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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
James Holtzman Legend Financial Advisors, Inc. Pittsburgh CFP, CPA Percentage of assets
Jared Wilcox Rodgers & Associates Lancaster CFP, MBA, RICP, ChFC Percentage of assets
Jonathan Heller KEJ Financial Advisors, LLC Newtown CFA, CFP, MBA Ongoing planning fee
Jonathan Kiehl Evenkiehl, LLC Lancaster CFP, MBA Percentage of assets, Fixed fees
Mark Atherton Apella Wealth Berwyn CFP, JD, MBA, EA One-time planning fee
Michael Garry Yardley Wealth Management, LLC Yardley AIF, CFP, JD, MBA Percentage of assets, Fixed fees
Timothy Caban Copper Beech Advisors, LLC Malvern CFP, EA Ongoing planning fee, One-time planning fee
Amy Braun-Bostich Braun-Bostich & Associates Canonsburg CFP Percentage of assets, Fixed fees
Brennan Zizzi Zizzi Investments, LLC Mechanicsburg CFP Ongoing planning fee, One-time planning fee
David Emery Waverly Advisors, LLC Philadelphia CDFA, CFP, CLU, CPA Percentage of assets, Hourly
Jaco Jordaan Riverchase Wealth Management Upper St. Clair CFP, ChFC, CFA Percentage of assets, Fixed fees
Keith McGowan American Advisors, LLC Langhorne CFP, MBA Percentage of assets, Hourly
Tammy Pompei Braun-Bostich & Associates Canonsburg CFP Percentage of assets, Fixed fees
Abigail Schmid Stone Pine Financial Partners Media CFP Percentage of assets, Fixed fees
Andrew Herron Stone Pine Financial Partners Media CFP Percentage of assets, Fixed fees
Anthony Carrino Roble Belko & Company Newtown CFP, ChFC Percentage of assets, Fixed fees
Bill Aquila Waypoint Financial Dublin CFP Percentage of assets, Ongoing planning fee
Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives Liberty One Wealth Advisors Philadelphia CFP Percentage of assets, Flat fee or retainer
Jacqueline Cannella Roble Belko & Company Sewickley CFP Percentage of assets, Fixed fees
Jim White Great Oak Wealth Management Pottstown CFP, EA, MBA Percentage of assets, Hourly
Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events Thayer Partners, LLC Wyndmoor CFP Percentage of assets
Josh Knauss OMNIWEALTH GROUP Lewisburg CFP Percentage of assets
Justin Buttrick Vision Wealth Advisors Lewisburg CFP Flat fee or retainer, Percentage of assets
Kahlilah Dowe TrueWealth Solutions Radnor CFP Flat fee or retainer, One-time planning fee
Kevin Hartnett Sensenig Capital Advisors, Inc. Collegeville CFP Percentage of assets, Hourly
Kevin Manning Stone Pine Financial Partners Media CFP Percentage of assets, Fixed fees
Mario Posteraro Roble Belko & Company Sewickley CFP Percentage of assets, Fixed fees
Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. Quadrant Capital Center Valley CFP Percentage of assets, Flat fee or retainer
Myriah Lipke Stone Pine Financial Partners Media CFP Percentage of assets, Fixed fees
Nicholas Phelps Nicholas H. Phelps, CFP® State College CFP Flat fee or retainer, Hourly
Nicole Carson 2nd Story Wealth Plymouth Meeting CFP, MBA Percentage of assets, Hourly
Ryan Lacey Roble Belko & Company Sewickley CFP Percentage of assets, Fixed fees
Timothy Macarak Members' Wealth Media CFP Percentage of assets, Fixed fees
William Belko Roble Belko & Company Sewickley CFP, CFA Percentage of assets, Fixed fees
Allyson Mangine Amplius Wealth Blue Bell CFP Percentage of assets, Hourly
Bruce Ohrenich Stillwater Private Wealth Allenton CFP Percentage of assets, Flat fee or retainer
Christopher Mallon Pennsylvania Capital Management Huntingdon Valley CFP Percentage of assets, Hourly
David Ritrovato Bluesphere Advisors East Norriton CFP Flat fee or retainer, Ongoing planning fee
Irvin Schorsch Pennsylvania Capital Management Huntingdon Valley CFP Percentage of assets, Hourly
Jacob McConnell River's Edge Wealth Management Beaver CFP Percentage of assets
Jake McCracken River's Edge Wealth Management Beaver CFP Percentage of assets
Jonathan Dane Defiant Capital Group Warrendale CFP, CFA Percentage of assets, Fixed fees
Joseph Purcell Wissahickon Wealth Management Philadelphia CFP Percentage of assets
Maria Kelly Amplius Wealth Blue Bell CFP Percentage of assets, Hourly
Matthew Ohrenich Stillwater Private Wealth Allenton CFP Percentage of assets, Flat fee or retainer
Patrick Graver Center Stage Planning Greeley CFP Percentage of assets, One-time planning fee
Patrick Swift Amplius Wealth Blue Bell CFP Percentage of assets, Hourly
Peter Eberhart Henry H. Armstrong Associates Pittsburgh CFP Percentage of assets
Philip Matalucci Amplius Wealth Blue Bell CFP Percentage of assets, Hourly
Quinn McCracken River's Edge Wealth Management Beaver CFP Percentage of assets

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania