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Fee-only financial advisors in Conshohocken, Pennsylvania

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.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Sean Dwyer Overture Wealth Management LLC Holds the CFP, CFA and EA. Fees on file: flat fee or retainer, ongoing planning fee.
  • Bob Wolfe HealthyFP Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
  • Troy Gomer BTG Capital Holds the CFP. Fees on file: percentage of assets, hourly.
  • Allison Kade WealthFD Holds the CFP. Fees on file: percentage of assets, hourly.
  • Gregory Dob Kitching Partners Holds the CFP. Fees on file: percentage of assets, fixed fees.
  • Joshua Grimes-Avery Northstar Financial Companies Fees on file: percentage of assets, hourly.

By the numbers

Advisors listed
26
Firms
9
Hold the CFP
35%
  • Other credentials: CFA 4% · EA 8%
  • How they charge (of 26 with fees on file): percentage of assets 96% · hourly 77% · fixed fees 69% · ongoing planning fee 8%

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 Conshohocken by what you need

Find an advisor in Pennsylvania by fee, assets, or credential

Questions about fee-only advisors in Conshohocken

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.

All 26 advisors in Conshohocken

Fee-only advisors in Conshohocken, Pennsylvania: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Bob Wolfe HealthyFP Conshohocken CFP, EA Percentage of assets, Ongoing planning fee
Sean Dwyer Overture Wealth Management LLC Conshohocken CFP, CFA, EA Flat fee or retainer, Ongoing planning fee
Allison Kade WealthFD Conshohocken CFP Percentage of assets, Hourly
Joseph Hogan WealthFD Conshohocken CFP Percentage of assets, Hourly
Rose DeFrank WealthFD Conshohocken CFP Percentage of assets, Hourly
Ryan DiFabrizio WealthFD Conshohocken CFP Percentage of assets, Hourly
Victoria Abaev WealthFD Conshohocken CFP Percentage of assets, Hourly
Timothy Powers Powers Capital Management Conshohocken Not listed Percentage of assets, Fixed fees
Gavin King Northstar Financial Companies Conshohocken Not listed Percentage of assets, Hourly
Glenn Williams Northstar Financial Companies Conshohocken Not listed Percentage of assets, Hourly
Joshua Grimes-Avery Northstar Financial Companies Conshohocken Not listed Percentage of assets, Hourly
Julia Randall Northstar Financial Companies Conshohocken Not listed Percentage of assets, Hourly
Steven Girard Northstar Financial Companies Conshohocken Not listed Percentage of assets, Hourly
Thomas Tuskey Northstar Financial Companies Conshohocken Not listed Percentage of assets, Hourly
Gregory Dob Kitching Partners Conshohocken CFP Percentage of assets, Fixed fees
Troy Gomer BTG Capital Conshohocken CFP Percentage of assets, Hourly
Benjamin Roberts Ironview Capital Management Conshohocken Not listed Percentage of assets, Hourly
Bradley Rosen Ironview Capital Management Conshohocken Not listed Percentage of assets, Hourly
Brent Gomer BTG Capital Conshohocken Not listed Percentage of assets, Hourly
Bryan Rementer Ironview Capital Management Conshohocken Not listed Percentage of assets, Hourly
Carlos Prince Legacy Edge Advisors Conshohocken Not listed Percentage of assets, Hourly
Matthew Mendelson Ironview Capital Management Conshohocken Not listed Percentage of assets, Hourly
Nicholas Neilio Kitching Partners Conshohocken Not listed Percentage of assets, Fixed fees
Rahul Kothari Ironview Capital Management Conshohocken Not listed Percentage of assets, Hourly
Stephen Kitching Kitching Partners Conshohocken Not listed Percentage of assets, Fixed fees
Stephen Stulb Ironview Capital Management Conshohocken Not listed Percentage of assets, Hourly

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