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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
William Heidig Fiscalwise Media CFP Percentage of assets, Hourly
William Hutchison Hutchison Whitehead Wealth Management Canonsburg CFP Percentage of assets, Fixed fees
William Knight Legend Financial Advisors Pittsburgh CFP Percentage of assets, Hourly
William Lahr Archetype Advisors Doylestown CFP Percentage of assets, Fixed fees
William Love RTD Financial Advisors Philadelphia CFP Percentage of assets, Fixed fees
William Muller Common Cents Planning Glen Mills CFP Percentage of assets, Hourly
William Stanert Moondance Investment Advisors New Hope CFP Percentage of assets, Hourly
Yousef Almbaid TGS Financial Advisors Radnor CFP Percentage of assets, Fixed fees
Zachary Merring RTD Financial Advisors Philadelphia CFP Percentage of assets, Fixed fees
Zachary Renna Blbb Advisors Montgomeryville CFP Percentage of assets, Fixed fees
Benjamin Martik Valley Brook Capital Group Venetia CFA Percentage of assets, Hourly
Brian Kohute Meridian Wealth Partners East Norriton CFA Percentage of assets, Fixed fees
Charles Petredis Petredis Investment Advisors Warrendale CFA Percentage of assets, Hourly
Christian Petredis Petredis Investment Advisors Warrendale CFA Percentage of assets, Hourly
Christopher Fineburg Next Capital Management Mars CFA Percentage of assets, Hourly
Christopher McMahon MFA Wealth Advisors Pittsburgh ChFC Percentage of assets, Fixed fees
Christopher O'Keefe Logan Capital Management Newtown Square CFA Percentage of assets, Fixed fees
Christopher Ouimet Logan Capital Management Newtown Square CFA Percentage of assets, Fixed fees
Clifford Haugen Blbb Advisors Montgomeryville CFA Percentage of assets, Fixed fees
Curtis Snyder Towercrest Capital Management Newtown CFA Percentage of assets, Hourly
Darrin Duda Oakmont Capital Management Pittsburgh CFA Percentage of assets, Fixed fees
David Hargrove Smithbridge Asset Management Chadds Ford CFA Percentage of assets, Hourly
David Sun Ellis Investment Partners Berwyn CFA Percentage of assets, Hourly
Drew Demuth Mighty Oak Strong America Investment Company Mechanicsburg CFA Percentage of assets, Hourly
Eric Fencil Petredis Investment Advisors Warrendale CFA Percentage of assets, Hourly
Ernest Cecilia Apricus Wealth Downingtown CFA Percentage of assets
Frederick Dunbar Common Cents Planning Glen Mills ChFC Percentage of assets, Hourly
Gary Dolbashian Arnold Investment Group Phoenixville ChFC Percentage of assets, Hourly
Hillary Sunderland Beacon Wealth Consultants Lemont CFA Percentage of assets, Hourly
James Meyer Tower Bridge Advisors West Conshohocken CFA Percentage of assets, Fixed fees
James Wright Harvest Financial Partners Paoli CFA Percentage of assets, Hourly
Jay Llewelyn Entrust Financial Wayne CFA Percentage of assets, Hourly
Jennifer Garrett Ellis Investment Partners Berwyn CFA Percentage of assets, Hourly
Jerry Katz Oakmont Capital Management Oakmont CFA Percentage of assets, Fixed fees
John Weisbrod Quantum Financial Advisors Pittsburgh ChFC Percentage of assets, Hourly
Jonathan Kolle Smithbridge Asset Management Chadds Ford CFA Percentage of assets, Hourly
Jose Flores Sanchez Enduro Capital Partners Wayne CFA Percentage of assets
Justin Miller Milestone Financial Associates Macungie CFA Percentage of assets, Hourly
Justin Poccia Milestone Financial Associates Macungie ChFC Percentage of assets, Hourly
Kerry Erickson Erickson Financial Group Allentown ChFC Percentage of assets, Hourly
Kyle Rioboli Oakmont Capital Management Oakmont CFA Percentage of assets, Fixed fees
Lawrence Koteski Oakmont Capital Management Oakmont CFA Percentage of assets, Fixed fees
Lee Grout Newsquare Capital Newtown Square CFA Percentage of assets, Fixed fees
Maria Devlin DWD Portfolio Solutions Pittsburgh CFA Percentage of assets, Hourly
Merton Breisch Logan Capital Management Newtown Square CFA Percentage of assets, Fixed fees
Michael Basile Matune Basile Advisors Hermitage CFA Percentage of assets, Hourly
Michael Carey Carey Investment Solutions Philadelphia CFA Percentage of assets
Michael Donnelly Blue Devil Advisors Pittsburgh CFA Percentage of assets
Michael Newman Ellis Investment Partners Berwyn ChFC Percentage of assets, Hourly
Michael Pidhirskyj Capridge Advisors Devon CFA Percentage of assets, Hourly

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania