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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
Tressia Marino Boden Wealth Lemoyne Not listed Percentage of assets, Hourly
William Bromley Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
Zachary Hamm-Phipps Aurdan Capital Management Wayne CFA Percentage of assets, Fixed fees
Adam Szymanski Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Andrew Sencindiver Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Brandon Labbe Elm Wealth Philadelphia Not listed Percentage of assets
Brent Chavez Aequitas Equitas Wealth Management Riegelsville Not listed Percentage of assets, Hourly
Carl Kielbasa Phoenix Rising Wealth Management State College Not listed Percentage of assets, Hourly
Carl Rowits CWR Capital Management Lancaster Not listed Ongoing planning fee, One-time planning fee
Christopher Boyle Nordwand Capital Radnor Not listed Percentage of assets, Fixed fees
Cole Hofmann Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Connor Martin Nordwand Capital Radnor Not listed Percentage of assets, Fixed fees
Cory Falade WealthMore Philadelphia Not listed Ongoing planning fee
Derek Varner Avail Investment Partners Lemont CFA Percentage of assets, Hourly
Earl Miller Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Emily Weimer Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Emily Wheeler Attleboro Wealth Management Yardley Not listed Percentage of assets, Fixed fees
Eric Pirhalla True Horizon Wealth Advisors Malvern Not listed Percentage of assets, Hourly
Francisco Agrest Elm Wealth Philadelphia Not listed Percentage of assets
Frank Muscara Goshen Capital West Chester Not listed Percentage of assets, Hourly
Gerald Kane Nordwand Capital Radnor Not listed Percentage of assets, Fixed fees
Henry Beukema Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Henry Kincaid Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
J Miller Blue Bell Private Wealth Management Blue Bell Not listed Percentage of assets, Hourly
Jacob Dentler Dentler Capital New Cumberland Not listed Percentage of assets, Hourly
James Martin Nordwand Capital Radnor Not listed Percentage of assets, Fixed fees
James White Elm Wealth Philadelphia Not listed Percentage of assets
Jeffrey Todd Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Jerry Bell Elm Wealth Philadelphia Not listed Percentage of assets
Jessica Chominski Aquinas Wealth Advisors West Chester Not listed Percentage of assets
Jimil Wilson Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
John Gormley Goshen Capital West Chester Not listed Percentage of assets, Hourly
John Jim Beacon Bridge Wealth Partners Lower Gwynedd ChFC Percentage of assets, Fixed fees
Jon Sobotkin Blue Bell Private Wealth Management Blue Bell Not listed Percentage of assets, Hourly
Jonathan Miller Blue Bell Private Wealth Management Blue Bell Not listed Percentage of assets, Hourly
Joshua Barnes Legacy Advisors Plymouth Meeting Not listed Percentage of assets, Hourly
Justin Capetola Blue Bell Private Wealth Management Blue Bell Not listed Percentage of assets, Hourly
Kelly Hansen Legacy Advisors Plymouth Meeting Not listed Percentage of assets, Hourly
Kevin Matthews WealthMore Philadelphia Not listed Ongoing planning fee
Kimberli Marino Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Lori Hartman Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Lucas Zaba GoalQuest Advisors Berwyn Not listed Percentage of assets, Hourly
Mark Prowell Prowell Financial Management Exton Not listed Percentage of assets, Fixed fees
Martin Federici MF Advisers Dallas Not listed Percentage of assets, Hourly
Martin Wildy Avail Investment Partners Lemont CFA Percentage of assets, Hourly
Matthew Fenedick MF Advisers Dallas Not listed Percentage of assets, Hourly
Matthew Topley Lansing Street Advisors Ambler Not listed Percentage of assets, Fixed fees
Megan Keenan Lansing Street Advisors Yardley Not listed Percentage of assets, Fixed fees
Michael Fothergill Elm Wealth Philadelphia Not listed Percentage of assets
Nolan Lenaghan Elm Wealth Philadelphia Not listed Percentage of assets

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania