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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
Christina Simmonds Hapanowicz Pittsburgh Not listed Percentage of assets
Christopher Botamer Botamer Financial State College CFP Percentage of assets, Hourly
Clinton Simmons Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Daniel Jennings Gross & Hartman Investments Leola CFA Hourly
Dante Sienko Hapanowicz Pittsburgh Not listed Percentage of assets
David Peppard Baldwin Management West Conshohocken Not listed Percentage of assets
Donna Zanetti Pennsylvania Capital Management Huntingdon Valley Not listed Percentage of assets, Hourly
Eric Forsythe Hapanowicz Pittsburgh Not listed Percentage of assets
Eric Wiegand River Wealth Advisors Allentown CFP Percentage of assets, Hourly
Evan Evans Onyx Bridge Wealth Group Exton ChFC Percentage of assets, Hourly
Gabriel Sedora Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Gregory Reeder McClarren Financial Advisors State College CFP Ongoing planning fee
Heather Rivas River Wealth Advisors Camp Hill CFP Percentage of assets, Hourly
Jacob Siani Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Jake Murphy Helping busy med professionals reduce taxes and pay off debt faster without burning out. TrueClarity Wealth Wayne Not listed One-time planning fee, Subscription
James Armstrong Henry H. Armstrong Associates Pittsburgh Not listed Percentage of assets
Jared Quereau Baldwin Management West Conshohocken Not listed Percentage of assets
Jason Abruzere Weyhill Investment Counsel Bethlehem Not listed Hourly, One-time planning fee
Jason Vavra VCM Wealth Collegeville PFS Percentage of assets, Hourly
Jeffrey Emrich Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Jennifer Collins River Wealth Advisors Camp Hill CFP Percentage of assets, Hourly
Jillian Gisoni Kapusta Financial Group Pittsburgh CFP Percentage of assets, Hourly
Jonathan Kline Lakewood Financial Group Tafton Not listed Percentage of assets
Jonathan Smith DT Investment Partners Chadds Ford CFA Percentage of assets, Fixed fees
Joseph Schmitt Incline Financial Planning Mars Not listed Percentage of assets, Ongoing planning fee
Joshua Purdy McClarren Financial Advisors State College CFP Ongoing planning fee
Julie Purcell Wissahickon Wealth Management Philadelphia Not listed Percentage of assets
Kevin Dodgson Shetland Financial Center Valley CFA Flat fee or retainer
Mario Martinelli VaMa Oak Wealth Doylestown CFP Percentage of assets, Fixed fees
Michael Bishop Bishop & Company Investment Management Erie CFP Percentage of assets, Hourly
Michael Cox Seaside Wealth Advisors Mechanicsburg Not listed Percentage of assets, Hourly
Michael Crew Flax Pond Capital Merion Station Not listed Percentage of assets, Hourly
Michelle Czarnecki Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Monica Lanzilotta Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Paul Broomell Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
R. Christopher Wiegand Newbridge Wealth Management Bryn Mawr CFA Percentage of assets, Hourly
Rebecca Drexler-Bleivik Cooper Eagle King Of Prussia CFP Percentage of assets, Hourly
Rick Vala VaMa Oak Wealth Doylestown CFP Percentage of assets, Fixed fees
Robert Hapanowicz Hapanowicz Pittsburgh Not listed Percentage of assets
Robert Hapanowicz Hapanowicz Pittsburgh Not listed Percentage of assets
Ruby Weidler McClarren Financial Advisors State College CFP Ongoing planning fee
Ryan Gelrod Fairman Financial Chesterbrook CFA Percentage of assets, Hourly
Ryan Suess Kapusta Financial Group Pittsburgh CFP Percentage of assets, Hourly
Samantha Silberstein Chicory Wealth Philadelphia CFP Percentage of assets, Fixed fees
Samuel Liebman Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Sara Turner Aurdan Capital Management Wayne CFP Percentage of assets, Fixed fees
Sean Green Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Seth Bittner Stillwater Private Wealth Allentown Not listed Percentage of assets, Flat fee or retainer
Stephen Palmer Pennsylvania Capital Management Blue Bell Not listed Percentage of assets, Hourly
Thomas Franks Emmanuel Capital Management Pittsurgh CFA Percentage of assets, Hourly

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania