| David White | Attleboro Wealth Management | Yardley | CFA | Percentage of assets, Fixed fees |
| Eric Greenberg | ESG Wealth Advisors | Lansdale | Not listed | Flat fee or retainer, Percentage of assets |
| Garry North | Master's Wealth Management | Lancaster | BFA, CFP, MSFS | Percentage of assets, Fixed fees |
| Jeremy Walter | Fident Financial | Lancaster | CFP | Percentage of assets, Fixed fees |
| Jessica Goedtel | Pavilion Financial Planning | Allentown | CFP, EA | Percentage of assets, Hourly |
| John Simkins | Stewardship Advisors, LLC | Mount Joy | CFP, ChFC, CIMA | Percentage of assets, Fixed fees |
| Jonathan Monroe | New Wave Financial | Collegeville | Not listed | Percentage of assets |
| Joseph Bucara | JCB Financial, Inc. | Collegeville | CFP | Percentage of assets, Hourly |
| Justin Warfel | Wagner Wealth Management | Conyngham | Not listed | Percentage of assets |
| Kristopher Wallick | Wallick Wealth Management | Perkasie | Not listed | Percentage of assets |
| Kurt Angstadt | K Wealth Advisors | Berwyn | CFP | Percentage of assets, Hourly |
| Mary Jule Roginski | Northeastern Financial Consultants | South Abington Township | Not listed | Percentage of assets, Hourly |
| Matt Stearns | Brookhouse Adviors LLC | Meadville | CFP, RICP | Percentage of assets, Hourly |
| Michael Helveston | Whitford Financial Planning | Lititz | CFP, CRPC | Percentage of assets, Fixed fees |
| Mike Whitehead | Hutchison Whitehead Wealth Management, LLC | Cannonsburg | CFA, CFP | Percentage of assets, Fixed fees |
| Nicholas King | Targeted Financial Planning | East Stroudsburg | Not listed | Percentage of assets, Flat fee or retainer |
| Nicholas Terezis | Marathon Strategic Advisors | Pittsburgh | CFA | Percentage of assets |
| Nisiar Smith | Courtside Wealth Partners | Blue Bell | Not listed | Percentage of assets, Fixed fees |
| Peter Keenan | Beacon Bridge Wealth Partners | Lower Gwynedd | CFP | Percentage of assets, Fixed fees |
| Robert Barth | Aventine Financial Group LLC | Doylestown | CFP, CPA | Percentage of assets, Hourly |
| Robert Krimmel | Kooman & Associates | Altoona | Not listed | Percentage of assets, Fixed fees |
| Robert Teague | Markle Financial | Lancaster | Not listed | Percentage of assets, Hourly |
| Sam Feiser | Harvest Financial Planning Associates, LLC | Lancaster | CFP, ChFC | Percentage of assets |
| Stacy Anderson | Kooman & Associates | Altoona | Not listed | Percentage of assets, Fixed fees |
| Thomas Aichele | Clear Capital Management | Doylestown | CFP | Percentage of assets, Hourly |
| Vanessa Zook | PSI Capital Management | Camp Hill | CFP, MBA, RICP | Percentage of assets, Hourly |
| William March | Spring City Partners | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Andrew White | Latham Financial | Ivyland | Not listed | Percentage of assets |
| Bernard Campbell | Etch Financial | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Craig Sigeti | CES Investment Strategies | Lititz | Not listed | Percentage of assets |
| David Pankiw | CUBIC Advisors | Wayne | Not listed | Percentage of assets |
| Donald Slone | Etch Financial | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Howard Leonard | Stewardship Partners Investment Counsel | Chester Springs | Not listed | Percentage of assets |
| Jacob Artz | Econ Wealth Management | Harrisburg | Not listed | Percentage of assets |
| Jeffrey Widdup | Milinovich & Company | Waynesburg | Not listed | Ongoing planning fee |
| John Slater | CUBIC Advisors | Wayne | Not listed | Percentage of assets |
| Karen Vavra | VCM Wealth | Collegeville | Not listed | Percentage of assets, Hourly |
| Matthew McCarter | Onyx Bridge Wealth Group | Exton | Not listed | Percentage of assets, Hourly |
| Matthew Ramer | MOR Wealth Management | Philadelphia | Not listed | Percentage of assets, Hourly |
| Michael Kwiatkowski | WHTG Wealth Management | Landenberg | CFA | Percentage of assets |
| Michael Milinovich | Milinovich & Company | Waynesburg | Not listed | Ongoing planning fee |
| Nicole Wasiakowski | Brightside Wealth Planning | Center Valley | Not listed | Percentage of assets, Fixed fees |
| Noah Lehman | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Ralph Wasiakowski | Brightside Wealth Planning | Center Valley | Not listed | Percentage of assets, Fixed fees |
| Richard Dombrowski | Rigden Capital Strategies | Erie | Not listed | Percentage of assets, Hourly |
| Richard Luchini | Luchini Financial | Altoona | Not listed | Percentage of assets, Fixed fees |
| Robert Grimm | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Ryan Troup | Econ Wealth Management | Harrisburg | Not listed | Percentage of assets |
| Stephen Bierker | Asset One | Bridgeville | CFA | Percentage of assets |
| Tressia Marino | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |