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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
Rachel Lewis Values Added Mechanicsburg Not listed Percentage of assets, Hourly
Rachel Stam River Wealth Advisors Camp Hill Not listed Percentage of assets, Hourly
Rafael Yurk Asset One Bridgeville Not listed Percentage of assets
Ralph Manna River Wealth Advisors Camp Hill Not listed Percentage of assets, Hourly
Steven Maher Cool Creek Financial Lancaster Not listed Percentage of assets, Hourly
Steven Thompson Avantra Family Wealth Mechanicsburg Not listed Percentage of assets, Hourly
Timothy Letter Miller Investment Management West Conshohocken Not listed Percentage of assets, Fixed fees
Timothy Powers Powers Capital Management Conshohocken Not listed Percentage of assets, Fixed fees
Timothy Whitmoyer Lountzis Asset Management Wyomissing Not listed Percentage of assets
Wade Hoffman Avantra Family Wealth Mechanicsburg Not listed Percentage of assets, Hourly
William Fenimore River Wealth Advisors Camp Hill Not listed Percentage of assets, Hourly
Zachary Lountzis Lountzis Asset Management Wyomissing Not listed Percentage of assets
Arielle Buitenhuys Avail Investment Partners Lemont Not listed Percentage of assets, Hourly
Benjamin Liscum Tower Wealth Partners Lewisburg Not listed Percentage of assets, Hourly
Brendan Moleski Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Brett Greenfield Avail Investment Partners Lemont Not listed Percentage of assets, Hourly
Bruce Kardon Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Caitlin Escoffery Beacon Bridge Wealth Partners Lower Gwynedd Not listed Percentage of assets, Fixed fees
Calvin Rose Clear Capital Management Doylestown Not listed Percentage of assets, Hourly
Christina Copeland Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Christopher Campanella Keystone Investment Advisors Wexford Not listed Percentage of assets, Hourly
David Lorine Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Edward Cwalina Horse Cove Partners Center Valley Not listed Percentage of assets, Fixed fees
Eric Carlson Sewickley Financial Sewickley Not listed Percentage of assets, Hourly
Eric Rosenfeld Clear Capital Management Doylestown Not listed Percentage of assets, Hourly
Gavin King Northstar Financial Companies Conshohocken Not listed Percentage of assets, Hourly
Geoffrey Caber Avail Investment Partners Lemont Not listed Percentage of assets, Hourly
Glenn Williams Northstar Financial Companies Conshohocken Not listed Percentage of assets, Hourly
Gregory Burd Keystone Investment Advisors Wexford Not listed Percentage of assets, Hourly
Haley Koss Tower Wealth Partners Lewisburg Not listed Percentage of assets, Hourly
James Schmidt Beacon Bridge Wealth Partners Lower Gwynedd Not listed Percentage of assets, Fixed fees
Jared Kohl Tower Wealth Partners Lewisburg Not listed Percentage of assets, Hourly
Jeffrey Wesnofske Clear Capital Management Doylestown Not listed Percentage of assets, Hourly
Joshua Grimes-Avery Northstar Financial Companies Conshohocken Not listed Percentage of assets, Hourly
Julia Randall Northstar Financial Companies Conshohocken Not listed Percentage of assets, Hourly
Katie Kearns Independence Asset Advisors Wynnewood Not listed Percentage of assets
Kristin Sindoni Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Lacy Redwine Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Linda Bowen Bowen Asset Management West Chester Not listed Percentage of assets, Hourly
Matthew Krupp Retirement Collaborative Harrisburg Not listed Percentage of assets, Hourly
Meredith Henderson Avail Investment Partners Lemont Not listed Percentage of assets, Hourly
Rebecca Renninger Independence Asset Advisors Wynnewood Not listed Percentage of assets
Roderick Hays Avail Investment Partners Lemont Not listed Percentage of assets, Hourly
Rosemarie Porter Direct Financial Care Scottdale Not listed Percentage of assets, Hourly
Ryan Fox Huston Fox, Financial Advisory Services Gettysburg Not listed Percentage of assets, Fixed fees
Stephen Hetrick Retirement Collaborative Harrisburg Not listed Percentage of assets, Hourly
Steven Girard Northstar Financial Companies Conshohocken Not listed Percentage of assets, Hourly
Thomas Tuskey Northstar Financial Companies Conshohocken Not listed Percentage of assets, Hourly
William Hall Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Zack Bowen Bowen Asset Management West Chester Not listed Percentage of assets, Hourly

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania