W Wellspent Public advisor graph
Get matched
Wellspent public graph/Locations/United States/Pennsylvania
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
Scott Smith PSI Capital Management Lancaster Not listed Percentage of assets, Hourly
Sean Wieland Tannhauser Financial North Wales Not listed Percentage of assets, Fixed fees
Sharon England Mangolds Investment Advisors Lancaster Not listed Percentage of assets, Hourly
Shawn Minnich Lifetime Financial Foundations York Not listed Percentage of assets, Hourly
Simone Sanvito Keyvantage Wealth Advisors Bethlehem Not listed Percentage of assets, Hourly
Stan Richelson Scarsdale Investment Group Blue Bell Not listed Hourly, Fixed fees
Stephen Blahovec North River Wealth Advisors Pittsburgh Not listed Percentage of assets
Stephen Kitching Kitching Partners Conshohocken Not listed Percentage of assets, Fixed fees
Stephen Lee Logan Capital Management Newtown Square Not listed Percentage of assets, Fixed fees
Stephen Stulb Ironview Capital Management Conshohocken Not listed Percentage of assets, Hourly
Steven Blum Steven G. Blum and Associates Swarthmore Not listed Percentage of assets, Fixed fees
Steven Davidowitz Chancellor Financial Group WB Wilkes-Barre Not listed Percentage of assets, Hourly
Steven Mitchell PSI Capital Management Lancaster Not listed Percentage of assets, Hourly
Terence Brogan Brogan Asset Management Wynnewood Not listed Percentage of assets, Hourly
Terrence Casey Chancellor Financial Group WB Wilkes-Barre Not listed Percentage of assets, Hourly
Thomas Blair Tower Bridge Advisors West Conshohocken Not listed Percentage of assets, Fixed fees
Thomas Bunting Winthrop Partners - EPA Doylestown Not listed Percentage of assets, Hourly
Thomas Goldsmith Flagship Capital Management Media Not listed Percentage of assets
Thomas Goldsmith Flagship Capital Management Media Not listed Percentage of assets
Thomas Houck PSI Capital Management Hanover Not listed Percentage of assets, Hourly
Thomas O'Day Chancellor Financial Group WB Wilkes-Barre Not listed Percentage of assets, Hourly
Thomas Poltersdorf GT Wealth Lebanon Not listed Percentage of assets, Fixed fees
Thomas Reading Courier Capital Pittsburgh Not listed Percentage of assets, Fixed fees
Thomas Thompson Oakmont Capital Management Oakmont Not listed Percentage of assets, Fixed fees
Timothy Chisholm Newsquare Capital Newtown Square Not listed Percentage of assets, Fixed fees
Timothy Erickson Erickson Financial Group Allentown Not listed Percentage of assets, Hourly
Triinu Barclay Continuum Advisory Philadelphia Not listed Percentage of assets, Hourly
Tyler Howells MFA Wealth Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Tyler Pugliese Newsquare Capital Newtown Square Not listed Percentage of assets, Fixed fees
Tyler Storms Hyperion Financial Shillington Not listed Percentage of assets, Fixed fees
Vanessa McCall Randall & Associates Wealth Management Butler Not listed Percentage of assets, Hourly
Wayne Gifford Financial Spectrum Abington Not listed Percentage of assets, Hourly
William Johnson I.M.S. Wealth Management Erie Not listed Percentage of assets, Hourly
William Karrash Blbb Advisors Montgomeryville Not listed Percentage of assets, Fixed fees
William McMahon MFA Wealth Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
William Sands Jr DEL VAL Retirement and Investment Services Doylestown Not listed Percentage of assets
William Tatlonghari Meridian Wealth Partners East Norriton Not listed Percentage of assets, Fixed fees
William Watkinson Watkinson Capital Advisors Berwyn Not listed Percentage of assets
William Watkinson Watkinson Capital Advisors Berwyn Not listed Percentage of assets
Winfield Akeley Vesta Financialcare Philadelphia Not listed Hourly, Fixed fees
Xinyan Yi New Green Capital Wallingford Not listed Percentage of assets, Hourly
Yongjun Li Kailasa Capital Management Pittsburgh Not listed Percentage of assets, Performance-based fees
Zachary Buterbaugh Mangolds Investment Advisors Lancaster Not listed Percentage of assets, Hourly
Zachary Drescher Stewardship Advisors Mount Joy Not listed Percentage of assets, Fixed fees

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania