# One-time financial plans in Pennsylvania > In Pennsylvania, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Brandon Seibel of Oasis Wealth Planning Advisors, LLC, Sean Dwyer of Overture Wealth Management LLC and Mark Atherton of Apella Wealth. Page: https://find.wellspent.co/by/one-time-financial-plan/pennsylvania/ 41 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who offer one-time plans in Pennsylvania? In Pennsylvania, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Brandon Seibel of Oasis Wealth Planning Advisors, LLC, Sean Dwyer of Overture Wealth Management LLC and Mark Atherton of Apella Wealth. ## How many fee-only advisors who offer one-time plans in Pennsylvania are there? The Wellspent public graph lists 41 fee-only advisors who offer one-time plans in Pennsylvania, at 37 firms. We counted every advisor record that fits, as of November 2026. ## Where are fee-only advisors who offer one-time plans in Pennsylvania located? Of the 41 fee-only advisors who offer one-time plans in Pennsylvania, 5 are in Philadelphia, followed by 4 in West Chester and 4 in Berwyn. ## How do fee-only advisors who offer one-time plans in Pennsylvania charge? All 41 fee-only advisors who offer one-time plans in Pennsylvania with fees on file charge a one-time planning fee. Many use more than one: 56% charge a percentage of assets and 44% charge by the hour. ## How many fee-only advisors who offer one-time plans in Pennsylvania hold the CFP? 68% of the 41 fee-only advisors who offer one-time plans 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 offer one-time plans? We count an advisor here when their listing shows a one-time planning fee. ## What should I ask fee-only advisors who offer one-time plans in Pennsylvania? What will I have in hand when we finish? How many meetings does the price include? Can I come back for an update, and what does that cost? Will you tell me exactly which accounts and funds to use? ## How current is this list of fee-only advisors who offer one-time plans 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Megan Kiesel](https://find.wellspent.co/advisors/megan-kiesel.md) | Livelihood LLC | Philadelphia, Pennsylvania | CFP | One-time planning fee, Hourly | | [Dave Rowan](https://find.wellspent.co/advisors/dave-rowan.md) | Rowan Financial LLC | Bethlehem, Pennsylvania | CFP, MBA | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Michael Rausch](https://find.wellspent.co/advisors/michael-rausch.md) | North River Wealth Advisors | Pittsburgh, Pennsylvania | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee | | [Bob Wolfe](https://find.wellspent.co/advisors/bob-wolfe.md) | HealthyFP | Conshohocken, Pennsylvania | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Brandon Seibel](https://find.wellspent.co/advisors/brandon-seibel.md) | Oasis Wealth Planning Advisors, LLC | Philadelphia, Pennsylvania | CFP, CPA, JD, LLM, CFA, CKA, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Sean Dwyer](https://find.wellspent.co/advisors/sean-dwyer.md) | Overture Wealth Management LLC | Conshohocken, Pennsylvania | CFP, CFA, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Steve Engle](https://find.wellspent.co/advisors/steve-engle.md) | Asbury Capital | Glen Mills, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Tom Poltersdorf Jr](https://find.wellspent.co/advisors/tom-poltersdorf-jr.md) | GT Wealth | Lebanon, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Carey Morgan](https://find.wellspent.co/advisors/carey-morgan.md) | Livelihood LLC | Philadelphia, Pennsylvania | CFP, ChFC | Flat fee or retainer, Hourly, One-time planning fee | | [Chelsea Ransom-Cooper](https://find.wellspent.co/advisors/chelsea-ransom-cooper.md) | Zenith Wealth Partners | Philadelphia, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Huyen Nguyen](https://find.wellspent.co/advisors/huyen-nguyen.md) | Inclusive Wealth Financial Planning LLC | Mechanicsburg, Pennsylvania | CFP | Flat fee or retainer, One-time planning fee, Hourly, Percentage of assets | | [Jeffrey Mastronardo](https://find.wellspent.co/advisors/jeffrey-mastronardo.md) | Financial Coach Group | West Chester, Pennsylvania | CFP | One-time planning fee, Ongoing planning fee | | [Lew Christman](https://find.wellspent.co/advisors/lew-christman.md) | Christman Fiancial Advisors LLC | Macungie, Pennsylvania | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Logan Murray](https://find.wellspent.co/advisors/logan-murray.md) | Pocket Project LLC | Philadelphia, Pennsylvania | CFP, EA, RICP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Matthew Ramos](https://find.wellspent.co/advisors/matthew-ramos.md) | Mpower Wealth Management, LLC | Drexel Hill, Pennsylvania | CFP, MBA | Percentage of assets, Hourly, One-time planning fee | | [Robert Falcon](https://find.wellspent.co/advisors/robert-falcon.md) | Falcon Wealth Managers LLC | Concordville, Pennsylvania | BS, CFP, CPA, CPA/PFS, MBA, PFS | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Ryan Moran](https://find.wellspent.co/advisors/ryan-moran.md) | Locus Wealth Management | West Chester, Pennsylvania | CFP | Percentage of assets, One-time planning fee | | [Scott Bown](https://find.wellspent.co/advisors/scott-bown.md) | AdviceOnly | Bethel Park, Pennsylvania | CFP, MBA | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Ben Schmid](https://find.wellspent.co/advisors/ben-schmid.md) | Ketwich Capital LLC | Malvern, Pennsylvania | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Christopher Perry](https://find.wellspent.co/advisors/christopher-perry.md) | CJ Perry Financial | Berwyn, Pennsylvania | CFA, CFP, MBA, RICP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Grady Moshay](https://find.wellspent.co/advisors/grady-moshay.md) | Emancipare Investment Advisors | Easton, Pennsylvania | MBA, AFC | One-time planning fee, Hourly | | [Caleb Bogia-Curles](https://find.wellspent.co/advisors/caleb-bogia-curles.md) | Focused Founders Wealth Planning | MOUNT JOY, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly | | [Mark Atherton](https://find.wellspent.co/advisors/mark-atherton.md) | Apella Wealth | Berwyn, Pennsylvania | CFP, JD, MBA, EA, AIF, CASL, CFA, ChFC, ADPA, CRPC | One-time planning fee | | [Timothy Caban](https://find.wellspent.co/advisors/timothy-caban.md) | Copper Beech Advisors, LLC | Malvern, Pennsylvania | CFP, EA | Ongoing planning fee, One-time planning fee | | [Brennan Zizzi](https://find.wellspent.co/advisors/brennan-zizzi.md) | Zizzi Investments, LLC | Mechanicsburg, Pennsylvania | CFP | Ongoing planning fee, One-time planning fee | | [Kahlilah Dowe](https://find.wellspent.co/advisors/kahlilah-dowe.md) | TrueWealth Solutions | Radnor, Pennsylvania | CFP | Flat fee or retainer, One-time planning fee | | [Patrick Graver](https://find.wellspent.co/advisors/patrick-graver.md) | Center Stage Planning | Greeley, Pennsylvania | CFP | Percentage of assets, One-time planning fee | | [Ryan Canfield](https://find.wellspent.co/advisors/ryan-canfield.md) | Victus Wealth Management | Enola, Pennsylvania | | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription | | [Thomas Hendrix](https://find.wellspent.co/advisors/thomas-hendrix.md) | Hendrix Financial Planning | Carlisle, Pennsylvania | | One-time planning fee, Hourly | | [Alexi Gilmore-Manookian](https://find.wellspent.co/advisors/alexi-gilmore-manookian.md) | Stash Wealth | Hawley, Pennsylvania | CFP | Percentage of assets, One-time planning fee | | [Erik Evans](https://find.wellspent.co/advisors/erik-evans.md) | GoalQuest Advisors | Berwyn, Pennsylvania | CFP | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Noah Rankin](https://find.wellspent.co/advisors/noah-rankin.md) | Green Leaf Advisors | New Bethlehem, Pennsylvania | | Percentage of assets, One-time planning fee | | [Jake Murphy](https://find.wellspent.co/advisors/jake-murphy.md) | TrueClarity Wealth | Wayne, Pennsylvania | | One-time planning fee, Subscription | | [Jason Abruzere](https://find.wellspent.co/advisors/jason-abruzere.md) | Weyhill Investment Counsel | Bethlehem, Pennsylvania | | Hourly, One-time planning fee | | [Thomas Franks](https://find.wellspent.co/advisors/thomas-franks.md) | Emmanuel Capital Management | Pittsurgh, Pennsylvania | CFA | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee | | [William Hines](https://find.wellspent.co/advisors/william-hines.md) | Emancipare Investment Advisors | Easton, Pennsylvania | | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Carl Rowits](https://find.wellspent.co/advisors/carl-rowits.md) | CWR Capital Management | Lancaster, Pennsylvania | | Ongoing planning fee, One-time planning fee | | [Frank Muscara](https://find.wellspent.co/advisors/frank-muscara.md) | Goshen Capital | West Chester, Pennsylvania | | Percentage of assets, Hourly, One-time planning fee | | [John Gormley](https://find.wellspent.co/advisors/john-gormley.md) | Goshen Capital | West Chester, Pennsylvania | | Percentage of assets, Hourly, One-time planning fee | | [Lucas Zaba](https://find.wellspent.co/advisors/lucas-zaba.md) | GoalQuest Advisors | Berwyn, Pennsylvania | | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [William Kreicker](https://find.wellspent.co/advisors/william-kreicker.md) | Chadds Ford Wealth Partners | Chadds Ford, Pennsylvania | CFA | Flat fee or retainer, Hourly, One-time planning fee | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).