# Fee-only financial advisors in Conshohocken, Pennsylvania > Start with a fee-only advisor in Conshohocken whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Sean Dwyer of Overture Wealth Management LLC, Bob Wolfe of HealthyFP and Troy Gomer of BTG Capital, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/pennsylvania/conshohocken/ 26 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 Conshohocken? Start with a fee-only advisor in Conshohocken whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Sean Dwyer of Overture Wealth Management LLC, Bob Wolfe of HealthyFP and Troy Gomer of BTG Capital, chosen for their credentials and fees on file. ## How many fee-only advisors in Conshohocken are there? The Wellspent public graph lists 26 fee-only advisors in Conshohocken, at 9 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Conshohocken focus on? The most common focus among fee-only advisors in Conshohocken is retirees (8), followed by people close to retirement (8) and tax planning (7). Advisors can list more than one. ## How do fee-only advisors in Conshohocken charge? The most common fee among fee-only advisors in Conshohocken is a percentage of assets, used by 96% of the 26 with fees on file. Many use more than one: 77% charge by the hour and 69% 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 Conshohocken hold the CFP? 35% of the 26 fee-only advisors in Conshohocken 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 Conshohocken? 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 | |---|---|---|---|---| | [Bob Wolfe](https://find.wellspent.co/advisors/bob-wolfe.md) | HealthyFP | Conshohocken, Pennsylvania | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Sean Dwyer](https://find.wellspent.co/advisors/sean-dwyer.md) | Overture Wealth Management LLC | Conshohocken, Pennsylvania | CFP, CFA, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Allison Kade](https://find.wellspent.co/advisors/allison-kade.md) | WealthFD | Conshohocken, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Hogan](https://find.wellspent.co/advisors/joseph-hogan.md) | WealthFD | Conshohocken, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Rose DeFrank](https://find.wellspent.co/advisors/rose-defrank.md) | WealthFD | Conshohocken, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan DiFabrizio](https://find.wellspent.co/advisors/ryan-difabrizio.md) | WealthFD | Conshohocken, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Victoria Abaev](https://find.wellspent.co/advisors/victoria-abaev.md) | WealthFD | Conshohocken, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy Powers](https://find.wellspent.co/advisors/timothy-powers.md) | Powers Capital Management | Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees | | [Gavin King](https://find.wellspent.co/advisors/gavin-king.md) | Northstar Financial Companies | Conshohocken, Pennsylvania | | Percentage of assets, Hourly | | [Glenn Williams](https://find.wellspent.co/advisors/glenn-williams.md) | Northstar Financial Companies | Conshohocken, Pennsylvania | | Percentage of assets, Hourly | | [Joshua Grimes-Avery](https://find.wellspent.co/advisors/joshua-grimes-avery.md) | Northstar Financial Companies | Conshohocken, Pennsylvania | | Percentage of assets, Hourly | | [Julia Randall](https://find.wellspent.co/advisors/julia-randall.md) | Northstar Financial Companies | Conshohocken, Pennsylvania | | Percentage of assets, Hourly | | [Steven Girard](https://find.wellspent.co/advisors/steven-girard.md) | Northstar Financial Companies | Conshohocken, Pennsylvania | | Percentage of assets, Hourly | | [Thomas Tuskey](https://find.wellspent.co/advisors/thomas-tuskey.md) | Northstar Financial Companies | Conshohocken, Pennsylvania | | Percentage of assets, Hourly | | [Gregory Dob](https://find.wellspent.co/advisors/gregory-dob.md) | Kitching Partners | Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Troy Gomer](https://find.wellspent.co/advisors/troy-gomer.md) | BTG Capital | Conshohocken, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Benjamin Roberts](https://find.wellspent.co/advisors/benjamin-roberts.md) | Ironview Capital Management | Conshohocken, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Bradley Rosen](https://find.wellspent.co/advisors/bradley-rosen.md) | Ironview Capital Management | Conshohocken, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Brent Gomer](https://find.wellspent.co/advisors/brent-gomer.md) | BTG Capital | Conshohocken, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Bryan Rementer](https://find.wellspent.co/advisors/bryan-rementer.md) | Ironview Capital Management | Conshohocken, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Carlos Prince](https://find.wellspent.co/advisors/carlos-prince.md) | Legacy Edge Advisors | Conshohocken, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Matthew Mendelson](https://find.wellspent.co/advisors/matthew-mendelson.md) | Ironview Capital Management | Conshohocken, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Neilio](https://find.wellspent.co/advisors/nicholas-neilio.md) | Kitching Partners | Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees | | [Rahul Kothari](https://find.wellspent.co/advisors/rahul-kothari.md) | Ironview Capital Management | Conshohocken, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Stephen Kitching](https://find.wellspent.co/advisors/stephen-kitching.md) | Kitching Partners | Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees | | [Stephen Stulb](https://find.wellspent.co/advisors/stephen-stulb.md) | Ironview Capital Management | Conshohocken, Pennsylvania | | Percentage of assets, 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).