Virtual financial advisors in Pennsylvania
How do I find fee-only advisors who work with clients virtually in Pennsylvania?
In Pennsylvania, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Brandon Seibel of Oasis Wealth Planning Advisors, LLC, Bob Wolfe of HealthyFP 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.
- Brandon Seibel Oasis Wealth Planning Advisors, LLC, Philadelphia Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Bob Wolfe HealthyFP, Conshohocken Holds the CFP and EA. Fees on file: percentage of assets, 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.
- Jonathan Dane Defiant Capital Group, Warrendale Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Jaco Jordaan Riverchase Wealth Management, Upper St. Clair Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Dominic Corabi Wedmont Private Capital, West Chester Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 46
- Firms
- 35
- Cities
- 28
- Hold the CFP
- 57%
- Other credentials: CFA 13% · CPA 4% · EA 2%
- How they charge (of 46 with fees on file): percentage of assets 76% · fixed fees 35% · ongoing planning fee 28% · flat fee or retainer 26%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
How many fee-only advisors who work with clients virtually in Pennsylvania are there?
The Wellspent public graph lists 46 fee-only advisors who work with clients virtually in Pennsylvania, at 35 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who work with clients virtually in Pennsylvania located?
Of the 46 fee-only advisors who work with clients virtually in Pennsylvania, 7 are in Pittsburgh, followed by 6 in Media and 5 in Philadelphia.
How do fee-only advisors who work with clients virtually in Pennsylvania charge?
The most common fee among fee-only advisors who work with clients virtually in Pennsylvania is a percentage of assets, used by 76% of the 46 with fees on file. Many use more than one: 35% charge fixed fees and 28% charge an ongoing planning fee.
How many fee-only advisors who work with clients virtually in Pennsylvania hold the CFP?
57% of the 46 fee-only advisors who work with clients virtually 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 work with clients virtually?
We count an advisor here when their firm's website says they work with clients virtually.
What should I ask fee-only advisors who work with clients virtually in Pennsylvania?
Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person?
How current is this list of fee-only advisors who work with clients virtually 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 46 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| Stephen Way | Setarcos Wealth Advisors LLC | Philadelphia | CFP | Percentage of assets, Fixed fees |
| 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 |
| Lew Christman | Christman Fiancial Advisors LLC | Macungie | CFP | Percentage of assets, Ongoing planning fee |
| David Hunter | First Light Wealth, LLC | Hershey | CFP | Percentage of assets, Hourly |
| Stephen McDade | Foundation Wealth Management, LLC | Media | CFP, CPA, ChFC, MSFS | Flat fee or retainer, 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 |
| Robert Stromberg | Mountain River Financial, LLC | Jenkintown | CFP | Fixed fees |
| Jonathan Kiehl | Evenkiehl, LLC | Lancaster | CFP, MBA | Percentage of assets, Fixed fees |
| Jaco Jordaan | Riverchase Wealth Management | Upper St. Clair | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Keith McGowan | American Advisors, LLC | Langhorne | CFP, MBA | Percentage of assets, Hourly |
| Bill Aquila | Waypoint Financial | Dublin | CFP | Percentage of assets, Ongoing planning fee |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| Timothy Macarak | Members' Wealth | Media | CFP | Percentage of assets, Fixed fees |
| Jonathan Dane | Defiant Capital Group | Warrendale | CFP, CFA | Percentage of assets, Fixed fees |
| Patrick Graver | Center Stage Planning | Greeley | CFP | Percentage of assets, One-time planning fee |
| Carl Emerick | Emerick Financial Planning | Pittsburgh | CFP | Hourly |
| Dane Czaplicki | Members' Wealth | Media | CFA | Percentage of assets, Fixed fees |
| Richard Lawrence | Lawrence Wealth Management | West Conshohocken | CFA | Percentage of assets |
| Stuart Strasner | Defiant Capital Group | Warrendale | CFA | Percentage of assets, Fixed fees |
| Isaac Martin | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Steven Sivak | Innovate Wealth | Scottdale | CFP | Percentage of assets, Hourly |
| Stuart Caplan | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Timothy Thomas | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Charles Davis | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Christina Simmonds | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Dante Sienko | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Eric Forsythe | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Robert Hapanowicz | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Robert Hapanowicz | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Daniel Stuckey | Geometric Advisors | Merion Station | Not listed | Percentage of assets |
| William Hines | Emancipare Investment Advisors | Easton | Not listed | Flat fee or retainer, Hourly |
| Andrew White | Latham Financial | Ivyland | Not listed | Percentage of assets |
| Craig Sigeti | CES Investment Strategies | Lititz | Not listed | Percentage of assets |
| Richard Luchini | Luchini Financial | Altoona | Not listed | Percentage of assets, Fixed fees |
| Carl Kielbasa | Phoenix Rising Wealth Management | State College | Not listed | Percentage of assets, Hourly |
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