# Advisors for $500,000 to $1 million in Pennsylvania

> In Pennsylvania, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Michael Joyce of CW Advisors, Irene Giman of RTD Financial Advisors Inc. and Robert Falcon of Falcon Wealth Managers LLC.

Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/pennsylvania/
309 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors for $500,000 to $1 million in Pennsylvania?

In Pennsylvania, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Michael Joyce of CW Advisors, Irene Giman of RTD Financial Advisors Inc. and Robert Falcon of Falcon Wealth Managers LLC.

## How many fee-only advisors for $500,000 to $1 million in Pennsylvania are there?

The Wellspent public graph lists 309 fee-only advisors for $500,000 to $1 million in Pennsylvania, at 97 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.

## Where are fee-only advisors for $500,000 to $1 million in Pennsylvania located?

Of the 309 fee-only advisors for $500,000 to $1 million in Pennsylvania, 29 are in Philadelphia, followed by 19 in West Conshohocken and 18 in Montgomeryville.

## How do fee-only advisors for $500,000 to $1 million in Pennsylvania charge?

The most common fee among fee-only advisors for $500,000 to $1 million in Pennsylvania is a percentage of assets, used by 97% of the 309 with fees on file. Many use more than one: 74% charge fixed fees and 41% charge by the hour.

## How many fee-only advisors for $500,000 to $1 million in Pennsylvania hold the CFP?

44% of the 309 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Pennsylvania?

What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?

## How current is this list of fee-only advisors for $500,000 to $1 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.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Ryan Langan](https://find.wellspent.co/advisors/ryan-langan.md) | Your Path Fi, LLC | West Chester, Pennsylvania | CFP | Flat fee or retainer, Ongoing planning fee |
| [Jeffrey Mastronardo](https://find.wellspent.co/advisors/jeffrey-mastronardo.md) | Financial Coach Group | West Chester, Pennsylvania | CFP | One-time planning fee, Ongoing planning fee |
| [David Hunter](https://find.wellspent.co/advisors/david-hunter.md) | First Light Wealth, LLC | Hershey, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Robert Falcon](https://find.wellspent.co/advisors/robert-falcon.md) | Falcon Wealth Managers LLC | Concordville, Pennsylvania | BS, CFP, CPA, CPA/PFS, MBA, PFS | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Stephen McDade](https://find.wellspent.co/advisors/stephen-mcdade.md) | Foundation Wealth Management, LLC | Media, Pennsylvania | CFP, CPA, ChFC, MSFS, MST | Flat fee or retainer, Ongoing planning fee |
| [Ben Schmid](https://find.wellspent.co/advisors/ben-schmid.md) | Ketwich Capital LLC | Malvern, Pennsylvania | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Christopher Steward](https://find.wellspent.co/advisors/christopher-steward.md) | Impact Advisors Group | Warrington, Pennsylvania | CFA, CEPA, CFP, ChFC, CLU, Master of Science Accounting, CASL, RICP | Percentage of assets, Ongoing planning fee |
| [Kent Addis](https://find.wellspent.co/advisors/kent-addis.md) | Addis & Hill, Inc. | Wayne, Pennsylvania | BS | Percentage of assets, Ongoing planning fee |
| [Matt Williams, CFP®, RICP®, CExP®, Aep®](https://find.wellspent.co/advisors/matt-williams-cfp-ricp-cexp-aep.md) | Impact Advisors Group LLC | Warrington, Pennsylvania | CFP, RICP | Percentage of assets, Ongoing planning fee |
| [Donald DeMuth](https://find.wellspent.co/advisors/donald-demuth.md) | Mighty Oak Strong America Investment Company | Mechanicsburg, Pennsylvania | CFA, CHBC, CPA/PFS, MBA | Percentage of assets, Hourly |
| [Jonathan Heller](https://find.wellspent.co/advisors/jonathan-heller.md) | KEJ Financial Advisors, LLC | Newtown, Pennsylvania | CFA, CFP, MBA | Ongoing planning fee |
| [Timothy Caban](https://find.wellspent.co/advisors/timothy-caban.md) | Copper Beech Advisors, LLC | Malvern, Pennsylvania | CFP, EA | Ongoing planning fee, One-time planning fee |
| [David Emery](https://find.wellspent.co/advisors/david-emery.md) | Waverly Advisors, LLC | Philadelphia, Pennsylvania | CDFA, CFP, CLU, CPA, CPA/PFS, MBA, AEP, CAP, MSFP, CKA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Keith McGowan](https://find.wellspent.co/advisors/keith-mcgowan.md) | American Advisors, LLC | Langhorne, Pennsylvania | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Mark Cecchini](https://find.wellspent.co/advisors/mark-cecchini.md) | Quadrant Capital | Center Valley, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer |
| [Allyson Mangine](https://find.wellspent.co/advisors/allyson-mangine.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christopher Mallon](https://find.wellspent.co/advisors/christopher-mallon.md) | Pennsylvania Capital Management | Huntingdon Valley, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Irvin Schorsch](https://find.wellspent.co/advisors/irvin-schorsch.md) | Pennsylvania Capital Management | Huntingdon Valley, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Joseph Purcell](https://find.wellspent.co/advisors/joseph-purcell.md) | Wissahickon Wealth Management | Philadelphia, Pennsylvania | CFP | Percentage of assets |
| [Maria Kelly](https://find.wellspent.co/advisors/maria-kelly.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Patrick Swift](https://find.wellspent.co/advisors/patrick-swift.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Philip Matalucci](https://find.wellspent.co/advisors/philip-matalucci.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Adam Greene](https://find.wellspent.co/advisors/adam-greene.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Alan Cohn](https://find.wellspent.co/advisors/alan-cohn.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Alison Dorsman](https://find.wellspent.co/advisors/alison-dorsman.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets |
| [Andrew Brown](https://find.wellspent.co/advisors/andrew-brown.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Benjamin Kogan](https://find.wellspent.co/advisors/benjamin-kogan.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Brittany Kalsky](https://find.wellspent.co/advisors/brittany-kalsky.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets |
| [Connor Knox](https://find.wellspent.co/advisors/connor-knox.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets |
| [Daphne Richards](https://find.wellspent.co/advisors/daphne-richards.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Dionna Poluch](https://find.wellspent.co/advisors/dionna-poluch.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets |
| [James Beenders](https://find.wellspent.co/advisors/james-beenders.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Jason Mardinly](https://find.wellspent.co/advisors/jason-mardinly.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [John Sion](https://find.wellspent.co/advisors/john-sion.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Justin Clark](https://find.wellspent.co/advisors/justin-clark.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Linda Yeager](https://find.wellspent.co/advisors/linda-yeager.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Lucile Steitz](https://find.wellspent.co/advisors/lucile-steitz.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Mark Jackson](https://find.wellspent.co/advisors/mark-jackson.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets |
| [Matthew Short](https://find.wellspent.co/advisors/matthew-short.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Michael Henley](https://find.wellspent.co/advisors/michael-henley.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets |
| [Ross Cohn](https://find.wellspent.co/advisors/ross-cohn.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Tracy McGuire](https://find.wellspent.co/advisors/tracy-mcguire.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets |
| [Adam Mehrer](https://find.wellspent.co/advisors/adam-mehrer.md) | Wills Financial Group | Newton Square, Pennsylvania | CFP | Percentage of assets, Hourly |
| [Andrea Gorniok](https://find.wellspent.co/advisors/andrea-gorniok.md) | Fairman Financial | Chesterbrook, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Andrew Bucksner](https://find.wellspent.co/advisors/andrew-bucksner.md) | Wick Capital Partners | Wayne, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Brooke Bees](https://find.wellspent.co/advisors/brooke-bees.md) | Wick Capital Partners | Wayne, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [David Clark](https://find.wellspent.co/advisors/david-clark.md) | Wick Capital Partners | Wayne, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Douglas Morisoli](https://find.wellspent.co/advisors/douglas-morisoli.md) | Fairman Financial | Berwyn, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Olsen](https://find.wellspent.co/advisors/james-olsen.md) | Malvern Capital Management | Malvern, Pennsylvania | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Jonathan Inzero](https://find.wellspent.co/advisors/jonathan-inzero.md) | Innova Wealth Partners | Newtown, Pennsylvania | CFP | Percentage of assets, Fixed fees |

Showing the first 50 of 309. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/pennsylvania/?page=2

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).