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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
Edward Aufman Aufman Associates Sewickley CFP Percentage of assets, Fixed fees
Eric Bleiler Northeast Advisers Paoli CFP Percentage of assets, Hourly
Eric Rohtla Passive Capital Management Huntingdon Valley CFP Percentage of assets
Eugene Root Templeton Financial Planning Coraopolis CFP Hourly, Fixed fees
Evan Shiley Sevenbridge Financial Group Harrisburg CFP Percentage of assets, Fixed fees
Evan Steinfeld Liftpoint Family Wealth Advisors Venetia CFP Percentage of assets, Fixed fees
Fahmin Fardous Zenith Wealth Partners Philadelphia CFP Percentage of assets, Hourly
Francis Hoey Hoey Investments Coatesville CFP Percentage of assets
Francis McCullough MC2 Financial Advisers Newtown Square CFP Percentage of assets, Fixed fees
Francis Schuler DWD Portfolio Solutions Pittsburgh CFP Percentage of assets, Hourly
Frank Fiumecaldo Aventine Financial Group Doylestown CFP Percentage of assets, Hourly
Garret Desjardins RTD Financial Advisors Philadelphia CFP Percentage of assets, Fixed fees
Gary Storie Storie Financial Advisory Canonsburg CFP Hourly
Gavin Maurer RTD Financial Advisors Philadelphia CFP Percentage of assets, Fixed fees
George Appel George J. Appel Harveys Lake CFP Hourly, Fixed fees
Gregory Dob Kitching Partners Conshohocken CFP Percentage of assets, Fixed fees
Gregory Martik Valley Brook Capital Group Venetia CFP Percentage of assets, Hourly
Holly Clarke Milestone Financial Associates Macungie CFP Percentage of assets, Hourly
Holly Whitmire Lifeguide Financial Advisors Mechanicsburg CFP Percentage of assets, Hourly
Jaclyn Cornelius Keyvantage Wealth Advisors Bethlehem CFP Percentage of assets, Hourly
Jaclynne Walsh Equita Financial Network Fort Washington CFP Percentage of assets, Hourly
James Adams Lighthouse Wealth Management Camp Hill CFP, CFA Percentage of assets, Hourly
James Bloomer Bloomer Financial Planning Doylestown CFP Percentage of assets, Hourly
James Garvin Seedsafe Financial South Park CFP Percentage of assets, Hourly
James Ortale Lifeguide Financial Advisors Mechanicsburg CFP Percentage of assets, Hourly
James Whalen Cypress Financial Planning Garnet Valley CFP Percentage of assets, Fixed fees
James White Great Oak Wealth Management Pottstown CFP Percentage of assets, Hourly
Jason Henninger MB, Levis & Associates Center Valley CFP Percentage of assets, Fixed fees
Javan Martin Martin, Javan VON Ephrata CFP Hourly, Fixed fees
Jeff Lanscek Milestone Financial Associates Macungie CFP, ChFC Percentage of assets, Hourly
Jeffrey Alderfer Bastion Fiduciary Chadds Ford CFP Percentage of assets, Hourly
Jeffrey Hegedus Milestone Financial Associates Macungie CFP Percentage of assets, Hourly
Jeffrey Weiand RTD Financial Advisors Philadelphia CFP Percentage of assets, Fixed fees
Jennifer Bravo Entrust Financial Wayne CFP Percentage of assets, Hourly
Jennifer Dazols Equita Financial Network Fort Washington CFP Percentage of assets, Hourly
Jeremy Brenn Sensenig Capital Advisors Collegeville CFP Percentage of assets, Hourly
Jesse Wideman Zenith Wealth Partners Philadelphia CFP Percentage of assets, Hourly
John Fattibene Harvest Financial Partners Paoli CFP Percentage of assets, Hourly
John Grib Northport Investment Management Radnor CFP, CFA Percentage of assets, Hourly
John Harris Mighty Oak Strong America Investment Company Mechanicsburg CFP Percentage of assets, Hourly
John Levis MB, Levis & Associates Center Valley CFP Percentage of assets, Fixed fees
John Matune Matune Basile Advisors Hermitage CFP Percentage of assets, Hourly
John Rea Crossgate Wealth Advisors Newtown CFP Percentage of assets, Hourly
Jonathan McSurdy Axiom Investment Solutions Doylestown CFP, ChFC Percentage of assets, Hourly
Jonathan Ritter Keyvantage Wealth Advisors Bethlehem CFP Percentage of assets, Hourly
Jonathan Smith Ellis Investment Partners Berwyn CFP Percentage of assets, Hourly
Jonathan Thompson Master's Wealth Management Leola CFP Percentage of assets, Fixed fees
Jordan Abell Johnson & White Wealth Management York CFP Percentage of assets, Hourly
Joseph Martinez Entrust Financial Wayne CFP Percentage of assets, Hourly
Joseph Wuenschell Wuenschell Financial Services Seven Fields CFP Percentage of assets, Hourly

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania