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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
Michael Traynor Financial Coach West Chester CFA Percentage of assets, Hourly
Patrick Fisher Oakmont Capital Management Pittsburgh CFA Percentage of assets, Fixed fees
Pegler Swift Compass Investments Pittsburgh ChFC Percentage of assets, Hourly
Richard Buchwald Logan Capital Management Newtown Square CFA Percentage of assets, Fixed fees
Robb Parlanti Blbb Advisors Montgomeryville CFA Percentage of assets, Fixed fees
Ryan Kirk Newsquare Capital Newtown Square CFA Percentage of assets, Fixed fees
Shawn Gallagher Tower Bridge Advisors West Conshohocken CFA Percentage of assets, Fixed fees
Timothy Deangelo Smithbridge Asset Management Chadds Ford CFA Percentage of assets, Hourly
Timothy Duckett Bright Forge Capital Hatfield CFA Percentage of assets, Fixed fees
William Fitzpatrick Logan Capital Management Newtown Square CFA Percentage of assets, Fixed fees
William Gaffey Aufman Associates Sewickley CFA Percentage of assets, Fixed fees
William McKenna Mckenna & Sullivan Southampton ChFC Percentage of assets, Hourly
Woodward Odiorne Ellis Investment Partners Berwyn ChFC Percentage of assets, Hourly
Zachary Shirilla Baldwin Wealth Partners Pittsburgh CFA Percentage of assets, Fixed fees
Adam Amorn Premier Prosperity Advisors Newtown Not listed Percentage of assets, Hourly
Al Besse Logan Capital Management Newtown Square Not listed Percentage of assets, Fixed fees
Alexis Barnhart Ellis Investment Partners Berwyn Not listed Percentage of assets, Hourly
Allen Meschel Meschel Wealth Management Yardley Not listed Percentage of assets, Hourly
Amy Garry Yardley Wealth Management Yardley Not listed Percentage of assets, Fixed fees
Andrew Dziedzic Prepared Retirement Institute Montgomeryville Not listed Percentage of assets, Hourly
Andrew Gaines Englebert Financial Advisers Allentown Not listed Percentage of assets, Hourly
Anna Santini RWM Asset Management New Bloomfield Not listed Percentage of assets
Anthony Chrobak Liberty Square Wealth Partners Bethlehem Not listed Percentage of assets, Hourly
Anthony Civitello Ellis Investment Partners Berwyn Not listed Percentage of assets, Hourly
Anthony Perhacs Meridian Wealth Partners East Norriton Not listed Percentage of assets, Fixed fees
Anthony Podrasky Petredis Investment Advisors Warrendale Not listed Percentage of assets, Hourly
Arlene Neff A. Neff Associates Pittsburgh Not listed Percentage of assets, Hourly
Austin Sauder Master's Wealth Management Leola Not listed Percentage of assets, Fixed fees
Barbara Drebing Kauffman & Drebing Swarthmore Not listed Hourly
Ben Strubel Strubel Investment Management Lancaster Not listed Percentage of assets, Hourly
Benjamin Roberts Ironview Capital Management Conshohocken Not listed Percentage of assets, Hourly
Beth Vulopas Chestnut Street Investment Counsel Lancaster Not listed Percentage of assets, Hourly
Bradley Catherman Granite Financial Advisors Lewisburg Not listed Percentage of assets, Fixed fees
Bradley Rosen Ironview Capital Management Conshohocken Not listed Percentage of assets, Hourly
Brendan Keane Smithbridge Asset Management Chadds Ford Not listed Percentage of assets, Hourly
Brent Gomer BTG Capital Conshohocken Not listed Percentage of assets, Hourly
Brian Brogan Brogan Asset Management Wynnewood Not listed Percentage of assets, Hourly
Brianna March Blbb Advisors Montgomeryville Not listed Percentage of assets, Fixed fees
Bryan Rementer Ironview Capital Management Conshohocken Not listed Percentage of assets, Hourly
Caitlin Cully Aspire Wealth Architects Wexford Not listed Percentage of assets
Cameron Smith Beacon Wealth Consultants State College Not listed Percentage of assets, Hourly
Carlos Prince Legacy Edge Advisors Conshohocken Not listed Percentage of assets, Hourly
Caroline Kiser TGS Financial Advisors Radnor Not listed Percentage of assets, Fixed fees
Catherine Delany Meridian Wealth Partners East Norriton Not listed Percentage of assets, Fixed fees
Ceida Branca Limerick Financial Group Limerick Not listed Percentage of assets, Hourly
Chad Wakeman Erickson Financial Group Allentown Not listed Percentage of assets, Hourly
Chandni Gulati Niro Nivesto Garnet Valley Not listed Percentage of assets, Fixed fees
Charles Falco Limerick Financial Group Limerick Not listed Percentage of assets, Hourly
Charles Gubler Flagship Capital Management Media Not listed Percentage of assets
Charles Keller Master's Wealth Management Leola Not listed Percentage of assets, Fixed fees

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania