Advisors for $500,000 to $1 million in Pennsylvania
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Michael Joyce CW Advisors, Bethlehem Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Irene Giman RTD Financial Advisors Inc., Philadelphia Holds the CFP, CFA and CPA. Fees on file: percentage of assets, fixed fees.
- Robert Falcon Falcon Wealth Managers LLC, Concordville Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Jonathan Heller KEJ Financial Advisors, LLC, Newtown Holds the CFP and CFA. Fees on file: ongoing 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.
By the numbers
- Advisors listed
- 309
- Firms
- 97
- Cities
- 58
- Hold the CFP
- 44%
- Other credentials: CFA 13% · CPA 2% · EA 1%
- How they charge (of 309 with fees on file): percentage of assets 97% · fixed fees 74% · hourly 41% · performance-based fees 7%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 309 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Ryan Langan | Your Path Fi, LLC | West Chester | CFP | Flat fee or retainer, Ongoing planning fee |
| Jeffrey Mastronardo | Financial Coach Group | West Chester | CFP | One-time planning fee, Ongoing planning fee |
| David Hunter | First Light Wealth, LLC | Hershey | CFP | Percentage of assets, Hourly |
| Robert Falcon | Falcon Wealth Managers LLC | Concordville | BS, CFP, CPA, CPA/PFS | Percentage of assets, Flat fee or retainer |
| Stephen McDade | Foundation Wealth Management, LLC | Media | CFP, CPA, ChFC, MSFS | Flat fee or retainer, Ongoing planning fee |
| Ben Schmid | Ketwich Capital LLC | Malvern | CFP | Percentage of assets, Ongoing planning fee |
| Christopher Steward | Impact Advisors Group | Warrington | CFA, CEPA, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Kent Addis | Addis & Hill, Inc. | Wayne | BS | Percentage of assets, Ongoing planning fee |
| Matt Williams, CFP®, RICP®, CExP®, Aep® | Impact Advisors Group LLC | Warrington | CFP, RICP | Percentage of assets, Ongoing planning fee |
| 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 |
| Timothy Caban | Copper Beech Advisors, LLC | Malvern | CFP, EA | Ongoing planning fee, One-time planning fee |
| David Emery | Waverly Advisors, LLC | Philadelphia | CDFA, CFP, CLU, CPA | Percentage of assets, Hourly |
| Keith McGowan | American Advisors, LLC | Langhorne | CFP, MBA | Percentage of assets, Hourly |
| 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 |
| Allyson Mangine | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Christopher Mallon | Pennsylvania Capital Management | Huntingdon Valley | CFP | Percentage of assets, Hourly |
| Irvin Schorsch | Pennsylvania Capital Management | Huntingdon Valley | CFP | Percentage of assets, Hourly |
| Joseph Purcell | Wissahickon Wealth Management | Philadelphia | CFP | Percentage of assets |
| Maria Kelly | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Patrick Swift | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Philip Matalucci | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| 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 |
| Alison Dorsman | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| 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 |
| Brittany Kalsky | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Connor Knox | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Daphne Richards | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Dionna Poluch | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| James Beenders | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| 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 |
| Justin Clark | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Linda Yeager | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Lucile Steitz | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Mark Jackson | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Matthew Short | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Michael Henley | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Ross Cohn | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Tracy McGuire | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Adam Mehrer | Wills Financial Group | Newton Square | CFP | Percentage of assets, Hourly |
| Andrea Gorniok | Fairman Financial | Chesterbrook | CFP | Percentage of assets, Hourly |
| Andrew Bucksner | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| Brooke Bees | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| David Clark | Wick Capital Partners | Wayne | CFP | Percentage of assets, Fixed fees |
| Douglas Morisoli | Fairman Financial | Berwyn | CFP | Percentage of assets, Hourly |
| James Olsen | Malvern Capital Management | Malvern | CFP, CFA | Percentage of assets, Hourly |
| Jonathan Inzero | Innova Wealth Partners | Newtown | CFP | Percentage of assets, Fixed fees |
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