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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
Thomas Huber Wick Capital Partners Wayne CFA Percentage of assets, Fixed fees
Thomas McGahan Eamon Capital Management Wexford CFA Percentage of assets, Hourly
Tony Tran Wissahickon Wealth Management Philadelphia Not listed Percentage of assets
Aaron Stolpen Legacy Advisors Plymouth Meeting CFA Percentage of assets, Hourly
Albania Espinal Alegre Wealth Management, LLC Radnor CFP Percentage of assets, Fixed fees
Allen Wagner Wagner Wealth Management Conyngham Not listed Percentage of assets
Amy Delauter Kooman & Associates Altoona Not listed Percentage of assets, Fixed fees
Andrew Damico Roffman Miller Wealth Management Philadelphia CFA Percentage of assets
Andrew Gans Rockcliff Capital Pittsburgh CFP Flat fee or retainer
Andrew Mickley Lakeside Planning Macungie Not listed Percentage of assets, Ongoing planning fee
Bob Goldberg Blue Coast Financial Planning Maple Glen CFP, CPCU Hourly, Fixed fees
Bob Winkelman Westward Planning Group Narberth CFP Hourly, Fixed fees
Brailyn Robertson The Aranda Group Jenkintown Not listed Percentage of assets, Fixed fees
Brandon Baker Sage Financial Group West Conshohocken Not listed Percentage of assets, Fixed fees
Brendan Dooley Meaningful Wealth Management LLC Flourtown CFP, CRPC Percentage of assets, Fixed fees
Christine Messmer Christine Messmer PC Collegeville ATP, CFP, MS Hourly, Fixed fees
Daniel Stuckey Geometric Advisors Merion Station Not listed Percentage of assets
Darin Koss Tower Wealth Partners Lewisburg CFP Percentage of assets, Hourly
David Niggel Key Wealth Partners Lititz CFP, ChFC Percentage of assets, Hourly
David White Attleboro Wealth Management Yardley CFA Percentage of assets, Fixed fees
Douglas Delong Nordwand Capital Radnor CFA Percentage of assets, Fixed fees
Eric Greenberg ESG Wealth Advisors Lansdale Not listed Flat fee or retainer, Percentage of assets
Garry North Master's Wealth Management Lancaster BFA, CFP, MSFS Percentage of assets, Fixed fees
George Harris, III Sage Financial Group West Conshohocken Not listed Percentage of assets, Fixed fees
Gerard Guertin Roffman Miller Wealth Management Philadelphia ChFC Percentage of assets
Irene Giman RTD Financial Advisors Inc. Philadelphia BA, CFA, CFP, MBA Percentage of assets, Fixed fees
James Fisher The Aranda Group Jenkintown Not listed Percentage of assets, Fixed fees
Jeffrey Karpel Sage Financial Group West Conshohocken Not listed Percentage of assets, Fixed fees
Jeremy Walter Fident Financial Lancaster CFP Percentage of assets, Fixed fees
Jessica Goedtel Pavilion Financial Planning Allentown CFP, EA Percentage of assets, Hourly
Joanne Keller The Aranda Group Jenkintown Not listed Percentage of assets, Fixed fees
John Simkins Stewardship Advisors, LLC Mount Joy CFP, ChFC, CIMA Percentage of assets, Fixed fees
Jonathan Monroe New Wave Financial Collegeville Not listed Percentage of assets
Joseph Bucara JCB Financial, Inc. Collegeville CFP Percentage of assets, Hourly
Joshua Guevin ARX Private Wealth Lancaster Not listed Percentage of assets, Hourly
Julian Treves Merion Personal Finance LLC Merion Station CFP, MBA Not listed
Justin Warfel Wagner Wealth Management Conyngham Not listed Percentage of assets
Katie Burke Method Financial Planning Doylestown CFP Not listed
Kristopher Wallick Wallick Wealth Management Perkasie Not listed Percentage of assets
Kurt Angstadt K Wealth Advisors Berwyn CFP Percentage of assets, Hourly
Mark Frombach Roffman Miller Wealth Management Philadelphia CFA Percentage of assets
Mary Jule Roginski Northeastern Financial Consultants South Abington Township Not listed Percentage of assets, Hourly
Matt Stearns Brookhouse Adviors LLC Meadville CFP, RICP Percentage of assets, Hourly
Matthew Welsh Godshalk Welsh Capital Management Radnor CFP Percentage of assets, Hourly
Meghan Tait The New Wealth Project West Chester CFP Percentage of assets, Hourly
Michael Helveston Whitford Financial Planning Lititz CFP, CRPC Percentage of assets, Fixed fees
Michael Horwath Lansing Street Advisors Ambler CFA Percentage of assets, Fixed fees
Michael Joyce CW Advisors Bethlehem CFA, CFP, MBA, CPA Percentage of assets, Hourly
Mike Whitehead Hutchison Whitehead Wealth Management, LLC Cannonsburg CFA, CFP Percentage of assets, Fixed fees
Mitchell Bednoff Sage Financial Group West Conshohocken Not listed Percentage of assets, Fixed fees

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania