# Fee-only financial advisors in Mechanicsburg, Pennsylvania

> Start with a fee-only advisor in Mechanicsburg whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Levi Greenly of Lifeguide Financial Advisors, Donald DeMuth of Mighty Oak Strong America Investment Company and Huyen Nguyen of Inclusive Wealth Financial Planning LLC, chosen for their credentials and fees on file.

Page: https://find.wellspent.co/locations/us/pennsylvania/mechanicsburg/
31 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 Mechanicsburg?

Start with a fee-only advisor in Mechanicsburg whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Levi Greenly of Lifeguide Financial Advisors, Donald DeMuth of Mighty Oak Strong America Investment Company and Huyen Nguyen of Inclusive Wealth Financial Planning LLC, chosen for their credentials and fees on file.

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

The Wellspent public graph lists 31 fee-only advisors in Mechanicsburg, at 10 firms. We counted every advisor record that fits, as of October 2026.

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

The most common focus among fee-only advisors in Mechanicsburg is retirement planning (6), followed by retirees (5) and founders (5). Advisors can list more than one.

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

The most common fee among fee-only advisors in Mechanicsburg is a percentage of assets, used by 97% of the 31 with fees on file. Many use more than one: 84% charge by the hour and 77% 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 Mechanicsburg hold the CFP?

42% of the 31 fee-only advisors in Mechanicsburg 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 Mechanicsburg?

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 |
|---|---|---|---|---|
| [Huyen Nguyen](https://find.wellspent.co/advisors/huyen-nguyen.md) | Inclusive Wealth Financial Planning LLC | Mechanicsburg, Pennsylvania | CFP | Flat fee or retainer, One-time planning fee, Hourly, Percentage of assets |
| [Zak Lutz](https://find.wellspent.co/advisors/zak-lutz.md) | LifeGuide Financial Advisors | Mechanicsburg, Pennsylvania | CFP, CKA, RLP | Percentage of assets, Ongoing planning fee |
| [Donald DeMuth](https://find.wellspent.co/advisors/donald-demuth.md) | Mighty Oak Strong America Investment Company | Mechanicsburg, Pennsylvania | CFA, CHBC, CPA/PFS, MBA | Percentage of assets, Hourly |
| [Brennan Zizzi](https://find.wellspent.co/advisors/brennan-zizzi.md) | Zizzi Investments, LLC | Mechanicsburg, Pennsylvania | CFP | Ongoing planning fee, One-time planning fee |
| [Allison Kramer](https://find.wellspent.co/advisors/allison-kramer.md) | Seaside Wealth Advisors | Mechanicsburg, Pennsylvania | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Joshua Jenkins](https://find.wellspent.co/advisors/joshua-jenkins.md) | Seaside Wealth Advisors | Mechanicsburg, Pennsylvania | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Michael Cox](https://find.wellspent.co/advisors/michael-cox.md) | Seaside Wealth Advisors | Mechanicsburg, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Rachel Lewis](https://find.wellspent.co/advisors/rachel-lewis.md) | Values Added | Mechanicsburg, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Steven Thompson](https://find.wellspent.co/advisors/steven-thompson.md) | Avantra Family Wealth | Mechanicsburg, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Wade Hoffman](https://find.wellspent.co/advisors/wade-hoffman.md) | Avantra Family Wealth | Mechanicsburg, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Brien Lasse](https://find.wellspent.co/advisors/brien-lasse.md) | Lifeguide Financial Advisors | Mechanicsburg, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Colin Zizzi](https://find.wellspent.co/advisors/colin-zizzi.md) | Zizzi Investments | Mechanicsburg, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Derek Mosley](https://find.wellspent.co/advisors/derek-mosley.md) | Lifeguide Financial Advisors | Mechanicsburg, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Holly Whitmire](https://find.wellspent.co/advisors/holly-whitmire.md) | Lifeguide Financial Advisors | Mechanicsburg, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Ortale](https://find.wellspent.co/advisors/james-ortale.md) | Lifeguide Financial Advisors | Mechanicsburg, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [John Harris](https://find.wellspent.co/advisors/john-harris-5022732.md) | Mighty Oak Strong America Investment Company | Mechanicsburg, Pennsylvania | CFP | Percentage of assets, Hourly |
| [Levi Greenly](https://find.wellspent.co/advisors/levi-greenly.md) | Lifeguide Financial Advisors | Mechanicsburg, Pennsylvania | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Michael Ginder](https://find.wellspent.co/advisors/michael-ginder.md) | Lifeguide Financial Advisors | Mechanicsburg, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ryan Althoff](https://find.wellspent.co/advisors/ryan-althoff.md) | Lifeguide Financial Advisors | Mechanicsburg, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Stephen Bruce](https://find.wellspent.co/advisors/stephen-bruce.md) | Lifeguide Financial Advisors | Mechanicsburg, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Drew Demuth](https://find.wellspent.co/advisors/drew-demuth.md) | Mighty Oak Strong America Investment Company | Mechanicsburg, Pennsylvania | CFA | Percentage of assets, Hourly |
| [David Rudy](https://find.wellspent.co/advisors/david-rudy.md) | Stout Wealth Advisory Group | Mechanicsburg, Pennsylvania |   | Percentage of assets, Fixed fees |
| [Delainey Gray](https://find.wellspent.co/advisors/delainey-gray.md) | Lifeguide Financial Advisors | Mechanicsburg, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Douglas Denlinger](https://find.wellspent.co/advisors/douglas-denlinger.md) | Lifeguide Financial Advisors | Mechanicsburg, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Ezekiel Colyer](https://find.wellspent.co/advisors/ezekiel-colyer.md) | Lifeguide Financial Advisors | Mechanicsburg, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Glenn McKenzie](https://find.wellspent.co/advisors/glenn-mckenzie.md) | Mighty Oak Strong America Investment Company | Mechanicsburg, Pennsylvania |   | Percentage of assets, Hourly |
| [Hannah Gawne](https://find.wellspent.co/advisors/hannah-gawne.md) | Lifeguide Financial Advisors | Mechanicsburg, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Kristopher Sekera](https://find.wellspent.co/advisors/kristopher-sekera.md) | Lifeguide Financial Advisors | Mechanicsburg, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Matthew Stout](https://find.wellspent.co/advisors/matthew-stout.md) | Stout Wealth Advisory Group | Mechanicsburg, Pennsylvania |   | Percentage of assets, Fixed fees |
| [Noah Springer](https://find.wellspent.co/advisors/noah-springer.md) | Lifeguide Financial Advisors | Mechanicsburg, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Paul Vollmar](https://find.wellspent.co/advisors/paul-vollmar.md) | Stout Wealth Advisory Group | Mechanicsburg, Pennsylvania |   | Percentage of assets, 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).
