Fee-only financial advisors in Lancaster, Pennsylvania
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Matthew Malick Atwater Malick Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Jared Wilcox Rodgers & Associates Holds the CFP. Fees on file: percentage of assets.
- Tyler Harris ARX Private Wealth Holds the CFP. Fees on file: percentage of assets, hourly.
- Aaron Sherman Odyssey Group Wealth Advisors Holds the CFP. Fees on file: percentage of assets.
- Jonathan Kiehl Evenkiehl, LLC Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Ross Burnam Omicron Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 46
- Firms
- 22
- Hold the CFP
- 35%
- Other credentials: CFA 2% · ChFC 4%
- How they charge (of 46 with fees on file): percentage of assets 98% · hourly 78% · fixed fees 63% · ongoing planning fee 2%
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 Lancaster by what you need
- Retirement planning in Pennsylvania
- Tax planning in Pennsylvania
- Estate planning in Pennsylvania
- Family wealth transfer in Pennsylvania
- Retirees in Pennsylvania
- Founders in Pennsylvania
- Pre-retirees in Pennsylvania
- Executives in Pennsylvania
- Small business owners in Pennsylvania
- Ultra-high-net-worth families in Pennsylvania
Find an advisor in Pennsylvania by fee, assets, or credential
Questions about fee-only advisors in Lancaster
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.
All 46 advisors in Lancaster
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jared Wilcox | Rodgers & Associates | Lancaster | CFP, MBA, RICP, ChFC | Percentage of assets |
| Jonathan Kiehl | Evenkiehl, LLC | Lancaster | CFP, MBA | Percentage of assets, Fixed fees |
| Haley Schwartz | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Maggie Fisher | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Tyler Harris | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Matthew Malick | Atwater Malick | Lancaster | CFP, CFA | Percentage of assets, Hourly |
| Allen Carr | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Andrew Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Clinton Simmons | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Gabriel Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Jeffrey Emrich | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Paul Broomell | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Garry North | Master's Wealth Management | Lancaster | BFA, CFP, MSFS | Percentage of assets, Fixed fees |
| Jeremy Walter | Fident Financial | Lancaster | CFP | Percentage of assets, Fixed fees |
| Joshua Guevin | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Nikolas Madonis | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Robert Teague | Markle Financial | Lancaster | Not listed | Percentage of assets, Hourly |
| Sam Feiser | Harvest Financial Planning Associates, LLC | Lancaster | CFP, ChFC | Percentage of assets |
| Benjamin Atwater | Atwater Malick | Lancaster | Not listed | Percentage of assets, Hourly |
| Meghan Baum | Atwater Malick | Lancaster | Not listed | Percentage of assets, Hourly |
| Carl Rowits | CWR Capital Management | Lancaster | Not listed | Ongoing planning fee, One-time planning fee |
| Curt Stauffer | MCM Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Jeffrey Guindon | Carriage Hill Investment Associates | Lancaster | Not listed | Percentage of assets, Hourly |
| Steven Maher | Cool Creek Financial | Lancaster | Not listed | Percentage of assets, Hourly |
| Aaron Sherman | Odyssey Group Wealth Advisors | Lancaster | CFP | Percentage of assets |
| Bryce Brennan | PSI Capital Management | Lancaster | CFP | Percentage of assets, Hourly |
| Christian Pascuzzo | Odyssey Group Wealth Advisors | Lancaster | CFP | Percentage of assets |
| Ross Burnam | Omicron Advisors | Lancaster | CFP, PFS | Percentage of assets, Hourly |
| Ross Burnam | Omicron Advisors | Lancaster | CFP | Percentage of assets, Hourly |
| Steven Kavanaugh | Odyssey Group Wealth Advisors | Lancaster | CFP | Percentage of assets |
| Thomas Rauba | Eagle Rock Financial Advisers | Lancaster | CFP | Percentage of assets, Hourly |
| Ben Strubel | Strubel Investment Management | Lancaster | Not listed | Percentage of assets, Hourly |
| Beth Vulopas | Chestnut Street Investment Counsel | Lancaster | Not listed | Percentage of assets, Hourly |
| James Balthaser | PSI Capital Management | Lancaster | Not listed | Percentage of assets, Hourly |
| Jeremy Stahl | Stahl Wealth Management | Lancaster | Not listed | Percentage of assets, Hourly |
| Joshua Groff | Odyssey Group Wealth Advisors | Lancaster | Not listed | Percentage of assets |
| Karl Lehman | PSI Capital Management | Lancaster | Not listed | Percentage of assets, Hourly |
| Kiah Fowler | PSI Capital Management | Lancaster | Not listed | Percentage of assets, Hourly |
| Mateusz Atlasik | Chestnut Street Investment Counsel | Lancaster | Not listed | Percentage of assets, Hourly |
| Matthew Staub | PSI Capital Management | Lancaster | Not listed | Percentage of assets, Hourly |
| Richard Heilig | Chestnut Street Investment Counsel | Lancaster | Not listed | Percentage of assets, Hourly |
| Robert Habig | Ellis Investment Partners | Lancaster | Not listed | Percentage of assets, Hourly |
| Scott Smith | PSI Capital Management | Lancaster | Not listed | Percentage of assets, Hourly |
| Sharon England | Mangolds Investment Advisors | Lancaster | Not listed | Percentage of assets, Hourly |
| Steven Mitchell | PSI Capital Management | Lancaster | Not listed | Percentage of assets, Hourly |
| Zachary Buterbaugh | Mangolds Investment Advisors | Lancaster | Not listed | Percentage of assets, Hourly |
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