# Fee-only financial advisors in Blue Bell, Pennsylvania > Start with a fee-only advisor in Blue Bell whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Alan Rhode of Modern Wealth, Maria Kelly of Amplius Wealth and Henry Fox of Blue Bell Private Wealth Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/pennsylvania/blue-bell/ 30 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 Blue Bell? Start with a fee-only advisor in Blue Bell whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Alan Rhode of Modern Wealth, Maria Kelly of Amplius Wealth and Henry Fox of Blue Bell Private Wealth Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Blue Bell are there? The Wellspent public graph lists 30 fee-only advisors in Blue Bell, at 7 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Blue Bell focus on? The most common focus among fee-only advisors in Blue Bell is retirement planning (25), followed by tax planning (25) and estate planning (14). Advisors can list more than one. ## How do fee-only advisors in Blue Bell charge? The most common fee among fee-only advisors in Blue Bell is fixed fees, used by 97% of the 30 with fees on file. Many use more than one: 93% charge a percentage of assets and 93% charge by the hour. ## 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 Blue Bell hold the CFP? 40% of the 30 fee-only advisors in Blue Bell 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 Blue Bell? 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 | |---|---|---|---|---| | [Alan Rhode](https://find.wellspent.co/advisors/alan-rhode.md) | Modern Wealth | Blue Bell, Pennsylvania | CFP, RLP, CPWA | Percentage of assets | | [Allyson Mangine](https://find.wellspent.co/advisors/allyson-mangine.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Maria Kelly](https://find.wellspent.co/advisors/maria-kelly.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Patrick Swift](https://find.wellspent.co/advisors/patrick-swift.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Philip Matalucci](https://find.wellspent.co/advisors/philip-matalucci.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Liebman](https://find.wellspent.co/advisors/matthew-liebman.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFA | Percentage of assets, Hourly, Fixed fees | | [Alex LaRosa](https://find.wellspent.co/advisors/alex-larosa.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Levinson](https://find.wellspent.co/advisors/daniel-levinson.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [David Lorditch](https://find.wellspent.co/advisors/david-lorditch.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Henry Fox](https://find.wellspent.co/advisors/henry-fox.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Joshua Pearson](https://find.wellspent.co/advisors/joshua-pearson.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Weber](https://find.wellspent.co/advisors/michael-weber.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Aaron Marks](https://find.wellspent.co/advisors/aaron-marks.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Jacob Siani](https://find.wellspent.co/advisors/jacob-siani.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Michelle Czarnecki](https://find.wellspent.co/advisors/michelle-czarnecki.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Monica Lanzilotta](https://find.wellspent.co/advisors/monica-lanzilotta.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Samuel Liebman](https://find.wellspent.co/advisors/samuel-liebman.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Sean Green](https://find.wellspent.co/advisors/sean-green.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Stephen Palmer](https://find.wellspent.co/advisors/stephen-palmer.md) | Pennsylvania Capital Management | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Nisiar Smith](https://find.wellspent.co/advisors/nisiar-smith.md) | Courtside Wealth Partners | Blue Bell, Pennsylvania | | Percentage of assets, Fixed fees | | [J Miller](https://find.wellspent.co/advisors/j-miller.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Jon Sobotkin](https://find.wellspent.co/advisors/jon-sobotkin.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Miller](https://find.wellspent.co/advisors/jonathan-miller.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Justin Capetola](https://find.wellspent.co/advisors/justin-capetola.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Sean Miller](https://find.wellspent.co/advisors/sean-miller.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Aaron Dessen](https://find.wellspent.co/advisors/aaron-dessen.md) | Payne Capital Management | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Payne](https://find.wellspent.co/advisors/christopher-payne.md) | Payne Capital Management | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Hildy Richelson](https://find.wellspent.co/advisors/hildy-richelson.md) | Scarsdale Investment Group | Blue Bell, Pennsylvania | | Hourly, Fixed fees | | [Robert Payne](https://find.wellspent.co/advisors/robert-payne.md) | Payne Capital Management | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Stan Richelson](https://find.wellspent.co/advisors/stan-richelson.md) | Scarsdale Investment Group | Blue Bell, Pennsylvania | | Hourly, Fixed fees | ## 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).