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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
Sanjay Pawar Bluesphere Advisors East Norriton CFP, CFA Flat fee or retainer, Ongoing planning fee
Trevor York River's Edge Wealth Management Beaver CFP, ChFC Percentage of assets
Adam Greene Sage Financial Group West Conshohocken CFP Percentage of assets, Fixed fees
Alan Cohn Sage Financial Group West Conshohocken CFP Percentage of assets, Fixed fees
Alison Dorsman Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Andrew Brown Sage Financial Group West Conshohocken CFP Percentage of assets, Fixed fees
Benjamin Kogan Sage Financial Group West Conshohocken CFP Percentage of assets, Fixed fees
Blake Curle Gibson Capital Wexford CFP, CFA Percentage of assets
Brittany Kalsky Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Bryan Moylan Traverse Private Wealth Radnor CFP Percentage of assets, Hourly
Carl Emerick Emerick Financial Planning Pittsburgh CFP Hourly
Chad Hileman Gibson Capital Wexford CFP, CFA Percentage of assets
Christopher Sidoni Gibson Capital Wexford CFP, CFA Percentage of assets
Connor Knox Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Dane Czaplicki Members' Wealth Media CFA Percentage of assets, Fixed fees
Daphne Richards Sage Financial Group West Conshohocken CFP Percentage of assets, Fixed fees
Dennis Brawley Boldin Johnstown CFP Flat fee or retainer, Ongoing planning fee
Dionna Poluch Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Eric Demico Gibson Capital Wexford CFP, CFA Percentage of assets
Haley Schwartz ARX Private Wealth Lancaster CFP Percentage of assets, Hourly
Jackson Boyer Kooman & Associates Altoona CFP Percentage of assets, Fixed fees
James Beenders Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Jason Mardinly Sage Financial Group West Conshohocken CFP Percentage of assets, Fixed fees
Jeffrey Starkey Kooman & Associates Altoona CFP Percentage of assets, Fixed fees
John Sion Sage Financial Group West Conshohocken CFP Percentage of assets, Fixed fees
Jonathan Grebosky Gibson Capital Wexford CFP, CFA Percentage of assets
Justin Best Kooman & Associates Altoona CFP Percentage of assets, Fixed fees
Justin Clark Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Kathryn Starkey Kooman & Associates Altoona CFP Percentage of assets, Fixed fees
Keith Wander Roble Belko & Company Sewickley CFA Percentage of assets, Fixed fees
Kristofer Harrison Northeastern Financial Consultants South Abington Township CFP Percentage of assets, Hourly
Kyle Moerschbacher Kooman & Associates Altoona CFP Percentage of assets, Fixed fees
Kyle Wagner Wagner Wealth Management Conyngham CFP Percentage of assets
Linda Yeager Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Lucile Steitz Sage Financial Group West Conshohocken CFP Percentage of assets, Fixed fees
Maggie Fisher ARX Private Wealth Lancaster CFP Percentage of assets, Hourly
Mark Jackson Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Matthew Short Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Michael Henley Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Ross Cohn Sage Financial Group West Conshohocken CFP Percentage of assets, Fixed fees
Ryan Canfield Helping Millennials simplify their life so they can continue to experience life today, while also saving for the future. Victus Wealth Management Enola Not listed Percentage of assets, Flat fee or retainer
Tracy McGuire Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Tyler Harris ARX Private Wealth Lancaster CFP Percentage of assets, Hourly
Adam Mehrer Wills Financial Group Newton Square CFP Percentage of assets, Hourly
Adam Scholl Henry H. Armstrong Associates Pittsburgh CFA Percentage of assets
Alison Cantley Boden Wealth Lemoyne CFP Percentage of assets, Hourly
Allison Kramer Seaside Wealth Advisors Mechanicsburg ChFC Percentage of assets, Hourly
Andrea Gorniok Fairman Financial Chesterbrook CFP Percentage of assets, Hourly
Andrew Bucksner Wick Capital Partners Wayne CFP Percentage of assets, Fixed fees
Andrew Otto Boden Wealth Lemoyne CFP Percentage of assets, Hourly

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania