# Fee-only financial advisors in Berwyn, Pennsylvania > Start with a fee-only advisor in Berwyn whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Mark Atherton of Apella Wealth, Christopher Perry of CJ Perry Financial and Erik Evans of GoalQuest Advisors, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/pennsylvania/berwyn/ 31 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Berwyn? Start with a fee-only advisor in Berwyn whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Mark Atherton of Apella Wealth, Christopher Perry of CJ Perry Financial and Erik Evans of GoalQuest Advisors, chosen for their credentials and fees on file. ## How many fee-only advisors in Berwyn are there? The Wellspent public graph lists 31 fee-only advisors in Berwyn, at 10 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Berwyn focus on? The most common focus among fee-only advisors in Berwyn is retirement planning (3), followed by retirees (2) and estate planning (2). Advisors can list more than one. ## How do fee-only advisors in Berwyn charge? The most common fee among fee-only advisors in Berwyn is a percentage of assets, used by 97% of the 31 with fees on file. Many use more than one: 74% charge by the hour and 74% charge fixed fees. ## How much do fee-only financial advisors charge in Pennsylvania? Fee-only financial advisors in Pennsylvania charge a median of $3,600 a year for ongoing planning. We found this across the published prices of 29 Pennsylvania firms. ## How many fee-only advisors in Berwyn hold the CFP? 39% of the 31 fee-only advisors in Berwyn hold the CFP certification, based on the credentials listed on each record. ## Does Pennsylvania tax income on top of federal tax? Yes. Pennsylvania has a state income tax, so a financial plan for a Pennsylvania resident should project it alongside federal tax. ## Is there a local income tax in Pennsylvania? Yes. In Pennsylvania, most municipalities add a local earned income tax. ## How current is this list of fee-only advisors in Berwyn? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Christopher Perry](https://find.wellspent.co/advisors/christopher-perry.md) | CJ Perry Financial | Berwyn, Pennsylvania | CFA, CFP, MBA, RICP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Mark Atherton](https://find.wellspent.co/advisors/mark-atherton.md) | Apella Wealth | Berwyn, Pennsylvania | CFP, JD, MBA, EA, AIF, CASL, CFA, ChFC, ADPA, CRPC | One-time planning fee | | [Douglas Morisoli](https://find.wellspent.co/advisors/douglas-morisoli.md) | Fairman Financial | Berwyn, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Marianne Inforzato](https://find.wellspent.co/advisors/marianne-inforzato.md) | Fairman Financial | Berwyn, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Erik Evans](https://find.wellspent.co/advisors/erik-evans.md) | GoalQuest Advisors | Berwyn, Pennsylvania | CFP | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Kurt Angstadt](https://find.wellspent.co/advisors/kurt-angstadt.md) | K Wealth Advisors | Berwyn, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Nimrit Kang](https://find.wellspent.co/advisors/nimrit-kang.md) | NorthStar Asset Management | Berwyn, Pennsylvania | CFA | Percentage of assets | | [Lucas Zaba](https://find.wellspent.co/advisors/lucas-zaba.md) | GoalQuest Advisors | Berwyn, Pennsylvania | | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Amy Abromaitis](https://find.wellspent.co/advisors/amy-abromaitis.md) | Carnegie Wealth Management | Berwyn, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Andrew Schaffer](https://find.wellspent.co/advisors/andrew-schaffer.md) | Ellis Investment Partners | Berwyn, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Bray Hansel](https://find.wellspent.co/advisors/bray-hansel.md) | Sterling Investment Advisors | Berwyn, Pennsylvania | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Derek Lemke](https://find.wellspent.co/advisors/derek-lemke.md) | Ellis Investment Partners | Berwyn, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Smith](https://find.wellspent.co/advisors/jonathan-smith-4843601.md) | Ellis Investment Partners | Berwyn, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Ross Muldoon](https://find.wellspent.co/advisors/ross-muldoon.md) | Ellis Investment Partners | Berwyn, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [David Sun](https://find.wellspent.co/advisors/david-sun.md) | Ellis Investment Partners | Berwyn, Pennsylvania | CFA | Percentage of assets, Hourly, Fixed fees | | [Jennifer Garrett](https://find.wellspent.co/advisors/jennifer-garrett.md) | Ellis Investment Partners | Berwyn, Pennsylvania | CFA | Percentage of assets, Hourly, Fixed fees | | [Michael Newman](https://find.wellspent.co/advisors/michael-newman.md) | Ellis Investment Partners | Berwyn, Pennsylvania | ChFC | Percentage of assets, Hourly, Fixed fees | | [Woodward Odiorne](https://find.wellspent.co/advisors/woodward-odiorne.md) | Ellis Investment Partners | Berwyn, Pennsylvania | ChFC | Percentage of assets, Hourly, Fixed fees | | [Alexis Barnhart](https://find.wellspent.co/advisors/alexis-barnhart.md) | Ellis Investment Partners | Berwyn, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Anthony Civitello](https://find.wellspent.co/advisors/anthony-civitello.md) | Ellis Investment Partners | Berwyn, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Conor Bradley](https://find.wellspent.co/advisors/conor-bradley.md) | Sterling Investment Advisors | Berwyn, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Daniel Kelley](https://find.wellspent.co/advisors/daniel-kelley.md) | Ellis Investment Partners | Berwyn, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Evan Avgerinos](https://find.wellspent.co/advisors/evan-avgerinos.md) | Ellis Investment Partners | Berwyn, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Gabriel Fairorth](https://find.wellspent.co/advisors/gabriel-fairorth.md) | Sterling Investment Advisors | Berwyn, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Kevin Case](https://find.wellspent.co/advisors/kevin-case.md) | Ellis Investment Partners | Berwyn, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Mark Watkinson](https://find.wellspent.co/advisors/mark-watkinson.md) | Watkinson Capital Advisors | Berwyn, Pennsylvania | | Percentage of assets | | [Nicholas Sun](https://find.wellspent.co/advisors/nicholas-sun.md) | Ellis Investment Partners | Berwyn, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Samuel Carpin](https://find.wellspent.co/advisors/samuel-carpin.md) | Ellis Investment Partners | Berwyn, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Scott Sheffer](https://find.wellspent.co/advisors/scott-sheffer.md) | Carnegie Wealth Management | Berwyn, Pennsylvania | | Percentage of assets, Fixed fees | | [William Watkinson](https://find.wellspent.co/advisors/william-watkinson-459946.md) | Watkinson Capital Advisors | Berwyn, Pennsylvania | | Percentage of assets | | [William Watkinson](https://find.wellspent.co/advisors/william-watkinson.md) | Watkinson Capital Advisors | Berwyn, Pennsylvania | | Percentage of assets | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).