Fee-only financial advisors in Blue Bell, Pennsylvania
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Alan Rhode Modern Wealth Holds the CFP. Fees on file: percentage of assets.
- Maria Kelly Amplius Wealth Holds the CFP. Fees on file: percentage of assets, hourly.
- Henry Fox Blue Bell Private Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Aaron Dessen Payne Capital Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Hildy Richelson Scarsdale Investment Group Fees on file: hourly, fixed fees.
- Nisiar Smith Courtside Wealth Partners Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 30
- Firms
- 7
- Hold the CFP
- 40%
- Other credentials: CFA 3% · ChFC 3%
- How they charge (of 30 with fees on file): fixed fees 97% · percentage of assets 93% · hourly 93%
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 Blue Bell by what you need
Find an advisor in Pennsylvania by fee, assets, or credential
Questions about fee-only advisors in Blue Bell
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.
All 30 advisors in Blue Bell
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Alan Rhode | Modern Wealth | Blue Bell | CFP, RLP, CPWA | Percentage of assets |
| Allyson Mangine | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Maria Kelly | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Patrick Swift | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Philip Matalucci | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Matthew Liebman | Amplius Wealth | Blue Bell | CFA | Percentage of assets, Hourly |
| Alex LaRosa | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Daniel Levinson | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| David Lorditch | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Henry Fox | Blue Bell Private Wealth Management | Blue Bell | CFP, ChFC | Percentage of assets, Hourly |
| Joshua Pearson | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Michael Weber | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Aaron Marks | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jacob Siani | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Michelle Czarnecki | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Monica Lanzilotta | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Samuel Liebman | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Sean Green | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Stephen Palmer | Pennsylvania Capital Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Nisiar Smith | Courtside Wealth Partners | Blue Bell | Not listed | Percentage of assets, Fixed fees |
| J Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jon Sobotkin | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jonathan Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Justin Capetola | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Sean Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Aaron Dessen | Payne Capital Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Christopher Payne | Payne Capital Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Hildy Richelson | Scarsdale Investment Group | Blue Bell | Not listed | Hourly, Fixed fees |
| Robert Payne | Payne Capital Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Stan Richelson | Scarsdale Investment Group | Blue Bell | Not listed | Hourly, Fixed fees |
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