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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
Nicholas King Targeted Financial Planning East Stroudsburg Not listed Percentage of assets, Flat fee or retainer
Nicholas Terezis Marathon Strategic Advisors Pittsburgh CFA Percentage of assets
Nikolas Madonis ARX Private Wealth Lancaster Not listed Percentage of assets, Hourly
Nisiar Smith Courtside Wealth Partners Blue Bell Not listed Percentage of assets, Fixed fees
Paulette Greenwell Roffman Miller Wealth Management Philadelphia CFA Percentage of assets
Peter Keenan Beacon Bridge Wealth Partners Lower Gwynedd CFP Percentage of assets, Fixed fees
Ralph Cetrulo Sage Financial Group West Conshohocken Not listed Percentage of assets, Fixed fees
Robert Barth Aventine Financial Group LLC Doylestown CFP, CPA Percentage of assets, Hourly
Robert Krimmel Kooman & Associates Altoona Not listed Percentage of assets, Fixed fees
Robert Teague Markle Financial Lancaster Not listed Percentage of assets, Hourly
Robin Kuleck Kuleck Financial Planning Emporium CFP Hourly
Sam Feiser Harvest Financial Planning Associates, LLC Lancaster CFP, ChFC Percentage of assets
Samuel Markowitz Breakwater Capital Group Havertown Not listed Percentage of assets, Hourly
Stacy Anderson Kooman & Associates Altoona Not listed Percentage of assets, Fixed fees
Stephen Cohn Sage Financial Group West Conshohocken Not listed Percentage of assets, Fixed fees
Steve Maconi Brandywine Oak Private Wealth Kennett Square Not listed Percentage of assets
Steven Rosenberg The Aranda Group Jenkintown Not listed Percentage of assets, Fixed fees
Theodore Brooks Nordwand Capital Radnor CFA Percentage of assets, Fixed fees
Thomas Aichele Clear Capital Management Doylestown CFP Percentage of assets, Hourly
Thomas Holt Legacy Advisors Plymouth Meeting CFA Percentage of assets, Hourly
Tom Ginty Wedmont Private Capital Romansville CFP Fixed fees
Vanessa Zook PSI Capital Management Camp Hill CFP, MBA, RICP Percentage of assets, Hourly
William Hines Emancipare Investment Advisors Easton Not listed Flat fee or retainer, Hourly
William March Spring City Partners Philadelphia Not listed Percentage of assets, Fixed fees
Adam Glassman Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Alan Glassman Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Andrew Green Fairman Financial Chesterbrook Not listed Percentage of assets, Hourly
Andrew White Latham Financial Ivyland Not listed Percentage of assets
Ashley Chupka Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
Benjamin Atwater Atwater Malick Lancaster Not listed Percentage of assets, Hourly
Bernard Campbell Etch Financial Pittsburgh Not listed Percentage of assets, Hourly
Brian Jankowski River Wealth Advisors Camp Hill CFA Percentage of assets, Hourly
Charles Smith DT Investment Partners Chadds Ford Not listed Percentage of assets, Fixed fees
Christopher Topolewski Wick Capital Partners Wayne Not listed Percentage of assets, Fixed fees
Cortright Wetherill Wick Capital Partners Wayne Not listed Percentage of assets, Fixed fees
Craig Sigeti CES Investment Strategies Lititz Not listed Percentage of assets
David Huber Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
David Pankiw CUBIC Advisors Wayne Not listed Percentage of assets
Dimitri Gnall Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Donald Gross, Jr. Gross & Hartman Investments Leola Not listed Hourly
Donald Slone Etch Financial Pittsburgh Not listed Percentage of assets, Hourly
Edward Kriczky Kriczky Wealth Management Downingtown Not listed Percentage of assets, Hourly
Edward O'Gorman River Wealth Advisors Camp Hill CFA Percentage of assets, Hourly
Elizabeth Graham Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Elwyn Evans Miller Investment Management West Conshohocken CFA Percentage of assets, Fixed fees
Eric Hildenbrand Aurdan Capital Management Wayne CFA Percentage of assets, Fixed fees
Henry Miller Miller Investment Management West Conshohocken CFA Percentage of assets, Fixed fees
Howard Leonard Stewardship Partners Investment Counsel Chester Springs Not listed Percentage of assets
Ian Foster Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
Jacob Artz Econ Wealth Management Harrisburg Not listed Percentage of assets

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania