Advisors for $1 million to $3 million in Pennsylvania
How do I find fee-only advisors for $1 million to $3 million in Pennsylvania?
In Pennsylvania, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Blake Curle of Gibson Capital, James Holtzman of Legend Financial Advisors, Inc. and William Belko of Roble Belko & Company.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Blake Curle Gibson Capital, Wexford Holds the CFP and CFA. Fees on file: percentage of assets.
- James Holtzman Legend Financial Advisors, Inc., Pittsburgh Holds the CFP and CPA. Fees on file: percentage of assets.
- William Belko Roble Belko & Company, Sewickley Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Eric Presogna One-Up Financial, Erie Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Christopher Crooks Tower Bridge Advisors, West Conshohocken Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Kurt Ebner EHB Financial Resources Managemnt, Exton Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 208
- Firms
- 61
- Cities
- 45
- Hold the CFP
- 29%
- Other credentials: CFA 18% · CPA 1% · ChFC 4%
- How they charge (of 208 with fees on file): percentage of assets 95% · fixed fees 65% · hourly 39% · performance-based fees 5%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
How many fee-only advisors for $1 million to $3 million in Pennsylvania are there?
The Wellspent public graph lists 208 fee-only advisors for $1 million to $3 million in Pennsylvania, at 61 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million.
Where are fee-only advisors for $1 million to $3 million in Pennsylvania located?
Of the 208 fee-only advisors for $1 million to $3 million in Pennsylvania, 24 are in Pittsburgh, followed by 20 in Philadelphia and 19 in Berwyn.
How do fee-only advisors for $1 million to $3 million in Pennsylvania charge?
The most common fee among fee-only advisors for $1 million to $3 million in Pennsylvania is a percentage of assets, used by 95% of the 208 with fees on file. Many use more than one: 65% charge fixed fees and 39% charge by the hour.
How many fee-only advisors for $1 million to $3 million in Pennsylvania hold the CFP?
29% of the 208 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $1 million to $3 million in Pennsylvania?
What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with?
How current is this list of fee-only advisors for $1 million to $3 million 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 208 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 |
| Eric Presogna | One-Up Financial | Erie | CFP, CPA | Percentage of assets, Fixed fees |
| James Holtzman | Legend Financial Advisors, Inc. | Pittsburgh | CFP, CPA | Percentage of assets |
| Anthony Carrino | Roble Belko & Company | Newtown | CFP, ChFC | Percentage of assets, Fixed fees |
| Jacqueline Cannella | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| Mario Posteraro | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Ryan Lacey | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| William Belko | Roble Belko & Company | Sewickley | CFP, CFA | Percentage of assets, Fixed fees |
| Peter Eberhart | Henry H. Armstrong Associates | Pittsburgh | CFP | Percentage of assets |
| 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 |
| Eric Demico | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Haley Schwartz | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Jonathan Grebosky | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Keith Wander | Roble Belko & Company | Sewickley | CFA | Percentage of assets, Fixed fees |
| Maggie Fisher | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Tyler Harris | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Adam Scholl | Henry H. Armstrong Associates | Pittsburgh | CFA | Percentage of assets |
| Christopher Zafiriou | Flax Pond Capital | Merion Station | CFA | Percentage of assets, Hourly |
| Gary Hess | Baldwin Management | West Conshohocken | CFA | Percentage of assets |
| John Blair | DT Investment Partners | Chadds Ford | CFP | Percentage of assets, Fixed fees |
| Michael D'Antonio | DT Investment Partners | Chadds Ford | CFP | Percentage of assets, Fixed fees |
| Mitchell Mosgrove | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| Zachary Zimmer | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| David Gradzki | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Jared Uribe-Sullivan | Legacy Advisors | Plymouth Meeting | CFP | Percentage of assets, Hourly |
| Joseph Fabrizio | Legacy Advisors | Plymouth Meeting | CFP | Percentage of assets, Hourly |
| Kevin Cooke | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Martin Moyers | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Nicholas Cavanaugh | Roble Belko & Company | Sewickley | Not listed | Percentage of assets, Fixed fees |
| Peter Gaertner | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Robert Hofmann | Roffman Miller Wealth Management | Phialdelphia | CFP | Percentage of assets |
| Robert Riegen | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Roger Roble | Roble Belko & Company | Sewickley | Not listed | Percentage of assets, Fixed fees |
| Sarah Veverka | Guyasuta Investment Advisors | Pittsburgh | CFP | Percentage of assets, Fixed fees |
| Barry Pflueger | Pflueger Wealth | Churchville | CFP | Percentage of assets, Hourly |
| Daniel Jennings | Gross & Hartman Investments | Leola | CFA | Hourly |
| David Peppard | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| James Armstrong | Henry H. Armstrong Associates | Pittsburgh | Not listed | Percentage of assets |
| Jared Quereau | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Jonathan Smith | DT Investment Partners | Chadds Ford | CFA | Percentage of assets, Fixed fees |
| Michael Crew | Flax Pond Capital | Merion Station | Not listed | Percentage of assets, Hourly |
| Sara Turner | Aurdan Capital Management | Wayne | CFP | Percentage of assets, Fixed fees |
| Aaron Stolpen | Legacy Advisors | Plymouth Meeting | CFA | Percentage of assets, Hourly |
| Andrew Damico | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Christine Messmer | Christine Messmer PC | Collegeville | ATP, CFP, MS | Hourly, Fixed fees |
| Gerard Guertin | Roffman Miller Wealth Management | Philadelphia | ChFC | Percentage of assets |
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