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United States

Fee-only advisors in Pennsylvania

Fee-only advisors in Pittsburgh, Philadelphia and Lancaster, plus 169 other cities.

What fee-only financial advisors charge in Pennsylvania

By the numbers

The Wellspent public graph lists 1,144 fee-only financial advisors serving Pennsylvania at 451 firms, most in Pittsburgh, Philadelphia and Lancaster. 41% hold the CFP certification. Of the 1142 with fees on file, 93% charge percentage of assets.

Advisors listed
1,144
Firms
451
Cities
173
Hold the CFP
41%
  • Other credentials: CFA 11% · CPA 1% · EA 1%
  • How they charge (of 1142 with fees on file): percentage of assets 93% · fixed fees 69% · hourly 47% · ongoing planning fee 5%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Pennsylvania (1,144)

Fee-only advisors serving Pennsylvania: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
Alan Rhode Modern Wealth Blue Bell CFP, RLP, CPWA Percentage of assets
Bobby Cremins Metanoia Financial Philadelphia CFP, CFA Percentage of assets, Ongoing planning fee
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
Michael Rausch North River Wealth Advisors Pittsburgh ASA, CFA, CFP, MBA Percentage of assets, One-time planning fee
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
Ryan Langan Your Path Fi, LLC West Chester CFP Flat fee or retainer, Ongoing planning fee
Sean Dwyer Overture Wealth Management LLC Conshohocken CFP, CFA, EA Flat fee or retainer, Ongoing planning fee
Stephen Way Setarcos Wealth Advisors LLC Philadelphia CFP Percentage of assets, Fixed fees
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
Bradley Clark Clark Asset Management, LLC Radnor CFP, MBA, RICP Flat fee or retainer, Ongoing planning fee
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
Ian Wild All-Pro Advisors LLC Gibsonia CFP Percentage of assets
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 Hartman Hyperion Financial, LLC Shillington CFP, RICP Ongoing planning fee
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
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
Stephen McDade Foundation Wealth Management, LLC Media CFP, CPA, ChFC, MSFS Flat fee or retainer, Ongoing planning fee
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
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
Eric Presogna One-Up Financial Erie CFP, CPA Percentage of assets, Fixed fees
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
James Hemphill TGS Financial Advisors Radnor CASL, CFP, ChFC, CIMA Percentage of assets, Fixed fees
Jason McWilliams JRM Tax & Wealth Management, LLC Chester Heights CFP, CPA Percentage of assets, Hourly
Kent Addis Addis & Hill, Inc. Wayne BS Percentage of assets, Ongoing planning fee
Matt Williams, CFP®, RICP®, CExP®, Aep® Impact Advisors Group LLC Warrington CFP, RICP Percentage of assets, Ongoing planning fee
R Brian Werner Winthrop Partners Doylestown CFA, CFP Percentage of assets
Robert Stromberg Mountain River Financial, LLC Jenkintown CFP Fixed fees
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

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania