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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
Joshua Groff Odyssey Group Wealth Advisors Lancaster Not listed Percentage of assets
Judith Mindock JMM Financial Allentown Not listed Percentage of assets, Hourly
Julia Vandergast Traynor Capital Management Malvern Not listed Percentage of assets
Julie Kelly Logan Capital Management Newtown Square Not listed Percentage of assets, Fixed fees
Justin Hill Addis & Hill Wayne Not listed Percentage of assets, Fixed fees
Karl Lehman PSI Capital Management Lancaster Not listed Percentage of assets, Hourly
Kelly Bashore Addis & Hill Wayne Not listed Percentage of assets, Fixed fees
Kenneth Ambrogi Meridian Wealth Partners East Norriton Not listed Percentage of assets, Fixed fees
Kenneth Coniglio PW Nova Financial Services Newtown Not listed Percentage of assets
Kevin Blain Archetype Advisors Doylestown Not listed Percentage of assets, Fixed fees
Kevin Case Ellis Investment Partners Berwyn Not listed Percentage of assets, Hourly
Kevin Womack Bryn Mawr Investments Secane Not listed Percentage of assets, Hourly
Kiah Fowler PSI Capital Management Lancaster Not listed Percentage of assets, Hourly
Kimberly Forrest Bokeh Capital Partners Pittsburgh Not listed Percentage of assets
Kraig Null Wealthcare Solutions Radnor Not listed Percentage of assets, Hourly
Kristopher Sekera Lifeguide Financial Advisors Mechanicsburg Not listed Percentage of assets, Hourly
Kyle Nickler RWM Asset Management Selinsgrove Not listed Percentage of assets
Kyle Pettigrove Tanager Wealth Management Philadelphia Not listed Percentage of assets, Fixed fees
L Macaulay Jmac Enterprises Newtown Not listed Percentage of assets, Fixed fees
Laura Brewer Blbb Advisors Montgomeryville Not listed Percentage of assets, Fixed fees
Leanne Fee Stewardship Advisors Mount Joy Not listed Percentage of assets, Fixed fees
Lee Kerr Crosswalk Investment Advisory Strasburg Not listed Percentage of assets, Hourly
Leo Furlong Investors' Choice Advisory Services Orefield Not listed Percentage of assets, Hourly
Lisa Weaver World Capital Advisors State College Not listed Percentage of assets, Hourly
Liza Heisey Master's Wealth Management Leola Not listed Percentage of assets, Fixed fees
Louis Depaul Blbb Advisors Montgomeryville Not listed Percentage of assets, Fixed fees
Marc Bowman Bowman Wealth Management Group Hershey Not listed Percentage of assets, Fixed fees
Marc Smith Oars Capital Dillsburg Not listed Percentage of assets, Fixed fees
Mark Kasimirsky MFA Wealth Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Mark Obrien Obrien Greene & CO Media Not listed Percentage of assets, Hourly
Mark Rollinson Hutchison Whitehead Wealth Management Canonsburg Not listed Percentage of assets, Fixed fees
Mark Watkinson Watkinson Capital Advisors Berwyn Not listed Percentage of assets
Marlon Rose Meridian Wealth Partners Malvern Not listed Percentage of assets, Fixed fees
Mary Bonfini Steven G. Blum and Associates Swarthmore Not listed Percentage of assets, Fixed fees
Mary Fugler Logan Capital Management Newtown Square Not listed Percentage of assets, Fixed fees
Mateusz Atlasik Chestnut Street Investment Counsel Lancaster Not listed Percentage of assets, Hourly
Matthew Ihlein Traynor Capital Management Malvern Not listed Percentage of assets
Matthew Mendelson Ironview Capital Management Conshohocken Not listed Percentage of assets, Hourly
Matthew Minnaugh One-Up Financial Erie Not listed Percentage of assets, Fixed fees
Matthew Obrien Obrien Greene & CO Media Not listed Percentage of assets, Hourly
Matthew Ryba Oakbourne Advisors West Chester Not listed Percentage of assets, Fixed fees
Matthew Staub PSI Capital Management Lancaster Not listed Percentage of assets, Hourly
Matthew Stout Stout Wealth Advisory Group Mechanicsburg Not listed Percentage of assets, Fixed fees
Matthew West Nexwealth Philadelphia Not listed Percentage of assets, Fixed fees
Megan Petruska MFA Wealth Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Melinda Bodi Johnson & White Wealth Management York Not listed Percentage of assets, Hourly
Michael Adams Tower Bridge Advisors West Conshohocken Not listed Percentage of assets, Fixed fees
Michael Carlucci PW Nova Financial Services Newtown Not listed Percentage of assets
Michael Jehle THI Sewickley Not listed Percentage of assets, Hourly
Michael Jordan Traynor Capital Management Malvern Not listed Percentage of assets

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania