Fee-only financial advisors in Mechanicsburg, Pennsylvania
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Levi Greenly Lifeguide Financial Advisors Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Donald DeMuth Mighty Oak Strong America Investment Company Holds the CFA and CPA. Fees on file: percentage of assets, hourly.
- Huyen Nguyen Inclusive Wealth Financial Planning LLC Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee.
- Brennan Zizzi Zizzi Investments, LLC Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Steven Thompson Avantra Family Wealth Fees on file: percentage of assets, hourly.
- Matthew Stout Stout Wealth Advisory Group Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 31
- Firms
- 10
- Hold the CFP
- 42%
- Other credentials: CFA 10% · CPA 3% · ChFC 6%
- How they charge (of 31 with fees on file): percentage of assets 97% · hourly 84% · fixed fees 77% · one-time planning fee 6%
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 Mechanicsburg 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 Mechanicsburg
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.
All 31 advisors in Mechanicsburg
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Huyen Nguyen | Inclusive Wealth Financial Planning LLC | Mechanicsburg | CFP | Flat fee or retainer, One-time planning fee |
| Zak Lutz | LifeGuide Financial Advisors | Mechanicsburg | CFP, CKA, RLP | Percentage of assets, Ongoing planning fee |
| Donald DeMuth | Mighty Oak Strong America Investment Company | Mechanicsburg | CFA, CHBC, CPA/PFS, MBA | Percentage of assets, Hourly |
| Brennan Zizzi | Zizzi Investments, LLC | Mechanicsburg | CFP | Ongoing planning fee, One-time planning fee |
| Allison Kramer | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Joshua Jenkins | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Michael Cox | Seaside Wealth Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Rachel Lewis | Values Added | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Steven Thompson | Avantra Family Wealth | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Wade Hoffman | Avantra Family Wealth | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Brien Lasse | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Colin Zizzi | Zizzi Investments | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Derek Mosley | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Holly Whitmire | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| James Ortale | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| John Harris | Mighty Oak Strong America Investment Company | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Levi Greenly | Lifeguide Financial Advisors | Mechanicsburg | CFP, CFA | Percentage of assets, Hourly |
| Michael Ginder | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Ryan Althoff | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Stephen Bruce | Lifeguide Financial Advisors | Mechanicsburg | CFP | Percentage of assets, Hourly |
| Drew Demuth | Mighty Oak Strong America Investment Company | Mechanicsburg | CFA | Percentage of assets, Hourly |
| David Rudy | Stout Wealth Advisory Group | Mechanicsburg | Not listed | Percentage of assets, Fixed fees |
| Delainey Gray | Lifeguide Financial Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Douglas Denlinger | Lifeguide Financial Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Ezekiel Colyer | Lifeguide Financial Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Glenn McKenzie | Mighty Oak Strong America Investment Company | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Hannah Gawne | Lifeguide Financial Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Kristopher Sekera | Lifeguide Financial Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Matthew Stout | Stout Wealth Advisory Group | Mechanicsburg | Not listed | Percentage of assets, Fixed fees |
| Noah Springer | Lifeguide Financial Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Paul Vollmar | Stout Wealth Advisory Group | Mechanicsburg | Not listed | Percentage of assets, Fixed fees |
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