| Sean Green | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Stephen Palmer | Pennsylvania Capital Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Thomas Franks | Emmanuel Capital Management | Pittsurgh | CFA | Percentage of assets, Hourly |
| Thomas McGahan | Eamon Capital Management | Wexford | CFA | Percentage of assets, Hourly |
| Aaron Stolpen | Legacy Advisors | Plymouth Meeting | CFA | Percentage of assets, Hourly |
| Andrew Gans | Rockcliff Capital | Pittsburgh | CFP | Flat fee or retainer |
| Andrew Mickley | Lakeside Planning | Macungie | Not listed | Percentage of assets, Ongoing planning fee |
| Bob Goldberg | Blue Coast Financial Planning | Maple Glen | CFP, CPCU | Hourly, Fixed fees |
| Bob Winkelman | Westward Planning Group | Narberth | CFP | Hourly, Fixed fees |
| Christine Messmer | Christine Messmer PC | Collegeville | ATP, CFP, MS | Hourly, Fixed fees |
| Darin Koss | Tower Wealth Partners | Lewisburg | CFP | Percentage of assets, Hourly |
| David Niggel | Key Wealth Partners | Lititz | CFP, ChFC | Percentage of assets, Hourly |
| Eric Greenberg | ESG Wealth Advisors | Lansdale | Not listed | Flat fee or retainer, Percentage of assets |
| Jessica Goedtel | Pavilion Financial Planning | Allentown | CFP, EA | Percentage of assets, Hourly |
| Joseph Bucara | JCB Financial, Inc. | Collegeville | CFP | Percentage of assets, Hourly |
| Joshua Guevin | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| 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 |
| Matthew Welsh | Godshalk Welsh Capital Management | Radnor | CFP | Percentage of assets, Hourly |
| Meghan Tait | The New Wealth Project | West Chester | CFP | Percentage of assets, Hourly |
| Michael Joyce | CW Advisors | Bethlehem | CFA, CFP, MBA, CPA | Percentage of assets, Hourly |
| Nicholas Terezis | Marathon Strategic Advisors | Pittsburgh | CFA | Percentage of assets |
| Nikolas Madonis | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Robert Barth | Aventine Financial Group LLC | Doylestown | CFP, CPA | Percentage of assets, Hourly |
| Robert Teague | Markle Financial | Lancaster | Not listed | Percentage of assets, Hourly |
| Robin Kuleck | Kuleck Financial Planning | Emporium | CFP | Hourly |
| Samuel Markowitz | Breakwater Capital Group | Havertown | Not listed | Percentage of assets, Hourly |
| Thomas Aichele | Clear Capital Management | Doylestown | CFP | Percentage of assets, Hourly |
| Thomas Holt | Legacy Advisors | Plymouth Meeting | CFA | Percentage of assets, Hourly |
| Vanessa Zook | PSI Capital Management | Camp Hill | CFP, MBA, RICP | Percentage of assets, Hourly |
| William Hines | Emancipare Investment Advisors | Easton | Not listed | Flat fee or retainer, Hourly |
| Adam Glassman | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Alan Glassman | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Andrew Green | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Benjamin Atwater | Atwater Malick | Lancaster | Not listed | Percentage of assets, Hourly |
| Bernard Campbell | Etch Financial | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Brian Jankowski | River Wealth Advisors | Camp Hill | CFA | Percentage of assets, Hourly |
| Craig Sigeti | CES Investment Strategies | Lititz | Not listed | Percentage of assets |
| Dimitri Gnall | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Donald Gross, Jr. | Gross & Hartman Investments | Leola | Not listed | Hourly |
| Donald Slone | Etch Financial | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Edward Kriczky | Kriczky Wealth Management | Downingtown | Not listed | Percentage of assets, Hourly |
| Edward O'Gorman | River Wealth Advisors | Camp Hill | CFA | Percentage of assets, Hourly |
| Elizabeth Graham | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Jason Kleinschmidt | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Jeffrey Hartman | Gross & Hartman Investments | Leola | Not listed | Hourly |
| Jeffrey Widdup | Milinovich & Company | Waynesburg | Not listed | Ongoing planning fee |
| John Eisele | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| John Krolikowski | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |