# Fee-only financial advisors in Lancaster, Pennsylvania

> Start with a fee-only advisor in Lancaster whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Matthew Malick of Atwater Malick, Jared Wilcox of Rodgers & Associates and Tyler Harris of ARX Private Wealth, chosen for their credentials and fees on file.

Page: https://find.wellspent.co/locations/us/pennsylvania/lancaster/
46 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 Lancaster?

Start with a fee-only advisor in Lancaster whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Matthew Malick of Atwater Malick, Jared Wilcox of Rodgers & Associates and Tyler Harris of ARX Private Wealth, chosen for their credentials and fees on file.

## How many fee-only advisors in Lancaster are there?

The Wellspent public graph lists 46 fee-only advisors in Lancaster, at 22 firms. We counted every advisor record that fits, as of October 2026.

## What do fee-only advisors in Lancaster focus on?

The most common focus among fee-only advisors in Lancaster is retirement planning (18), followed by founders (12) and family wealth transfer (11). Advisors can list more than one.

## How do fee-only advisors in Lancaster charge?

The most common fee among fee-only advisors in Lancaster is a percentage of assets, used by 98% of the 46 with fees on file. Many use more than one: 78% charge by the hour and 63% 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 Lancaster hold the CFP?

35% of the 46 fee-only advisors in Lancaster 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 Lancaster?

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 |
|---|---|---|---|---|
| [Jared Wilcox](https://find.wellspent.co/advisors/jared-wilcox.md) | Rodgers & Associates | Lancaster, Pennsylvania | CFP, MBA, RICP, ChFC, CRPC | Percentage of assets |
| [Jonathan Kiehl](https://find.wellspent.co/advisors/jonathan-kiehl.md) | Evenkiehl, LLC | Lancaster, Pennsylvania | CFP, MBA | Percentage of assets, Fixed fees |
| [Haley Schwartz](https://find.wellspent.co/advisors/haley-schwartz.md) | ARX Private Wealth | Lancaster, Pennsylvania | CFP | Percentage of assets, Hourly |
| [Maggie Fisher](https://find.wellspent.co/advisors/maggie-fisher.md) | ARX Private Wealth | Lancaster, Pennsylvania | CFP | Percentage of assets, Hourly |
| [Tyler Harris](https://find.wellspent.co/advisors/tyler-harris.md) | ARX Private Wealth | Lancaster, Pennsylvania | CFP | Percentage of assets, Hourly |
| [Matthew Malick](https://find.wellspent.co/advisors/matthew-malick.md) | Atwater Malick | Lancaster, Pennsylvania | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Allen Carr](https://find.wellspent.co/advisors/allen-carr.md) | Vantus Wealth | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Andrew Sedora](https://find.wellspent.co/advisors/andrew-sedora.md) | Vantus Wealth | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Clinton Simmons](https://find.wellspent.co/advisors/clinton-simmons.md) | Vantus Wealth | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Gabriel Sedora](https://find.wellspent.co/advisors/gabriel-sedora.md) | Vantus Wealth | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Jeffrey Emrich](https://find.wellspent.co/advisors/jeffrey-emrich.md) | Vantus Wealth | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Paul Broomell](https://find.wellspent.co/advisors/paul-broomell.md) | Vantus Wealth | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Garry North](https://find.wellspent.co/advisors/garry-north.md) | Master's Wealth Management | Lancaster, Pennsylvania | BFA, CFP, MSFS | Percentage of assets, Fixed fees |
| [Jeremy Walter](https://find.wellspent.co/advisors/jeremy-walter.md) | Fident Financial | Lancaster, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Joshua Guevin](https://find.wellspent.co/advisors/joshua-guevin.md) | ARX Private Wealth | Lancaster, Pennsylvania |   | Percentage of assets, Hourly |
| [Nikolas Madonis](https://find.wellspent.co/advisors/nikolas-madonis.md) | ARX Private Wealth | Lancaster, Pennsylvania |   | Percentage of assets, Hourly |
| [Robert Teague](https://find.wellspent.co/advisors/robert-teague.md) | Markle Financial | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Sam Feiser](https://find.wellspent.co/advisors/sam-feiser.md) | Harvest Financial Planning Associates, LLC | Lancaster, Pennsylvania | CFP, ChFC | Percentage of assets |
| [Benjamin Atwater](https://find.wellspent.co/advisors/benjamin-atwater.md) | Atwater Malick | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Meghan Baum](https://find.wellspent.co/advisors/meghan-baum.md) | Atwater Malick | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Carl Rowits](https://find.wellspent.co/advisors/carl-rowits.md) | CWR Capital Management | Lancaster, Pennsylvania |   | Ongoing planning fee, One-time planning fee |
| [Curt Stauffer](https://find.wellspent.co/advisors/curt-stauffer.md) | MCM Wealth | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Jeffrey Guindon](https://find.wellspent.co/advisors/jeffrey-guindon.md) | Carriage Hill Investment Associates | Lancaster, Pennsylvania |   | Percentage of assets, Hourly |
| [Steven Maher](https://find.wellspent.co/advisors/steven-maher.md) | Cool Creek Financial | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Aaron Sherman](https://find.wellspent.co/advisors/aaron-sherman.md) | Odyssey Group Wealth Advisors | Lancaster, Pennsylvania | CFP | Percentage of assets |
| [Bryce Brennan](https://find.wellspent.co/advisors/bryce-brennan.md) | PSI Capital Management | Lancaster, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christian Pascuzzo](https://find.wellspent.co/advisors/christian-pascuzzo.md) | Odyssey Group Wealth Advisors | Lancaster, Pennsylvania | CFP | Percentage of assets |
| [Ross Burnam](https://find.wellspent.co/advisors/ross-burnam.md) | Omicron Advisors | Lancaster, Pennsylvania | CFP, PFS | Percentage of assets, Hourly, Fixed fees |
| [Ross Burnam](https://find.wellspent.co/advisors/ross-burnam-5012986.md) | Omicron Advisors | Lancaster, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Steven Kavanaugh](https://find.wellspent.co/advisors/steven-kavanaugh.md) | Odyssey Group Wealth Advisors | Lancaster, Pennsylvania | CFP | Percentage of assets |
| [Thomas Rauba](https://find.wellspent.co/advisors/thomas-rauba.md) | Eagle Rock Financial Advisers | Lancaster, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ben Strubel](https://find.wellspent.co/advisors/ben-strubel.md) | Strubel Investment Management | Lancaster, Pennsylvania |   | Percentage of assets, Hourly |
| [Beth Vulopas](https://find.wellspent.co/advisors/beth-vulopas.md) | Chestnut Street Investment Counsel | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [James Balthaser](https://find.wellspent.co/advisors/james-balthaser.md) | PSI Capital Management | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Jeremy Stahl](https://find.wellspent.co/advisors/jeremy-stahl.md) | Stahl Wealth Management | Lancaster, Pennsylvania |   | Percentage of assets, Hourly |
| [Joshua Groff](https://find.wellspent.co/advisors/joshua-groff.md) | Odyssey Group Wealth Advisors | Lancaster, Pennsylvania |   | Percentage of assets |
| [Karl Lehman](https://find.wellspent.co/advisors/karl-lehman.md) | PSI Capital Management | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Kiah Fowler](https://find.wellspent.co/advisors/kiah-fowler.md) | PSI Capital Management | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Mateusz Atlasik](https://find.wellspent.co/advisors/mateusz-atlasik.md) | Chestnut Street Investment Counsel | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Matthew Staub](https://find.wellspent.co/advisors/matthew-staub.md) | PSI Capital Management | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Richard Heilig](https://find.wellspent.co/advisors/richard-heilig.md) | Chestnut Street Investment Counsel | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Robert Habig](https://find.wellspent.co/advisors/robert-habig.md) | Ellis Investment Partners | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Scott Smith](https://find.wellspent.co/advisors/scott-smith.md) | PSI Capital Management | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Sharon England](https://find.wellspent.co/advisors/sharon-england.md) | Mangolds Investment Advisors | Lancaster, Pennsylvania |   | Percentage of assets, Hourly |
| [Steven Mitchell](https://find.wellspent.co/advisors/steven-mitchell.md) | PSI Capital Management | Lancaster, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Zachary Buterbaugh](https://find.wellspent.co/advisors/zachary-buterbaugh.md) | Mangolds Investment Advisors | Lancaster, Pennsylvania |   | Percentage of assets, Hourly |

## 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).
