Hourly financial advisors in Pennsylvania
How do I find fee-only advisors who charge by the hour in Pennsylvania?
In Pennsylvania, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Brandon Seibel of Oasis Wealth Planning Advisors, LLC, Christopher Sidoni of Gibson Capital and James Holtzman of Legend Financial Advisors, Inc..
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Brandon Seibel Oasis Wealth Planning Advisors, LLC, Philadelphia Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Christopher Sidoni Gibson Capital, Wexford Holds the CFP and CFA. Fees on file: percentage of assets.
- James Holtzman Legend Financial Advisors, Inc., Pittsburgh Holds the CFP and CPA. Fees on file: percentage of assets.
- Logan Murray Pocket Project LLC, Philadelphia Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Sanjay Pawar Bluesphere Advisors, East Norriton Holds the CFP and CFA. 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
- 590
- Firms
- 262
- Cities
- 126
- Hold the CFP
- 43%
- Other credentials: CFA 10% · CPA 1% · EA 1%
- How they charge (of 590 with fees on file): hourly 92% · percentage of assets 91% · fixed fees 71% · 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
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Pennsylvania are there?
The Wellspent public graph lists 590 fee-only advisors who charge by the hour in Pennsylvania, at 262 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge by the hour in Pennsylvania located?
Of the 590 fee-only advisors who charge by the hour in Pennsylvania, 37 are in Lancaster, followed by 34 in Pittsburgh and 28 in Mechanicsburg.
How do fee-only advisors who charge by the hour in Pennsylvania charge?
The most common fee among fee-only advisors who charge by the hour in Pennsylvania is an hourly rate, used by 92% of the 590 with fees on file. Many use more than one: 91% charge a percentage of assets and 71% charge fixed fees.
How many fee-only advisors who charge by the hour in Pennsylvania hold the CFP?
43% of the 590 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Pennsylvania?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 590 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 |
| 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 |
| 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 |
| Steve Engle | Asbury Capital | Glen Mills | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| 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 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 |
| 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 |
| 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 |
| 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 |
| Jason McWilliams | JRM Tax & Wealth Management, LLC | Chester Heights | CFP, CPA | Percentage of assets, Hourly |
| Matt Williams, CFP®, RICP®, CExP®, Aep® | Impact Advisors Group LLC | Warrington | CFP, RICP | Percentage of assets, Ongoing planning fee |
| 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 |
| Donald DeMuth | Mighty Oak Strong America Investment Company | Mechanicsburg | CFA, CHBC, CPA/PFS, MBA | Percentage of assets, Hourly |
| 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 |
| Brennan Zizzi | Zizzi Investments, LLC | Mechanicsburg | CFP | 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 |
| Bill Aquila | Waypoint Financial | Dublin | CFP | Percentage of assets, Ongoing planning fee |
| Jim White | Great Oak Wealth Management | Pottstown | CFP, EA, MBA | Percentage of assets, Hourly |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | 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 |
| 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 |
| Nicholas Phelps | Nicholas H. Phelps, CFP® | State College | CFP | Flat fee or retainer, Hourly |
| Nicole Carson | 2nd Story Wealth | Plymouth Meeting | CFP, MBA | Percentage of assets, Hourly |
| Allyson Mangine | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Christopher Mallon | Pennsylvania Capital Management | Huntingdon Valley | CFP | Percentage of assets, Hourly |
| David Ritrovato | Bluesphere Advisors | East Norriton | CFP | Flat fee or retainer, Ongoing planning fee |
| Irvin Schorsch | Pennsylvania Capital Management | Huntingdon Valley | CFP | Percentage of assets, Hourly |
| Maria Kelly | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Patrick Swift | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
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