Advisors for under $500,000 in Pennsylvania
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Mark Atherton of Apella Wealth, Brandon Seibel of Oasis Wealth Planning Advisors, LLC and Sean Dwyer of Overture Wealth Management LLC.
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.
- Brandon Seibel Oasis Wealth Planning Advisors, LLC, Philadelphia Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Sean Dwyer Overture Wealth Management LLC, Conshohocken Holds the CFP, CFA and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Christopher Perry CJ Perry Financial, Berwyn Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Logan Murray Pocket Project LLC, Philadelphia Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Mike Henzes Open Wealth Network, Pottstown Holds the CFP and EA. Fees on file: flat fee or retainer.
By the numbers
- Advisors listed
- 532
- Firms
- 251
- Cities
- 130
- Hold the CFP
- 45%
- Other credentials: CFA 8% · CPA 1% · EA 1%
- How they charge (of 532 with fees on file): percentage of assets 94% · fixed fees 70% · hourly 57% · 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
Advisors for under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Pennsylvania are there?
The Wellspent public graph lists 532 fee-only advisors for under $500,000 in Pennsylvania, at 251 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Pennsylvania located?
Of the 532 fee-only advisors for under $500,000 in Pennsylvania, 40 are in Pittsburgh, followed by 27 in Lancaster and 26 in Mechanicsburg.
How do fee-only advisors for under $500,000 in Pennsylvania charge?
The most common fee among fee-only advisors for under $500,000 in Pennsylvania is a percentage of assets, used by 94% of the 532 with fees on file. Many use more than one: 70% charge fixed fees and 57% charge by the hour.
How many fee-only advisors for under $500,000 in Pennsylvania hold the CFP?
45% of the 532 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Pennsylvania?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 532 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Alan Rhode | Modern Wealth | Blue Bell | CFP, RLP, CPWA | Percentage of assets |
| Bobby Cremins | Metanoia Financial | Philadelphia | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Dave Rowan | Rowan Financial LLC | Bethlehem | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Michael Rausch | North River Wealth Advisors | Pittsburgh | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Ryan Greiser | Opulus, LLC | Doylestown | CFP | Percentage of assets, Flat fee or retainer |
| Brandon Seibel | Oasis Wealth Planning Advisors, LLC | Philadelphia | CFP, CPA, JD, LLM | Flat fee or retainer, Ongoing planning fee |
| Dillon Kenniston | REWealth Financial Planning | Sinking Spring | CFP | Ongoing planning fee, Flat fee or retainer |
| Sean Dwyer | Overture Wealth Management LLC | Conshohocken | CFP, CFA, EA | Flat fee or retainer, Ongoing planning fee |
| Stephen Way | Setarcos Wealth Advisors LLC | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Steve Engle | Asbury Capital | Glen Mills | CFP | Percentage of assets, Flat fee or retainer |
| Tom Poltersdorf Jr | GT Wealth | Lebanon | CFP | Percentage of assets, Flat fee or retainer |
| Chelsea Ransom-Cooper Zenith Wealth Partners provides a flexible retirement planning and investment management approach that inspires our clients to take financial action. | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Huyen Nguyen | Inclusive Wealth Financial Planning LLC | Mechanicsburg | CFP | Flat fee or retainer, One-time planning fee |
| Ian Wild | All-Pro Advisors LLC | Gibsonia | CFP | Percentage of assets |
| Lew Christman | Christman Fiancial Advisors LLC | Macungie | CFP | Percentage of assets, Ongoing planning fee |
| Logan Murray | Pocket Project LLC | Philadelphia | CFP, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| Matthew Ramos | Mpower Wealth Management, LLC | Drexel Hill | CFP, MBA | Percentage of assets, Hourly |
| Mike Hartman | Hyperion Financial, LLC | Shillington | CFP, RICP | Ongoing planning fee |
| Mike Henzes | Open Wealth Network | Pottstown | CFP, EA, MBA | Flat fee or retainer |
| Ryan Moran | Locus Wealth Management | West Chester | CFP | Percentage of assets, One-time planning fee |
| Christopher Perry | CJ Perry Financial | Berwyn | CFA, CFP, MBA, RICP | Percentage of assets, Flat fee or retainer |
| Dennis O'Brien | Coastal Financial Advisors, Inc. | Philadelphia | BS, MS, RTRP | Flat fee or retainer, Hourly |
| James Hemphill | TGS Financial Advisors | Radnor | CASL, CFP, ChFC, CIMA | Percentage of assets, Fixed fees |
| Jason McWilliams | JRM Tax & Wealth Management, LLC | Chester Heights | CFP, CPA | Percentage of assets, Hourly |
| Robert Stromberg | Mountain River Financial, LLC | Jenkintown | CFP | Fixed fees |
| Ryan Kelly | Aries Financial Navigators | Lititz | AIF, CFP, CRPC, EA | Percentage of assets, Hourly |
| Zak Lutz | LifeGuide Financial Advisors | Mechanicsburg | CFP, CKA, RLP | Percentage of assets, Ongoing planning fee |
| Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD | Focused Founders Wealth Planning | MOUNT JOY | CFP | Percentage of assets, Flat fee or retainer |
| Jared Wilcox | Rodgers & Associates | Lancaster | CFP, MBA, RICP, ChFC | Percentage of assets |
| Jonathan Kiehl | Evenkiehl, LLC | Lancaster | CFP, MBA | Percentage of assets, Fixed fees |
| Mark Atherton | Apella Wealth | Berwyn | CFP, JD, MBA, EA | One-time planning fee |
| Michael Garry | Yardley Wealth Management, LLC | Yardley | AIF, CFP, JD, MBA | Percentage of assets, Fixed fees |
| Amy Braun-Bostich | Braun-Bostich & Associates | Canonsburg | CFP | Percentage of assets, Fixed fees |
| Brennan Zizzi | Zizzi Investments, LLC | Mechanicsburg | CFP | Ongoing planning fee, One-time planning fee |
| Jaco Jordaan | Riverchase Wealth Management | Upper St. Clair | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Tammy Pompei | Braun-Bostich & Associates | Canonsburg | CFP | Percentage of assets, Fixed fees |
| Abigail Schmid | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Andrew Herron | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Bill Aquila | Waypoint Financial | Dublin | CFP | Percentage of assets, Ongoing planning fee |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Jim White | Great Oak Wealth Management | Pottstown | CFP, EA, MBA | Percentage of assets, Hourly |
| Josh Knauss | OMNIWEALTH GROUP | Lewisburg | CFP | Percentage of assets |
| Justin Buttrick | Vision Wealth Advisors | Lewisburg | CFP | Flat fee or retainer, Percentage of assets |
| Kevin Hartnett | Sensenig Capital Advisors, Inc. | Collegeville | CFP | Percentage of assets, Hourly |
| Kevin Manning | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Myriah Lipke | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Nicole Carson | 2nd Story Wealth | Plymouth Meeting | CFP, MBA | Percentage of assets, Hourly |
| Timothy Macarak | Members' Wealth | Media | CFP | Percentage of assets, Fixed fees |
| Bruce Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
| David Ritrovato | Bluesphere Advisors | East Norriton | CFP | Flat fee or retainer, Ongoing planning fee |
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