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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
Desiree Fisher WealthMore Philadelphia CFP Ongoing planning fee
Erik Evans GoalQuest Advisors Berwyn CFP Percentage of assets, Hourly
Erik Mosholt 46 Peaks Investment Advisory Group Newtown CFP Ongoing planning fee
Henry Fox Blue Bell Private Wealth Management Blue Bell CFP, ChFC Percentage of assets, Hourly
Isaac Martin Members' Wealth Media Not listed Percentage of assets, Fixed fees
Jared Uribe-Sullivan Legacy Advisors Plymouth Meeting CFP Percentage of assets, Hourly
Jesse D'Elia Attleboro Wealth Management Yardley CFP Percentage of assets, Fixed fees
Joseph Digangi Amicus Financial Advisors Easton CFP Percentage of assets, Hourly
Joseph Fabrizio Legacy Advisors Plymouth Meeting CFP Percentage of assets, Hourly
Joseph Gallagher Sage Financial Group West Conshohocken CFA Percentage of assets, Fixed fees
Joseph Hogan WealthFD Conshohocken CFP Percentage of assets, Hourly
Joshua Pearson Blue Bell Private Wealth Management Blue Bell CFP Percentage of assets, Hourly
Joshua Yoder Hudock Capital Williamsport Not listed Percentage of assets, Hourly
Kevin Cooke Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Lidia Amodei Attleboro Wealth Management Yardley CFP, CFA Percentage of assets, Fixed fees
Louis Fancher 46 Peaks Investment Advisory Group Newtown CFP, ChFC Ongoing planning fee
Mark Byelich Attleboro Wealth Management Yardley CFP Percentage of assets, Fixed fees
Martin Moyers Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Michael Topley Lansing Street Advisors Ambler CFP Percentage of assets, Fixed fees
Michael Weber Blue Bell Private Wealth Management Blue Bell CFP Percentage of assets, Hourly
Nicholas Cavanaugh Roble Belko & Company Sewickley Not listed Percentage of assets, Fixed fees
Noah Rankin Green Leaf Advisors New Bethlehem Not listed Percentage of assets, One-time planning fee
Peter Gaertner Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Peter Kim Brandywine Oak Private Wealth Kennett Square CFA Percentage of assets
Robert Hofmann Roffman Miller Wealth Management Phialdelphia CFP Percentage of assets
Robert Riegen Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Roger Roble Roble Belko & Company Sewickley Not listed Percentage of assets, Fixed fees
Rose DeFrank WealthFD Conshohocken CFP Percentage of assets, Hourly
Ryan DiFabrizio WealthFD Conshohocken CFP Percentage of assets, Hourly
Ryan Kraus Sage Financial Group West Conshohocken CFA Percentage of assets, Fixed fees
Sarah Veverka Guyasuta Investment Advisors Pittsburgh CFP Percentage of assets, Fixed fees
Steven Sivak Innovate Wealth Scottdale CFP Percentage of assets, Hourly
Stuart Caplan Members' Wealth Media Not listed Percentage of assets, Fixed fees
Tanya Frias WealthMore Philadelphia CFP Ongoing planning fee
Timothy Thomas Members' Wealth Media Not listed Percentage of assets, Fixed fees
Victoria Abaev WealthFD Conshohocken CFP Percentage of assets, Hourly
William Malloy Sage Financial Group West Conshohocken CFA Percentage of assets, Fixed fees
Aaron Marks Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Alexis Cunningham McClarren Financial Advisors St. Mary'S CFP Ongoing planning fee
Allen Carr Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Andrew Cooper Cooper Eagle King Of Prussia CFP Percentage of assets, Hourly
Andrew O'Gorman River Wealth Advisors Camp Hill CFP Percentage of assets, Hourly
Andrew Sachais Wick Capital Partners Wayne CFA Percentage of assets, Fixed fees
Andrew Sedora Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Barry Pflueger Pflueger Wealth Churchville CFP Percentage of assets, Hourly
Benjamin Dum River Wealth Advisors Camp Hill CFP Percentage of assets, Hourly
Bradford Houchins River Wealth Advisors Allentown CFP Percentage of assets, Hourly
Brandon Redmond McClarren Financial Advisors State College CFP Ongoing planning fee
Brian Yates Asset One Bridgeville CFP Percentage of assets
Charles Davis Hapanowicz Pittsburgh Not listed Percentage of assets

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania