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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
Gina Kovatch Oakmont Capital Management Oakmont Not listed Percentage of assets, Fixed fees
Glenn McKenzie Mighty Oak Strong America Investment Company Mechanicsburg Not listed Percentage of assets, Hourly
Gregory Dukes MFA Wealth Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Gregory Staub PSI Capital Management Harrisburg Not listed Percentage of assets, Hourly
Gregory Young RTD Financial Advisors Philadelphia Not listed Percentage of assets, Fixed fees
Hannah Gawne Lifeguide Financial Advisors Mechanicsburg Not listed Percentage of assets, Hourly
Heather Tracey Meridian Wealth Partners East Norriton Not listed Percentage of assets, Fixed fees
Hildy Richelson Scarsdale Investment Group Blue Bell Not listed Hourly, Fixed fees
Jack McMahon MFA Wealth Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Jack Rogers Hutchison Whitehead Wealth Management Canonsburg Not listed Percentage of assets, Fixed fees
Jacob Carroll RTD Financial Advisors Philadelphia Not listed Percentage of assets, Fixed fees
Jacob Little Johnson & White Wealth Management York Not listed Percentage of assets, Hourly
Jacob Wolfman Sensenig Capital Advisors Collegeville Not listed Percentage of assets, Hourly
Jake Burnham Ballast Financial Advisors West Chester Not listed Percentage of assets, Hourly
James Balthaser PSI Capital Management Lancaster Not listed Percentage of assets, Hourly
James Detwiler Barnstone Advisors Phoenixville Not listed Percentage of assets, Hourly
James Gibson Apricus Wealth Newtown Square Not listed Percentage of assets
James Goodhart Chancellor Financial Group WB Pottstown Not listed Percentage of assets, Hourly
James Mendelson Ironview Capital Management Pittsburgh Not listed Percentage of assets, Hourly
James Pelletier Wedmont Private Capital West Chester Not listed Fixed fees
James Ruttenberg EWA Pittsburgh Not listed Percentage of assets, Fixed fees
James Taylor Groundwork Wealth Management Downingtown Not listed Percentage of assets, Fixed fees
Jamie Englebert Englebert Financial Advisers Allentown Not listed Percentage of assets, Hourly
Jamison Smith EWA Pittsburgh Not listed Percentage of assets, Fixed fees
Janel Bonsell One-Up Financial Erie Not listed Percentage of assets, Fixed fees
Jared Bowman Bowman Wealth Management Group Hershey Not listed Percentage of assets, Fixed fees
Jarrod Sleppy Legacy Edge Advisors Sarver Not listed Percentage of assets, Hourly
Jason Ray Zenith Wealth Partners Philadelphia Not listed Percentage of assets, Hourly
Jay Harris Meridian Asset Management Bethlehem Not listed Percentage of assets, Hourly
Jay Kready Stewardship Advisors Mount Joy Not listed Percentage of assets, Fixed fees
Jayme Russo Valley Brook Capital Group Venetia Not listed Percentage of assets, Hourly
Jean Baun Chancellor Financial Group WB Wilkes-Barre Not listed Percentage of assets, Hourly
Jean Pierre Bouvel Bouvel Investment Partners Phoenixville Not listed Percentage of assets, Hourly
Jeffrey Presogna I.M.S. Wealth Management Erie Not listed Percentage of assets, Hourly
Jeffrey Yoffe Yoffe Investment Management Lemoyne Not listed Percentage of assets
Jennifer Rosen Logan Capital Management Newtown Square Not listed Percentage of assets, Fixed fees
Jeremy Stahl Stahl Wealth Management Lancaster Not listed Percentage of assets, Hourly
Jessica Lee H Financial Management Canonsburg Not listed Percentage of assets, Hourly
Jessica Long Blbb Advisors Montgomeryville Not listed Percentage of assets, Fixed fees
John Aneser Barnstone Advisors Phoenixville Not listed Percentage of assets, Hourly
John Cully Aspire Wealth Architects Wexford Not listed Percentage of assets
John Devine Northeast Advisers Paoli Not listed Percentage of assets, Hourly
John Hadley Samalin Wealth Philadelphia Not listed Percentage of assets, Hourly
John Lawton Blbb Advisors Montgomeryville Not listed Percentage of assets, Fixed fees
John Mauro Mauro Capital Management Valencia Not listed Percentage of assets, Hourly
John Whitehead PW Nova Financial Services Newtown Not listed Percentage of assets
Jon Belajac Apforia Cheswick Not listed Percentage of assets, Hourly
Jordan Fediaczko EWA Pittsburgh Not listed Percentage of assets, Fixed fees
Joseph Knox Evident Financial Erie Not listed Percentage of assets, Hourly
Joseph Langella Logan Capital Management Newtown Square Not listed Percentage of assets, Fixed fees

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania