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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 Komaniak Oakmont Capital Management Oakmont Not listed Percentage of assets, Fixed fees
Michael Ladakos Oakmont Capital Management Oakmont Not listed Percentage of assets, Fixed fees
Michael Sunderland Beacon Wealth Consultants Lemont Not listed Percentage of assets, Hourly
Michael Uehlein Wealthu Advisors Enola Not listed Percentage of assets, Fixed fees
Miguel Biamon Newsquare Capital Newtown Square Not listed Percentage of assets, Fixed fees
Mihir Saudagar Milestone Financial Associates Macungie Not listed Percentage of assets, Hourly
Nathan Fulkman MFA Wealth Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Nathan Graham Oakmont Capital Management Oakmont Not listed Percentage of assets, Fixed fees
Neil Kauffman Kauffman & Drebing Swarthmore Not listed Hourly
Nicholas Neilio Kitching Partners Conshohocken Not listed Percentage of assets, Fixed fees
Nicholas Sun Ellis Investment Partners Berwyn Not listed Percentage of assets, Hourly
Nicole Cosnotti Atmos Advisory Pittsburgh Not listed Percentage of assets
Nicole Offerman RTD Financial Advisors Philadelphia Not listed Percentage of assets, Fixed fees
Noah Springer Lifeguide Financial Advisors Mechanicsburg Not listed Percentage of assets, Hourly
Olivia Knecht Compass Investments Pittsburgh Not listed Percentage of assets, Hourly
Paul Kingston Alvin Clay Financial Advisors Jenkintown Not listed Percentage of assets, Fixed fees
Paul Sloate Green Drake Advisors Bryn Mawr Not listed Percentage of assets, Hourly
Paul Vollmar Stout Wealth Advisory Group Mechanicsburg Not listed Percentage of assets, Fixed fees
Peter Cooke Logan Capital Management Newtown Square Not listed Percentage of assets, Fixed fees
Peter Derby Meridian Wealth Partners East Norriton Not listed Percentage of assets, Fixed fees
Peter Eaglen One-Up Financial Erie Not listed Percentage of assets, Fixed fees
Petru Donisanu Franklin Madison Private Wealth Pittsburgh Not listed Percentage of assets, Hourly
Rachel Moran RTD Financial Advisors Philadelphia Not listed Percentage of assets, Fixed fees
Raeonna Jefferson Zenith Wealth Partners Philadelphia Not listed Percentage of assets, Hourly
Rahul Kothari Ironview Capital Management Conshohocken Not listed Percentage of assets, Hourly
Randolph Winton Lynch, Winton & Associates Swarthmore Not listed Percentage of assets
Richard Borowy Alvin Clay Financial Advisors Jenkintown Not listed Percentage of assets, Fixed fees
Richard Boyle TGS Financial Advisors Radnor Not listed Percentage of assets, Fixed fees
Richard Heilig Chestnut Street Investment Counsel Lancaster Not listed Percentage of assets, Hourly
Richard Tice Valley Brook Capital Group Pittsburgh Not listed Percentage of assets, Hourly
Robert Allan Johnson & White Wealth Management York Not listed Percentage of assets, Hourly
Robert Arnold Arnold Investment Group Phoenixville Not listed Percentage of assets, Hourly
Robert Dwyer Chancellor Financial Group WB Wilkes-Barre Not listed Percentage of assets, Hourly
Robert Habig Ellis Investment Partners Lancaster Not listed Percentage of assets, Hourly
Robert Kuberski Newsquare Capital Newtown Square Not listed Percentage of assets, Fixed fees
Robert Lockyer Moondance Investment Advisors Reading Not listed Percentage of assets, Hourly
Robert Morris RWM Asset Management New Bloomfield Not listed Percentage of assets
Robert Morris RWM Asset Management New Bloomfield Not listed Percentage of assets
Robert Payne Payne Capital Management Blue Bell Not listed Percentage of assets, Hourly
Robert Peloso 3RD Level Analytics Chadds Ford Not listed Percentage of assets, Fixed fees
Robert Pulit Valley Brook Capital Group Venetia Not listed Percentage of assets, Hourly
Robert Richardson Winthrop Partners - WPA Pittburgh Not listed Percentage of assets, Hourly
Robert Shoemaker Robert William Shoemaker,iii Gettysburg Not listed Percentage of assets, Hourly
Robert White Legend Financial Advisors Pittsburgh Not listed Percentage of assets, Hourly
Ronald Leonard RCL Capital Management Wexford Not listed Percentage of assets
Samuel Carpin Ellis Investment Partners Berwyn Not listed Percentage of assets, Hourly
Sara Brackett Johnson & White Wealth Management York Not listed Percentage of assets, Hourly
Sarah Cardamone Northeast Advisers Paoli Not listed Percentage of assets, Hourly
Sarah Menkes Logan Capital Management Newtown Square Not listed Percentage of assets, Fixed fees
Scott Sheffer Carnegie Wealth Management Berwyn Not listed Percentage of assets, Fixed fees

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania