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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
Paul Kobilka Altruistic Advisor East Fallowfield CFP, ChFC Percentage of assets, Fixed fees
Paul Kopey Paul R. Kopey & Associates Chester Springs CFP, ChFC Percentage of assets, Hourly
Paul Laviola Foundation Wealth Management Media CFP Percentage of assets, Fixed fees
Paul Rossi Rossi Financial Associates Monroeville CFP Percentage of assets, Hourly
Randall Schaible Montis Financial Norristown CFP, CFA Percentage of assets, Hourly
Rebecca Proetto Northeast Advisers Paoli CFP Percentage of assets, Hourly
Richard Durso RTD Financial Advisors Philadelphia CFP Percentage of assets, Fixed fees
Richard Faw Setarcos Wealth Advisors Philadelphia CFP, CFA Percentage of assets, Fixed fees
Richard Lerach Atmos Advisory Pittsburgh CFP Percentage of assets
Richard Makowski Evident Financial Erie CFP Percentage of assets, Hourly
Robert Boehner Financial Consulate Gettysburg CFP Percentage of assets, Hourly
Robert Macaulay Jmac Enterprises Newtown CFP Percentage of assets, Fixed fees
Robert McCullough MC2 Financial Advisers Newtown Square CFP Percentage of assets, Fixed fees
Robert Parks Wealth Quest Palmyra CFP Hourly
Rodman Young Keyvantage Wealth Advisors Bethlehem CFP Percentage of assets, Hourly
Ross Burnam Omicron Advisors Lancaster CFP, PFS Percentage of assets, Hourly
Ross Burnam Omicron Advisors Lancaster CFP Percentage of assets, Hourly
Ross Muldoon Ellis Investment Partners Berwyn CFP Percentage of assets, Hourly
Ruston Wolfe Apricus Wealth Lebanon CFP Percentage of assets
Ryan Althoff Lifeguide Financial Advisors Mechanicsburg CFP Percentage of assets, Hourly
Sally Sulcove Obrien Greene & CO Media CFP, CFA Percentage of assets, Hourly
Sara Morrison DWD Portfolio Solutions Pittsburgh CFP Percentage of assets, Hourly
Scott Heess Meridian Asset Management Bethlehem CFP, ChFC Percentage of assets, Hourly
Sean Stevenson Peak Financial Planning Mcdonald CFP Percentage of assets, Fixed fees
Shanley Campbell Continuum Advisory Philadelphia CFP, ChFC Percentage of assets, Hourly
Shawn Keane Smithbridge Asset Management Chadds Ford CFP Percentage of assets, Hourly
Shayn Horrocks Great Oak Wealth Management Pottstown CFP Percentage of assets, Hourly
Shelley Dimperio Blbb Advisors Montgomeryville CFP Percentage of assets, Fixed fees
Stefanie Crowe Equita Financial Network Fort Washington CFP Percentage of assets, Hourly
Stephen Bruce Lifeguide Financial Advisors Mechanicsburg CFP Percentage of assets, Hourly
Stephen Elliker Elliker Financial Morgantown CFP Percentage of assets, Fixed fees
Stephen Horstmann RTD Financial Advisors Philadelphia CFP Percentage of assets, Fixed fees
Stephen Witte Equita Financial Network Fort Washington CFP Percentage of assets, Hourly
Steven Kavanaugh Odyssey Group Wealth Advisors Lancaster CFP Percentage of assets
Steven Templeton Templeton Financial Planning Coraopolis CFP Hourly, Fixed fees
Susan Gabor Financial Planning Hawaii Saylorsburg CFP Percentage of assets, Hourly
Terry Lyon Breakforth Investment Management Pittsburgh CFP Percentage of assets, Hourly
Thomas Ginty Wedmont Private Capital West Chester CFP Fixed fees
Thomas Rauba Eagle Rock Financial Advisers Lancaster CFP Percentage of assets, Hourly
Thomas Rylko TGS Financial Advisors Radnor CFP Percentage of assets, Fixed fees
Thomas Talbott Stewardship Advisors Mount Joy CFP Percentage of assets, Fixed fees
Timothy Tyson Master's Wealth Management Leola CFP Percentage of assets, Fixed fees
Timothy White Johnson & White Wealth Management York CFP Percentage of assets, Hourly
Tricia Prehle Equita Financial Network Fort Washington CFP Percentage of assets, Hourly
Troy Gomer BTG Capital Conshohocken CFP Percentage of assets, Hourly
Tyler Houston EWA Pittsburgh CFP Percentage of assets, Fixed fees
Victoria Provost Common Cents Planning Glen Mills CFP Percentage of assets, Hourly
Walter Laub Aspire Wealth Architects Wexford CFP, CFA Percentage of assets
Wayne Kurtz Green Trail Investments Wexford CFP Hourly, Fixed fees
Wilbur Shertzer Stewardship Advisors Mount Joy CFP, ChFC Percentage of assets, Fixed fees

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania