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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
Aaron Dessen Payne Capital Management Blue Bell CFP Percentage of assets, Hourly
Aaron Sherman Odyssey Group Wealth Advisors Lancaster CFP Percentage of assets
Ada Lubanski Blbb Advisors Montgomeryville CFP Percentage of assets, Fixed fees
Alexandra Cameron Petredis Investment Advisors Warrendale CFP Percentage of assets, Hourly
Allen Osgood Financial Freedom Malvern CFP Percentage of assets, Hourly
Alvin Clay Alvin Clay Financial Advisors Jenkintown CFP, PFS Percentage of assets, Fixed fees
Amy Abromaitis Carnegie Wealth Management Berwyn CFP Percentage of assets, Fixed fees
Amy Hamasaki Equita Financial Network Fort Washington CFP Percentage of assets, Hourly
Andrew Pellegrino Plum Street Advisors Pitttsburgh CFP Percentage of assets
Andrew Pursel Matune Basile Advisors Hermitage CFP, ChFC Percentage of assets, Hourly
Andrew Schaffer Ellis Investment Partners Berwyn CFP Percentage of assets, Hourly
Andrew Tudor Zenith Wealth Partners Philadelphia CFP Percentage of assets, Hourly
Ann Ainsworth Mcfarland Associates Wyomissing CFP Percentage of assets, Hourly
Athena Mallios Petredis Investment Advisors Warrendale CFP Percentage of assets, Hourly
Audrey Libois TGS Financial Advisors Radnor CFP Percentage of assets, Fixed fees
Benjamin Ruttenberg EWA Pittsburgh CFP Percentage of assets, Fixed fees
Benjamin Smith Wealthcare Solutions Radnor CFP Percentage of assets, Hourly
Benjamin Writer Stewardship Advisors Mount Joy CFP Percentage of assets, Fixed fees
Bradley Garges Prepared Retirement Institute Montgomeryville CFP Percentage of assets, Hourly
Brandon Zahal Crossgate Wealth Advisors Newtown CFP Percentage of assets, Hourly
Bray Hansel Sterling Investment Advisors Berwyn CFP, ChFC Percentage of assets, Hourly
Brent Zacok RTD Financial Advisors Philadelphia CFP Percentage of assets, Fixed fees
Brian Gallagher Blbb Advisors Montgomeryville CFP Percentage of assets, Fixed fees
Brian Henrysen PW Nova Financial Services Newtown CFP Percentage of assets
Brian Wayne Lifeguide Financial Advisors Mount Joy CFP Percentage of assets, Hourly
Brien Lasse Lifeguide Financial Advisors Mechanicsburg CFP Percentage of assets, Hourly
Bryce Brennan PSI Capital Management Lancaster CFP Percentage of assets, Hourly
Christian Pascuzzo Odyssey Group Wealth Advisors Lancaster CFP Percentage of assets
Christopher Conti Aspire Wealth Architects Wexford CFP Percentage of assets
Christopher Crooks Tower Bridge Advisors West Conshohocken CFP, CFA Percentage of assets, Fixed fees
Christopher Johnson Johnson & White Wealth Management York CFP Percentage of assets, Hourly
Christopher Vassallo RTD Financial Advisors Philadelphia CFP Percentage of assets, Fixed fees
Colin Zizzi Zizzi Investments Mechanicsburg CFP Percentage of assets, Hourly
Collin Randall Randall & Associates Wealth Management Butler CFP, CFA Percentage of assets, Hourly
Craig Preisendefer Latitude Advisors Pittsburgh CFP Percentage of assets, Hourly
Cynthia De Sainte Maresville Smithbridge Asset Management Chadds Ford CFP Percentage of assets, Hourly
Daniel Cieniewicz Hyperion Financial Shillington CFP Percentage of assets, Fixed fees
Daniel Elser Ballast Financial Advisors West Chester CFP Percentage of assets, Hourly
Daniel McCusker Meridian Wealth Partners East Norriton CFP Percentage of assets, Fixed fees
Daniel McHugh Ballast Financial Advisors West Chester CFP Percentage of assets, Hourly
Daniel Shaifer Blbb Advisors Montgomeryville CFP Percentage of assets, Fixed fees
Darla Main Main Advisory Canonsburg CFP Percentage of assets, Fixed fees
David Coult Milestone Financial Associates Macungie CFP, ChFC Percentage of assets, Hourly
David Meschel Meschel Wealth Management Yardley CFP Percentage of assets, Hourly
Derek Lemke Ellis Investment Partners Berwyn CFP Percentage of assets, Hourly
Derek Mosley Lifeguide Financial Advisors Mechanicsburg CFP Percentage of assets, Hourly
Devin Faddoul Atmos Advisory Pittsburgh CFP Percentage of assets
Donald Bird Bird Financial Group Philadelphia CFP Percentage of assets, Hourly
Eduard Zolotarev Brooklyn FI Philadelphia CFP Percentage of assets, Hourly
Edward Aufman Aufman Associates Sewickley CFP Percentage of assets, Fixed fees

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania