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Fee-only financial advisors in Newtown, Pennsylvania

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.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Jonathan Heller KEJ Financial Advisors, LLC Holds the CFP and CFA. Fees on file: ongoing planning fee.
  • Brad Heindel 46 Peaks Investment Advisory Group Holds the CFP. Fees on file: ongoing planning fee.
  • Robert Macaulay Jmac Enterprises Holds the CFP. Fees on file: percentage of assets, fixed fees.
  • Curtis Snyder Towercrest Capital Management Holds the CFA. Fees on file: percentage of assets, hourly.
  • Michael Smith PW Nova Financial Services Holds the CFP. Fees on file: percentage of assets.
  • Anthony Carrino Roble Belko & Company Holds the CFP. Fees on file: percentage of assets, fixed fees.

By the numbers

Advisors listed
26
Firms
11
Hold the CFP
50%
  • Other credentials: CFA 8% · ChFC 8%
  • How they charge (of 26 with fees on file): percentage of assets 85% · fixed fees 58% · hourly 23% · ongoing planning fee 15%

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 Newtown by what you need

Find an advisor in Pennsylvania by fee, assets, or credential

Questions about fee-only advisors in Newtown

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.

All 26 advisors in Newtown

Fee-only advisors in Newtown, Pennsylvania: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jonathan Heller KEJ Financial Advisors, LLC Newtown CFA, CFP, MBA Ongoing planning fee
Anthony Carrino Roble Belko & Company Newtown CFP, ChFC Percentage of assets, Fixed fees
Jonathan Inzero Innova Wealth Partners Newtown CFP Percentage of assets, Fixed fees
Brad Heindel 46 Peaks Investment Advisory Group Newtown CFP Ongoing planning fee
Erik Mosholt 46 Peaks Investment Advisory Group Newtown CFP Ongoing planning fee
Louis Fancher 46 Peaks Investment Advisory Group Newtown CFP, ChFC Ongoing planning fee
Ian Foster Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
John Orobono Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
Kyle Bruner Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
Stephen Schmidt Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
William Bromley Innova Wealth Partners Newtown Not listed Percentage of assets, Fixed fees
Andrew Albano Mariner Financial Group Newtown Not listed Percentage of assets, Fixed fees
Brandon Zahal Crossgate Wealth Advisors Newtown CFP Percentage of assets, Hourly
Brian Henrysen PW Nova Financial Services Newtown CFP Percentage of assets
John Rea Crossgate Wealth Advisors Newtown CFP Percentage of assets, Hourly
Michael Smith PW Nova Financial Services Newtown CFP Percentage of assets
Morgan Zafonte Jmac Enterprises Newtown CFP Percentage of assets, Fixed fees
Nickolaus von Dohlen Crossgate Wealth Advisors Newtown CFP Percentage of assets, Hourly
Robert Macaulay Jmac Enterprises Newtown CFP Percentage of assets, Fixed fees
Curtis Snyder Towercrest Capital Management Newtown CFA Percentage of assets, Hourly
Adam Amorn Premier Prosperity Advisors Newtown Not listed Percentage of assets, Hourly
George Antonak Thrift Financial Newtown Not listed Percentage of assets, Hourly
John Whitehead PW Nova Financial Services Newtown Not listed Percentage of assets
Kenneth Coniglio PW Nova Financial Services Newtown Not listed Percentage of assets
L Macaulay Jmac Enterprises Newtown Not listed Percentage of assets, Fixed fees
Michael Carlucci PW Nova Financial Services Newtown Not listed Percentage of assets

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