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Wellspent public graph/Locations/United States/Pennsylvania
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
Joslyn Ewart Entrust Financial Wayne CFP Percentage of assets, Hourly
Kathleen Burke Equita Financial Network Fort Washington CFP Percentage of assets, Hourly
Kathleen Skowronek Integrated Planning & Wealth Management Pittsburgh CFP Percentage of assets, Fixed fees
Keith Traynor Traynor Capital Management Malvern CFP Percentage of assets
Kelly Reddy-Heffner 80 West Asset Management Pittsburgh CFP Percentage of assets, Hourly
Kevin Janiec Financial Coach West Chester CFP Percentage of assets, Hourly
Kevin Lake Common Cents Planning Glen Mills CFP Percentage of assets, Hourly
Kevin Siebert Atmos Advisory Pittsburgh CFP Percentage of assets
Kimberlee Spencer Equita Financial Network Fort Washington CFP Percentage of assets, Hourly
Kimberly Schneider Oars Capital Dillsburg CFP Percentage of assets, Fixed fees
Kurt Ebner EHB Financial Resources Managemnt Exton CFP, CFA Percentage of assets
Levi Greenly Lifeguide Financial Advisors Mechanicsburg CFP, CFA Percentage of assets, Hourly
Lillia Smith RTD Financial Advisors Philadelphia CFP Percentage of assets, Fixed fees
Lisa Broome Blbb Advisors Montgomeryville CFP Percentage of assets, Fixed fees
Logan Kready Stewardship Advisors Mount Joy CFP Percentage of assets, Fixed fees
Louis Tzamalas Virtual Tax Planners Wyoming CFP Percentage of assets, Hourly
Lyle Hershey Master's Wealth Management Leola CFP Percentage of assets, Fixed fees
Man-Hyung Hahn RTD Financial Advisors Philadelphia CFP Percentage of assets, Fixed fees
Marc Labadie RTD Financial Advisors Philadelphia CFP Percentage of assets, Fixed fees
Mark Brinser Stewardship Advisors Mount Joy CFP Percentage of assets, Fixed fees
Mark May Ballast Financial Advisors West Chester CFP Percentage of assets, Hourly
Mark Strey Neptune Wealth Pittsburgh CFP Percentage of assets, Hourly
Mark Vandenburg Prepared Retirement Institute Montgomeryville CFP Percentage of assets, Hourly
Marvin Barron TGS Financial Advisors Radnor CFP Percentage of assets, Fixed fees
Matthew Blocki EWA Pittsburgh CFP Percentage of assets, Fixed fees
Matthew Ellis Common Cents Planning Glen Mills CFP Percentage of assets, Hourly
Matthew Mehring Blbb Advisors Montgomeryville CFP, CFA Percentage of assets, Fixed fees
Maureen Donahue Yardley Wealth Management Yardley CFP Percentage of assets, Fixed fees
Maxine Shevlin RTD Financial Advisors Philadelphia CFP Percentage of assets, Fixed fees
McKenzie Frankel Entrust Financial Wayne CFP Percentage of assets, Hourly
Melissa Wissler Master's Wealth Management Leola CFP Percentage of assets, Fixed fees
Michael Geraghty Blbb Advisors Montgomeryville CFP, CFA Percentage of assets, Fixed fees
Michael Ginder Lifeguide Financial Advisors Mechanicsburg CFP Percentage of assets, Hourly
Michael Hartman Hyperion Financial Shillington CFP Percentage of assets, Fixed fees
Michael Henzes Open Wealth Network Pottstown CFP Percentage of assets, Hourly
Michael Levy Clark Asset Management Broomall CFP Fixed fees
Michael Smith PW Nova Financial Services Newtown CFP Percentage of assets
Mildred Louise Santos Common Cents Planning Glen Mills CFP Percentage of assets, Hourly
Mitchell Metz RTD Financial Advisors Philadelphia CFP Percentage of assets, Fixed fees
Molly Baker RTD Financial Advisors Philadelphia CFP Percentage of assets, Fixed fees
Morgan Zafonte Jmac Enterprises Newtown CFP Percentage of assets, Fixed fees
Nicholas Bucci Blbb Advisors Montgomeryville CFP Percentage of assets, Fixed fees
Nicklaus Stonesifer EWA Pittsburgh CFP, ChFC Percentage of assets, Fixed fees
Nickolaus von Dohlen Crossgate Wealth Advisors Newtown CFP Percentage of assets, Hourly
Nicolette Seilus Continuum Advisory Philadelphia CFP Percentage of assets, Hourly
Owen Brown Foundation Wealth Management Media CFP Percentage of assets, Fixed fees
Owen Mulhern Financial Coach West Chester CFP Percentage of assets, Hourly
Patricia McHugh Barnstone Advisors Phoenixville CFP Percentage of assets, Hourly
Patrick Kelly Aries Financial Navigators Lititz CFP Percentage of assets, Hourly
Paul Juliano Milestone Financial Associates Macungie CFP Percentage of assets, Hourly

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania