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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
Jason Kleinschmidt Fairman Financial Chesterbrook Not listed Percentage of assets, Hourly
Jeffrey Hartman Gross & Hartman Investments Leola Not listed Hourly
Jeffrey Widdup Milinovich & Company Waynesburg Not listed Ongoing planning fee
John Blair DT Investment Partners Chadds Ford Not listed Percentage of assets, Fixed fees
John Eisele Malvern Capital Management Malvern Not listed Percentage of assets, Hourly
John Ferraro Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
John Krolikowski Trebuchet Consulting Pittsburgh Not listed Percentage of assets, Hourly
John Orobono Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
John Slater CUBIC Advisors Wayne Not listed Percentage of assets
Joshua Fennimore Benchmark Financial Schwenksville Not listed Percentage of assets, Hourly
Karen Vavra VCM Wealth Collegeville Not listed Percentage of assets, Hourly
Kelley Taylor Fairman Financial Chesterbrook Not listed Percentage of assets, Hourly
Kristen Jackson Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
Kyle Bruner Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
Kyle French Fairman Financial Chesterbrook Not listed Percentage of assets, Hourly
Lisa Green Sunpointe Investments Bryn Mawr Not listed Percentage of assets, Fixed fees
Louis Iovannone Malvern Capital Management Malvern Not listed Percentage of assets, Hourly
Luke Smith DT Investment Partners Chadds Ford Not listed Percentage of assets, Fixed fees
Mark Feldser Wick Capital Partners Wayne Not listed Percentage of assets, Fixed fees
Matthew Barr Wick Capital Partners Wayne Not listed Percentage of assets, Fixed fees
Matthew McCarter Onyx Bridge Wealth Group Exton Not listed Percentage of assets, Hourly
Matthew Ramer MOR Wealth Management Philadelphia Not listed Percentage of assets, Hourly
Meghan Baum Atwater Malick Lancaster Not listed Percentage of assets, Hourly
Michael Bishop Bishop & Company Investment Management Erie CFA Percentage of assets, Hourly
Michael Czajka Malvern Capital Management Malvern Not listed Percentage of assets, Hourly
Michael Evans Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
Michael Kwiatkowski WHTG Wealth Management Landenberg CFA Percentage of assets
Michael Loch Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
Michael Milinovich Milinovich & Company Waynesburg Not listed Ongoing planning fee
Nathan Fullmer Fairman Financial Chesterbrook Not listed Percentage of assets, Hourly
Nicole Wasiakowski Brightside Wealth Planning Center Valley Not listed Percentage of assets, Fixed fees
Nimrit Kang NorthStar Asset Management Berwyn CFA Percentage of assets
Noah Lehman Boden Wealth Lemoyne Not listed Percentage of assets, Hourly
Peter Detwiler DT Investment Partners Chadds Ford Not listed Percentage of assets, Fixed fees
Ralph Wasiakowski Brightside Wealth Planning Center Valley Not listed Percentage of assets, Fixed fees
Richard Dombrowski Rigden Capital Strategies Erie Not listed Percentage of assets, Hourly
Richard Luchini Luchini Financial Altoona Not listed Percentage of assets, Fixed fees
Robert Graham Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Robert Graham Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Robert Grimm Boden Wealth Lemoyne Not listed Percentage of assets, Hourly
Roy Fairman Fairman Financial Chesterbrook Not listed Percentage of assets, Hourly
Ryan Babeuf Edge Wealth Management Havertown CFA Percentage of assets
Ryan Omensetter DT Investment Partners Chadds Ford Not listed Percentage of assets, Fixed fees
Ryan Troup Econ Wealth Management Harrisburg Not listed Percentage of assets
Samantha Lavrich Fairman Financial Chesterbrook Not listed Percentage of assets, Hourly
Samuel Mullen Fairman Financial Chesterbrook Not listed Percentage of assets, Hourly
Stephen Bierker Asset One Bridgeville CFA Percentage of assets
Stephen Schmidt Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
Steven Miller Trebuchet Consulting Pittsburgh Not listed Percentage of assets, Hourly
Susan Shoemaker Riggs Asset Management Dallas Not listed Percentage of assets, Hourly

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania