Fee-only financial advisors in Berwyn, Pennsylvania
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Mark Atherton Apella Wealth Holds the CFP, CFA and EA. Fees on file: one-time planning fee.
- Christopher Perry CJ Perry Financial Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Erik Evans GoalQuest Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
- Marianne Inforzato Fairman Financial Holds the CFP. Fees on file: percentage of assets, hourly.
- Andrew Schaffer Ellis Investment Partners Holds the CFP. Fees on file: percentage of assets, hourly.
- Kurt Angstadt K Wealth Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 31
- Firms
- 10
- Hold the CFP
- 39%
- Other credentials: CFA 16% · EA 3% · ChFC 13%
- How they charge (of 31 with fees on file): percentage of assets 97% · hourly 74% · fixed fees 74% · one-time planning fee 13%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Berwyn by what you need
- Retirement planning in Pennsylvania
- Tax planning in Pennsylvania
- Estate planning in Pennsylvania
- Family wealth transfer in Pennsylvania
- Retirees in Pennsylvania
- Founders in Pennsylvania
- Pre-retirees in Pennsylvania
- Executives in Pennsylvania
- Small business owners in Pennsylvania
- Ultra-high-net-worth families in Pennsylvania
Find an advisor in Pennsylvania by fee, assets, or credential
Questions about fee-only advisors in Berwyn
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.
All 31 advisors in Berwyn
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Christopher Perry | CJ Perry Financial | Berwyn | CFA, CFP, MBA, RICP | Percentage of assets, Flat fee or retainer |
| Mark Atherton | Apella Wealth | Berwyn | CFP, JD, MBA, EA | One-time planning fee |
| Douglas Morisoli | Fairman Financial | Berwyn | CFP | Percentage of assets, Hourly |
| Marianne Inforzato | Fairman Financial | Berwyn | CFP | Percentage of assets, Hourly |
| Erik Evans | GoalQuest Advisors | Berwyn | CFP | Percentage of assets, Hourly |
| Kurt Angstadt | K Wealth Advisors | Berwyn | CFP | Percentage of assets, Hourly |
| Nimrit Kang | NorthStar Asset Management | Berwyn | CFA | Percentage of assets |
| Lucas Zaba | GoalQuest Advisors | Berwyn | Not listed | Percentage of assets, Hourly |
| Amy Abromaitis | Carnegie Wealth Management | Berwyn | CFP | Percentage of assets, Fixed fees |
| Andrew Schaffer | Ellis Investment Partners | Berwyn | CFP | Percentage of assets, Hourly |
| Bray Hansel | Sterling Investment Advisors | Berwyn | CFP, ChFC | Percentage of assets, Hourly |
| Derek Lemke | Ellis Investment Partners | Berwyn | CFP | Percentage of assets, Hourly |
| Jonathan Smith | Ellis Investment Partners | Berwyn | CFP | Percentage of assets, Hourly |
| Ross Muldoon | Ellis Investment Partners | Berwyn | CFP | Percentage of assets, Hourly |
| David Sun | Ellis Investment Partners | Berwyn | CFA | Percentage of assets, Hourly |
| Jennifer Garrett | Ellis Investment Partners | Berwyn | CFA | Percentage of assets, Hourly |
| Michael Newman | Ellis Investment Partners | Berwyn | ChFC | Percentage of assets, Hourly |
| Woodward Odiorne | Ellis Investment Partners | Berwyn | ChFC | Percentage of assets, Hourly |
| Alexis Barnhart | Ellis Investment Partners | Berwyn | Not listed | Percentage of assets, Hourly |
| Anthony Civitello | Ellis Investment Partners | Berwyn | Not listed | Percentage of assets, Hourly |
| Conor Bradley | Sterling Investment Advisors | Berwyn | Not listed | Percentage of assets, Hourly |
| Daniel Kelley | Ellis Investment Partners | Berwyn | Not listed | Percentage of assets, Hourly |
| Evan Avgerinos | Ellis Investment Partners | Berwyn | Not listed | Percentage of assets, Hourly |
| Gabriel Fairorth | Sterling Investment Advisors | Berwyn | Not listed | Percentage of assets, Hourly |
| Kevin Case | Ellis Investment Partners | Berwyn | Not listed | Percentage of assets, Hourly |
| Mark Watkinson | Watkinson Capital Advisors | Berwyn | Not listed | Percentage of assets |
| Nicholas Sun | Ellis Investment Partners | Berwyn | Not listed | Percentage of assets, Hourly |
| Samuel Carpin | Ellis Investment Partners | Berwyn | Not listed | Percentage of assets, Hourly |
| Scott Sheffer | Carnegie Wealth Management | Berwyn | Not listed | Percentage of assets, Fixed fees |
| William Watkinson | Watkinson Capital Advisors | Berwyn | Not listed | Percentage of assets |
| William Watkinson | Watkinson Capital Advisors | Berwyn | Not listed | Percentage of assets |
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