Advisors for over $3 million in Pennsylvania
How do I find fee-only advisors for over $3 million in Pennsylvania?
In Pennsylvania, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include William Kreicker of Chadds Ford Wealth Partners, Theodore Brooks of Nordwand Capital and Javan Martin of Martin, Javan VON.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- William Kreicker Chadds Ford Wealth Partners, Chadds Ford Holds the CFA. Fees on file: flat fee or retainer, hourly.
- Theodore Brooks Nordwand Capital, Radnor Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Javan Martin Martin, Javan VON, Ephrata Holds the CFP. Fees on file: hourly, fixed fees.
- Edward Aufman Aufman Associates, Sewickley Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Kyle Rioboli Oakmont Capital Management, Oakmont Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Henry Miller Miller Investment Management, West Conshohocken Holds the CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 62
- Firms
- 16
- Cities
- 14
- Hold the CFP
- 13%
- Other credentials: CFA 18%
- How they charge (of 62 with fees on file): percentage of assets 97% · fixed fees 71% · hourly 18% · performance-based fees 8%
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 over $3 million by state
Questions about advisors for over $3 million
How many fee-only advisors for over $3 million in Pennsylvania are there?
The Wellspent public graph lists 62 fee-only advisors for over $3 million in Pennsylvania, at 16 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is over $3 million.
Where are fee-only advisors for over $3 million in Pennsylvania located?
Of the 62 fee-only advisors for over $3 million in Pennsylvania, 9 are in Wynnewood, followed by 9 in Conshohocken and 8 in Oakmont.
How do fee-only advisors for over $3 million in Pennsylvania charge?
The most common fee among fee-only advisors for over $3 million in Pennsylvania is a percentage of assets, used by 97% of the 62 with fees on file. Many use more than one: 71% charge fixed fees and 18% charge by the hour.
How many fee-only advisors for over $3 million in Pennsylvania hold the CFP?
13% of the 62 fee-only advisors for over $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 over $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 over $3 million in Pennsylvania?
What would I pay in dollars each year on my balance? Who on your team handles tax and estate work? How many clients my size do you serve? How do you handle private investments?
How current is this list of fee-only advisors for over $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 62 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Courtney Kauffman | Prowell Financial Management | Exton | CFP | Percentage of assets, Fixed fees |
| Douglas Delong | Nordwand Capital | Radnor | CFA | Percentage of assets, Fixed fees |
| Theodore Brooks | Nordwand Capital | Radnor | CFA | Percentage of assets, Fixed fees |
| Elwyn Evans | Miller Investment Management | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Henry Miller | Miller Investment Management | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Brandon Labbe | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Christopher Boyle | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Connor Martin | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Francisco Agrest | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Gerald Kane | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| James Martin | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| James White | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Jerry Bell | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Mark Prowell | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Michael Fothergill | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Nolan Lenaghan | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Patrick McGinnis | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Sarah Lynch | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Victor Haghani | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| William Kreicker | Chadds Ford Wealth Partners | Chadds Ford | CFA | Flat fee or retainer, Hourly |
| Clayton Parrett | Miller Investment Management | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Henry Miller | Miller Investment Management | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Timothy Letter | Miller Investment Management | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Brendan Moleski | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Bruce Kardon | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Christina Copeland | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| David Lorine | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Katie Kearns | Independence Asset Advisors | Wynnewood | Not listed | Percentage of assets |
| Kristin Sindoni | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Lacy Redwine | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Rebecca Renninger | Independence Asset Advisors | Wynnewood | Not listed | Percentage of assets |
| William Hall | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Edward Aufman | Aufman Associates | Sewickley | CFP | Percentage of assets, Fixed fees |
| Edward Aufman | Aufman Associates | Sewickley | CFP | Percentage of assets, Fixed fees |
| Gregory Dob | Kitching Partners | Conshohocken | CFP | Percentage of assets, Fixed fees |
| James Bloomer | Bloomer Financial Planning | Doylestown | CFP | Percentage of assets, Hourly |
| Javan Martin | Martin, Javan VON | Ephrata | CFP | Hourly, Fixed fees |
| Morgan Zafonte | Jmac Enterprises | Newtown | CFP | Percentage of assets, Fixed fees |
| Robert Macaulay | Jmac Enterprises | Newtown | CFP | Percentage of assets, Fixed fees |
| Darrin Duda | Oakmont Capital Management | Pittsburgh | CFA | Percentage of assets, Fixed fees |
| Jerry Katz | Oakmont Capital Management | Oakmont | CFA | Percentage of assets, Fixed fees |
| Kyle Rioboli | Oakmont Capital Management | Oakmont | CFA | Percentage of assets, Fixed fees |
| Lawrence Koteski | Oakmont Capital Management | Oakmont | CFA | Percentage of assets, Fixed fees |
| Patrick Fisher | Oakmont Capital Management | Pittsburgh | CFA | Percentage of assets, Fixed fees |
| William Gaffey | Aufman Associates | Sewickley | CFA | Percentage of assets, Fixed fees |
| Benjamin Roberts | Ironview Capital Management | Conshohocken | Not listed | Percentage of assets, Hourly |
| Bradley Rosen | Ironview Capital Management | Conshohocken | Not listed | Percentage of assets, Hourly |
| Bryan Rementer | Ironview Capital Management | Conshohocken | Not listed | Percentage of assets, Hourly |
| Frank Burnette | Morrison Fiduciary Advisors | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Gina Kovatch | Oakmont Capital Management | Oakmont | Not listed | Percentage of assets, Fixed fees |
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