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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
Charles Knight One-Up Financial Erie Not listed Percentage of assets, Fixed fees
Charles Petredis Petredis Investment Advisors Warrendale Not listed Percentage of assets, Hourly
Christopher Englebert Englebert Financial Advisers Allentown Not listed Percentage of assets, Hourly
Christopher Geczy Gkfo W. Conshohocken Not listed Percentage of assets
Christopher Gildea Tower Bridge Advisors West Conshohocken Not listed Percentage of assets, Fixed fees
Christopher Pavcic EWA Pittsburgh Not listed Percentage of assets, Fixed fees
Christopher Payne Payne Capital Management Blue Bell Not listed Percentage of assets, Hourly
Christopher Torzone Christine Messmer Collegeville Not listed Hourly, Fixed fees
Colton Keller Master's Wealth Management Leola Not listed Percentage of assets, Fixed fees
Connor Ciarciello Liberty Square Wealth Partners Bethlehem Not listed Percentage of assets, Hourly
Conor Bradley Sterling Investment Advisors Berwyn Not listed Percentage of assets, Hourly
Corey MacDougall Oakbourne Advisors West Chester Not listed Percentage of assets, Fixed fees
Curtis Pritchard Wexford Wealth Advisors Wexford Not listed Percentage of assets, Hourly
Dana Stewardson Logan Capital Management Philadelphia Not listed Percentage of assets, Fixed fees
Daniel Kelley Ellis Investment Partners Berwyn Not listed Percentage of assets, Hourly
Daniel Rodan Tower Bridge Advisors West Conshohocken Not listed Percentage of assets, Fixed fees
Daniel Sloppy One-Up Financial Erie Not listed Percentage of assets, Fixed fees
Daniel Yeager Valley Brook Capital Group Pittsburgh Not listed Percentage of assets, Hourly
David Campbell Meridian Wealth Partners East Norriton Not listed Percentage of assets, Fixed fees
David Herbe One-Up Financial Erie Not listed Percentage of assets, Fixed fees
David Herbe One-Up Financial Erie Not listed Percentage of assets, Fixed fees
David Mandelblatt Wealthprotect Advisors Pittsburgh Not listed Fixed fees
David Peck Traynor Capital Management Malvern Not listed Percentage of assets
David Pope Liberty Square Wealth Partners Bethlehem Not listed Percentage of assets, Hourly
David Rudy Stout Wealth Advisory Group Mechanicsburg Not listed Percentage of assets, Fixed fees
David Tobin Tobin Investment Planning Yardley Not listed Percentage of assets, Fixed fees
Debra Parrish H Financial Management Canonsburg Not listed Percentage of assets, Hourly
Delainey Gray Lifeguide Financial Advisors Mechanicsburg Not listed Percentage of assets, Hourly
Dennis Criteser Compass Investments Pittsburgh Not listed Percentage of assets, Hourly
Dennis Grow One-Up Financial Erie Not listed Percentage of assets, Fixed fees
Donovan Slater Randall & Associates Wealth Management Butler Not listed Percentage of assets, Hourly
Douglas Denlinger Lifeguide Financial Advisors Mechanicsburg Not listed Percentage of assets, Hourly
Drew Deimel EWA Pittsburgh Not listed Percentage of assets, Fixed fees
Edward Barnes Blbb Advisors Montgomeryville Not listed Percentage of assets, Fixed fees
Edward Plakans Crosswalk Investment Advisory Strasburg Not listed Percentage of assets, Hourly
Edward Thomas Watchtower Wealth Management Elizabethtown Not listed Percentage of assets, Fixed fees
Elizabeth Debowski Storie Financial Advisory Canonsburg Not listed Hourly
Elizabeth Genter Schenley Capital Sewickley Not listed Percentage of assets, Hourly
Eric Hutchison Hutchison Whitehead Wealth Management Canonsburg Not listed Percentage of assets, Fixed fees
Erik Schoener Brightpath Financial Advisors Etters Not listed Percentage of assets, Hourly
Evan Avgerinos Ellis Investment Partners Berwyn Not listed Percentage of assets, Hourly
Ezekiel Colyer Lifeguide Financial Advisors Mechanicsburg Not listed Percentage of assets, Hourly
Flynn Ryan Addis & Hill Wayne Not listed Percentage of assets, Fixed fees
Francis DenDulk AEM Asset Management Bushkill Not listed Percentage of assets, Hourly
Francis Post Guidepost Capital Management Group Mohnton Not listed Percentage of assets, Hourly
Francis Walsh Opulus Doylestown Not listed Percentage of assets, Hourly
Frank Burnette Morrison Fiduciary Advisors Pittsburgh Not listed Percentage of assets, Hourly
Gabriel Fairorth Sterling Investment Advisors Berwyn Not listed Percentage of assets, Hourly
Gary Vassalotti Vimcor Duncansville Not listed Percentage of assets, Hourly
George Antonak Thrift Financial Newtown Not listed Percentage of assets, Hourly

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania