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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
Patrick Greenhalgh Lansing Street Advisors Ambler Not listed Percentage of assets, Fixed fees
Patrick McGinnis Nordwand Capital Radnor Not listed Percentage of assets, Fixed fees
Paul Magovern Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Robert Miller Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Robert Wurster Legacy Advisors Plymouth Meeting Not listed Percentage of assets, Hourly
Ronald Bartosh Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Ryan Becker Legacy Advisors Plymouth Meeting Not listed Percentage of assets, Hourly
Ryan Crooks Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Sarah Lynch Prowell Financial Management Exton Not listed Percentage of assets, Fixed fees
Sean Huston Huston Fox, Financial Advisory Services Hanover ChFC Percentage of assets, Fixed fees
Sean Miller Blue Bell Private Wealth Management Blue Bell Not listed Percentage of assets, Hourly
Stephen Gaustad Galvin, Gaustad & Stein Sewickley Not listed Percentage of assets, Hourly
Stephen Topley Lansing Street Advisors Ambler Not listed Percentage of assets, Fixed fees
Susan Arnold Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Victor Haghani Elm Wealth Philadelphia Not listed Percentage of assets
William Kreicker Chadds Ford Wealth Partners Chadds Ford CFA Flat fee or retainer, Hourly
William Messner Bill Messner Contrarian Investment Advisory New Castle Not listed Hourly, Ongoing planning fee
Andrew Albano Mariner Financial Group Newtown Not listed Percentage of assets, Fixed fees
Apostolos Paul Lountzis Lountzis Asset Management Wyomissing Not listed Percentage of assets
Ben Engel Modesto Capital Elkins Park Not listed Percentage of assets, Hourly
Bruce Hunt Rose Valley Asset Management Media Not listed Percentage of assets, Hourly
Catherine Kapusta Kapusta Financial Group Pittsburgh Not listed Percentage of assets, Hourly
Christopher Jackson truNorth™ Financial Services Chambersburg Not listed Percentage of assets, Hourly
Cindy Jones Covington Investment Advisors Ligonier Not listed Percentage of assets
Clayton Parrett Miller Investment Management West Conshohocken Not listed Percentage of assets, Fixed fees
Cody Terrion Atlas Financial Wynnewood Not listed Percentage of assets, Fixed fees
Colten McCutcheon Covington Investment Advisors Ligonier Not listed Percentage of assets
Curt Stauffer MCM Wealth Lancaster Not listed Percentage of assets, Hourly
Debra Hippensteel River Wealth Advisors Allentown Not listed Percentage of assets, Hourly
Dina Roan McClarren Financial Advisors State College Not listed Ongoing planning fee
Drew Keller Keller Financial Group Camp Hill Not listed Percentage of assets, Hourly
Dwayne Keller Keller Financial Group Camp Hill Not listed Percentage of assets, Hourly
Henry Miller Miller Investment Management West Conshohocken Not listed Percentage of assets, Fixed fees
Jacob Devlin Covington Investment Advisors Ligonier Not listed Percentage of assets
Jamie Roth Solyco Wealth Hanover Not listed Percentage of assets, Hourly
Jay Jajich River Wealth Advisors Camp Hill Not listed Percentage of assets, Hourly
Jeffrey Guindon Carriage Hill Investment Associates Lancaster Not listed Percentage of assets, Hourly
Jennifer Anderson McClarren Financial Advisors State College Not listed Ongoing planning fee
Jesse Robinson River Wealth Advisors Camp Hill Not listed Percentage of assets, Hourly
Joseph Pflueger Pflueger Wealth Churchville Not listed Percentage of assets, Hourly
Judith Savchak River Wealth Advisors Allentown Not listed Percentage of assets, Hourly
Kristin Ramsay truNorth™ Financial Services Chambersburg Not listed Percentage of assets, Hourly
Kyle Zentner McClarren Financial Advisors State College Not listed Ongoing planning fee
Marc Turner Renaissance Advisory Group Bryn Mawr Not listed Percentage of assets
Mark Loomis River Wealth Advisors Camp Hill Not listed Percentage of assets, Hourly
Nezamkhon Khodjaev Keystone Bitcoin Pittsburgh Not listed Percentage of assets
Nick Allen Covington Investment Advisors Ligonier Not listed Percentage of assets
Noah Eshenaur truNorth™ Financial Services Chambersburg Not listed Percentage of assets, Hourly
Patrick Clark Neshaminy Creek Advisors Bensalem Not listed Percentage of assets, Hourly
Patrick Wallace Covington Investment Advisors Ligonier Not listed Percentage of assets

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania