# Fee-only financial advisors in Newtown, Pennsylvania > Start with a fee-only advisor in Newtown whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jonathan Heller of KEJ Financial Advisors, LLC, Brad Heindel of 46 Peaks Investment Advisory Group and Robert Macaulay of Jmac Enterprises, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/pennsylvania/newtown/ 26 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 Newtown? Start with a fee-only advisor in Newtown whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jonathan Heller of KEJ Financial Advisors, LLC, Brad Heindel of 46 Peaks Investment Advisory Group and Robert Macaulay of Jmac Enterprises, chosen for their credentials and fees on file. ## How many fee-only advisors in Newtown are there? The Wellspent public graph lists 26 fee-only advisors in Newtown, at 11 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Newtown focus on? The most common focus among fee-only advisors in Newtown is retirement planning (9), followed by retirees (9) and people close to retirement (9). Advisors can list more than one. ## How do fee-only advisors in Newtown charge? The most common fee among fee-only advisors in Newtown is a percentage of assets, used by 85% of the 26 with fees on file. Many use more than one: 58% charge fixed fees and 23% charge by the hour. ## 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 Newtown hold the CFP? 50% of the 26 fee-only advisors in Newtown 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 Newtown? 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 | |---|---|---|---|---| | [Jonathan Heller](https://find.wellspent.co/advisors/jonathan-heller.md) | KEJ Financial Advisors, LLC | Newtown, Pennsylvania | CFA, CFP, MBA | Ongoing planning fee | | [Anthony Carrino](https://find.wellspent.co/advisors/anthony-carrino.md) | Roble Belko & Company | Newtown, Pennsylvania | CFP, ChFC | Percentage of assets, Fixed fees | | [Jonathan Inzero](https://find.wellspent.co/advisors/jonathan-inzero.md) | Innova Wealth Partners | Newtown, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Brad Heindel](https://find.wellspent.co/advisors/brad-heindel.md) | 46 Peaks Investment Advisory Group | Newtown, Pennsylvania | CFP | Ongoing planning fee | | [Erik Mosholt](https://find.wellspent.co/advisors/erik-mosholt.md) | 46 Peaks Investment Advisory Group | Newtown, Pennsylvania | CFP | Ongoing planning fee | | [Louis Fancher](https://find.wellspent.co/advisors/louis-fancher.md) | 46 Peaks Investment Advisory Group | Newtown, Pennsylvania | CFP, ChFC | Ongoing planning fee | | [Ian Foster](https://find.wellspent.co/advisors/ian-foster.md) | Innova Wealth Partners | Newtown, Pennsylvania | | Percentage of assets, Fixed fees | | [John Orobono](https://find.wellspent.co/advisors/john-orobono.md) | Innova Wealth Partners | Newtown, Pennsylvania | | Percentage of assets, Fixed fees | | [Kyle Bruner](https://find.wellspent.co/advisors/kyle-bruner.md) | Innova Wealth Partners | Newtown, Pennsylvania | | Percentage of assets, Fixed fees | | [Stephen Schmidt](https://find.wellspent.co/advisors/stephen-schmidt.md) | Innova Wealth Partners | Newtown, Pennsylvania | | Percentage of assets, Fixed fees | | [William Bromley](https://find.wellspent.co/advisors/william-bromley.md) | Innova Wealth Partners | Newtown, Pennsylvania | | Percentage of assets, Fixed fees | | [Andrew Albano](https://find.wellspent.co/advisors/andrew-albano.md) | Mariner Financial Group | Newtown, Pennsylvania | | Percentage of assets, Fixed fees | | [Brandon Zahal](https://find.wellspent.co/advisors/brandon-zahal.md) | Crossgate Wealth Advisors | Newtown, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Henrysen](https://find.wellspent.co/advisors/brian-henrysen.md) | PW Nova Financial Services | Newtown, Pennsylvania | CFP | Percentage of assets | | [John Rea](https://find.wellspent.co/advisors/john-rea.md) | Crossgate Wealth Advisors | Newtown, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Smith](https://find.wellspent.co/advisors/michael-smith-5126990.md) | PW Nova Financial Services | Newtown, Pennsylvania | CFP | Percentage of assets | | [Morgan Zafonte](https://find.wellspent.co/advisors/morgan-zafonte.md) | Jmac Enterprises | Newtown, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Nickolaus von Dohlen](https://find.wellspent.co/advisors/nickolaus-von-dohlen.md) | Crossgate Wealth Advisors | Newtown, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Macaulay](https://find.wellspent.co/advisors/robert-macaulay.md) | Jmac Enterprises | Newtown, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Curtis Snyder](https://find.wellspent.co/advisors/curtis-snyder.md) | Towercrest Capital Management | Newtown, Pennsylvania | CFA | Percentage of assets, Hourly | | [Adam Amorn](https://find.wellspent.co/advisors/adam-amorn.md) | Premier Prosperity Advisors | Newtown, Pennsylvania | | Percentage of assets, Hourly | | [George Antonak](https://find.wellspent.co/advisors/george-antonak.md) | Thrift Financial | Newtown, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [John Whitehead](https://find.wellspent.co/advisors/john-whitehead.md) | PW Nova Financial Services | Newtown, Pennsylvania | | Percentage of assets | | [Kenneth Coniglio](https://find.wellspent.co/advisors/kenneth-coniglio.md) | PW Nova Financial Services | Newtown, Pennsylvania | | Percentage of assets | | [L Macaulay](https://find.wellspent.co/advisors/l-macaulay.md) | Jmac Enterprises | Newtown, Pennsylvania | | Percentage of assets, Fixed fees | | [Michael Carlucci](https://find.wellspent.co/advisors/michael-carlucci.md) | PW Nova Financial Services | Newtown, Pennsylvania | | Percentage of assets | ## 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).