ChFC | Percentage of assets, Hourly |
| David Niggel | Key Wealth Partners | Lititz | CFP, ChFC | Percentage of assets, Hourly |
| Gerard Guertin | Roffman Miller Wealth Management | Philadelphia | ChFC | Percentage of assets |
| John Simkins | Stewardship Advisors, LLC | Mount Joy | CFP, ChFC, CIMA | Percentage of assets, Fixed fees |
| Sam Feiser | Harvest Financial Planning Associates, LLC | Lancaster | CFP, ChFC | Percentage of assets |
| John Jim | Beacon Bridge Wealth Partners | Lower Gwynedd | ChFC | Percentage of assets, Fixed fees |
| Sean Huston | Huston Fox, Financial Advisory Services | Hanover | ChFC | Percentage of assets, Fixed fees |
| Andrew Pursel | Matune Basile Advisors | Hermitage | CFP, ChFC | Percentage of assets, Hourly |
| Bray Hansel | Sterling Investment Advisors | Berwyn | CFP, ChFC | Percentage of assets, Hourly |
| David Coult | Milestone Financial Associates | Macungie | CFP, ChFC | Percentage of assets, Hourly |
| Jeff Lanscek | Milestone Financial Associates | Macungie | CFP, ChFC | Percentage of assets, Hourly |
| Jonathan McSurdy | Axiom Investment Solutions | Doylestown | CFP, ChFC | Percentage of assets, Hourly |
| Nicklaus Stonesifer | EWA | Pittsburgh | CFP, ChFC | Percentage of assets, Fixed fees |
| Paul Kobilka | Altruistic Advisor | East Fallowfield | CFP, ChFC | Percentage of assets, Fixed fees |
| Paul Kopey | Paul R. Kopey & Associates | Chester Springs | CFP, ChFC | Percentage of assets, Hourly |
| Scott Heess | Meridian Asset Management | Bethlehem | CFP, ChFC | Percentage of assets, Hourly |
| Shanley Campbell | Continuum Advisory | Philadelphia | CFP, ChFC | Percentage of assets, Hourly |
| Wilbur Shertzer | Stewardship Advisors | Mount Joy | CFP, ChFC | Percentage of assets, Fixed fees |
| Christopher McMahon | MFA Wealth Advisors | Pittsburgh | ChFC | Percentage of assets, Fixed fees |
| Frederick Dunbar | Common Cents Planning | Glen Mills | ChFC | Percentage of assets, Hourly |
| Gary Dolbashian | Arnold Investment Group | Phoenixville | ChFC | Percentage of assets, Hourly |
| John Weisbrod | Quantum Financial Advisors | Pittsburgh | ChFC | Percentage of assets, Hourly |
| Justin Poccia | Milestone Financial Associates | Macungie | ChFC | Percentage of assets, Hourly |
| Kerry Erickson | Erickson Financial Group | Allentown | ChFC | Percentage of assets, Hourly |
| Michael Newman | Ellis Investment Partners | Berwyn | ChFC | Percentage of assets, Hourly |
| Pegler Swift | Compass Investments | Pittsburgh | ChFC | Percentage of assets, Hourly |
| William McKenna | Mckenna & Sullivan | Southampton | ChFC | Percentage of assets, Hourly |
| Woodward Odiorne | Ellis Investment Partners | Berwyn | ChFC | Percentage of assets, Hourly |
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