Flat-fee financial advisors in Pennsylvania
How do I find fee-only advisors who charge flat or fixed fees in Pennsylvania?
In Pennsylvania, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Sean Dwyer of Overture Wealth Management LLC, Brandon Seibel of Oasis Wealth Planning Advisors, LLC and Stephen McDade of Foundation Wealth Management, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Sean Dwyer Overture Wealth Management LLC, Conshohocken Holds the CFP, CFA and EA. Fees on file: flat fee or retainer, ongoing 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.
- Stephen McDade Foundation Wealth Management, LLC, Media Holds the CFP and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Chad Hileman Gibson Capital, Wexford Holds the CFP and CFA. Fees on file: percentage of assets.
- Bob Wolfe HealthyFP, Conshohocken Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Bobby Cremins Metanoia Financial, Philadelphia Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 919
- Firms
- 347
- Cities
- 140
- Hold the CFP
- 44%
- Other credentials: CFA 11% · CPA 1% · EA 1%
- How they charge (of 919 with fees on file): percentage of assets 92% · fixed fees 85% · hourly 49% · ongoing planning fee 6%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in Pennsylvania are there?
The Wellspent public graph lists 919 fee-only advisors who charge flat or fixed fees in Pennsylvania, at 347 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge flat or fixed fees in Pennsylvania located?
Of the 919 fee-only advisors who charge flat or fixed fees in Pennsylvania, 63 are in Philadelphia, followed by 59 in Pittsburgh and 31 in Lancaster.
How do fee-only advisors who charge flat or fixed fees in Pennsylvania charge?
The most common fee among fee-only advisors who charge flat or fixed fees in Pennsylvania is a percentage of assets, used by 92% of the 919 with fees on file. Many use more than one: 85% charge fixed fees and 49% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in Pennsylvania hold the CFP?
44% of the 919 fee-only advisors who charge flat or fixed fees 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 who charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in Pennsylvania?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees 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 919 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Megan Kiesel Flexible, as-needed planning for early- and mid-career people who want a meaningful life and long-term financial stability. | Livelihood LLC | Philadelphia | CFP | One-time planning fee, Hourly |
| 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 |
| David Lafferty | Wescott Financial Advisory Group LLC | Philadelphia | CFP, MBA, JD, CAP | Percentage of assets |
| Dominic Corabi | Wedmont Private Capital | West Chester | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Ryan Greiser | Opulus, LLC | Doylestown | CFP | Percentage of assets, Flat fee or retainer |
| Bob Wolfe | HealthyFP | Conshohocken | CFP, EA | Percentage of assets, Ongoing planning fee |
| 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 |
| Ryan Langan | Your Path Fi, LLC | West Chester | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Bradley Clark | Clark Asset Management, LLC | Radnor | CFP, MBA, RICP | Flat fee or retainer, Ongoing planning fee |
| Carey Morgan | Livelihood LLC | Philadelphia | CFP, ChFC | Flat fee or retainer, Hourly |
| 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 |
| Jeffrey Mastronardo | Financial Coach Group | West Chester | CFP | One-time planning fee, Ongoing planning fee |
| 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 |
| Alex Jankowski | Timeless Wealth, LLC | Phoenixville | CFP, CPA | Percentage of assets, Hourly |
| David Hunter | First Light Wealth, LLC | Hershey | CFP | Percentage of assets, Hourly |
| Madison Sharick | Madi Manages Money LLC | Pittsburgh | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Robert Falcon | Falcon Wealth Managers LLC | Concordville | BS, CFP, CPA, CPA/PFS | Percentage of assets, Flat fee or retainer |
| Ryan Moran | Locus Wealth Management | West Chester | CFP | Percentage of assets, One-time planning fee |
| Scott Bown | AdviceOnly | Bethel Park | CFP, MBA | Hourly, 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 Perry | CJ Perry Financial | Berwyn | CFA, CFP, MBA, RICP | Percentage of assets, Flat fee or retainer |
| Christopher Steward | Impact Advisors Group | Warrington | CFA, CEPA, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Dennis O'Brien | Coastal Financial Advisors, Inc. | Philadelphia | BS, MS, RTRP | Flat fee or retainer, Hourly |
| Eric Presogna | One-Up Financial | Erie | CFP, CPA | Percentage of assets, Fixed fees |
| Grady Moshay Advice-only planning for self-directed investors, whether building a plan from scratch or stress testing one already in place. | Emancipare Investment Advisors | Easton | MBA, AFC | One-time planning fee, 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 |
| 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 |
| 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 |
| James Holtzman | Legend Financial Advisors, Inc. | Pittsburgh | CFP, CPA | Percentage of assets |
| Jared Wilcox | Rodgers & Associates | Lancaster | CFP, MBA, RICP, ChFC | Percentage of assets |
| Jonathan Heller | KEJ Financial Advisors, LLC | Newtown | CFA, CFP, MBA | Ongoing planning fee |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes