One-time financial plans in Pennsylvania
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.
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.
- Sean Dwyer Overture Wealth Management LLC, Conshohocken Holds the CFP, CFA and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Mark Atherton Apella Wealth, Berwyn Holds the CFP, CFA and EA. Fees on file: one-time planning fee.
- Timothy Caban Copper Beech Advisors, LLC, Malvern Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
- Michael Rausch North River Wealth Advisors, Pittsburgh Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Christopher Perry CJ Perry Financial, Berwyn Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
By the numbers
- Advisors listed
- 41
- Firms
- 37
- Cities
- 26
- Hold the CFP
- 68%
- Other credentials: CFA 17% · CPA 5% · EA 12%
- How they charge (of 41 with fees on file): one-time planning fee 100% · percentage of assets 56% · hourly 44% · flat fee or retainer 44%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
One-time financial plans by state
Questions about one-time financial plans
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.
All 41 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 |
| Michael Rausch | North River Wealth Advisors | Pittsburgh | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| 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 |
| Sean Dwyer | Overture Wealth Management LLC | Conshohocken | CFP, CFA, EA | Flat fee or retainer, Ongoing planning fee |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Mark Atherton | Apella Wealth | Berwyn | CFP, JD, MBA, EA | One-time planning fee |
| Timothy Caban | Copper Beech Advisors, LLC | Malvern | CFP, EA | Ongoing planning fee, One-time planning fee |
| Brennan Zizzi | Zizzi Investments, LLC | Mechanicsburg | CFP | Ongoing planning fee, One-time planning fee |
| Kahlilah Dowe | TrueWealth Solutions | Radnor | CFP | Flat fee or retainer, One-time planning fee |
| Patrick Graver | Center Stage Planning | Greeley | CFP | Percentage of assets, One-time planning fee |
| Ryan Canfield Helping Millennials simplify their life so they can continue to experience life today, while also saving for the future. | Victus Wealth Management | Enola | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Hendrix Comprehensive planning for DIY investors who want a partner, not a money manager, on the path to financial independence. | Hendrix Financial Planning | Carlisle | Not listed | One-time planning fee, Hourly |
| Alexi Gilmore-Manookian | Stash Wealth | Hawley | CFP | Percentage of assets, One-time planning fee |
| Erik Evans | GoalQuest Advisors | Berwyn | CFP | Percentage of assets, Hourly |
| Noah Rankin | Green Leaf Advisors | New Bethlehem | Not listed | Percentage of assets, One-time planning fee |
| Jake Murphy Helping busy med professionals reduce taxes and pay off debt faster without burning out. | TrueClarity Wealth | Wayne | Not listed | One-time planning fee, Subscription |
| Jason Abruzere | Weyhill Investment Counsel | Bethlehem | Not listed | Hourly, One-time planning fee |
| Thomas Franks | Emmanuel Capital Management | Pittsurgh | CFA | Percentage of assets, Hourly |
| William Hines | Emancipare Investment Advisors | Easton | Not listed | Flat fee or retainer, Hourly |
| Carl Rowits | CWR Capital Management | Lancaster | Not listed | Ongoing planning fee, One-time planning fee |
| Frank Muscara | Goshen Capital | West Chester | Not listed | Percentage of assets, Hourly |
| John Gormley | Goshen Capital | West Chester | Not listed | Percentage of assets, Hourly |
| Lucas Zaba | GoalQuest Advisors | Berwyn | Not listed | Percentage of assets, Hourly |
| William Kreicker | Chadds Ford Wealth Partners | Chadds Ford | CFA | Flat fee or retainer, Hourly |
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