# Fee-only financial advisors in Philadelphia, Pennsylvania > Start with a fee-only advisor in Philadelphia whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Brandon Seibel of Oasis Wealth Planning Advisors, LLC, Irene Giman of RTD Financial Advisors Inc. and Logan Murray of Pocket Project LLC, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/pennsylvania/philadelphia/ 84 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 Philadelphia? Start with a fee-only advisor in Philadelphia whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Brandon Seibel of Oasis Wealth Planning Advisors, LLC, Irene Giman of RTD Financial Advisors Inc. and Logan Murray of Pocket Project LLC, chosen for their credentials and fees on file. ## How many fee-only advisors in Philadelphia are there? The Wellspent public graph lists 84 fee-only advisors in Philadelphia, at 30 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Philadelphia focus on? The most common focus among fee-only advisors in Philadelphia is retirement planning (28), followed by family wealth transfer (25) and people close to retirement (21). Advisors can list more than one. ## How do fee-only advisors in Philadelphia charge? The most common fee among fee-only advisors in Philadelphia is a percentage of assets, used by 88% of the 84 with fees on file. Many use more than one: 51% 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 Philadelphia hold the CFP? 56% of the 84 fee-only advisors in Philadelphia 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 Philadelphia? 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 | |---|---|---|---|---| | [Megan Kiesel](https://find.wellspent.co/advisors/megan-kiesel.md) | Livelihood LLC | Philadelphia, Pennsylvania | CFP | One-time planning fee, Hourly | | [Bobby Cremins](https://find.wellspent.co/advisors/bobby-cremins.md) | Metanoia Financial | Philadelphia, Pennsylvania | CFP, CFA | Percentage of assets, Ongoing planning fee | | [David Lafferty](https://find.wellspent.co/advisors/david-lafferty.md) | Wescott Financial Advisory Group LLC | Philadelphia, Pennsylvania | CFP, MBA, JD, CAP, ChFC, LLM | Percentage of assets | | [Brandon Seibel](https://find.wellspent.co/advisors/brandon-seibel.md) | Oasis Wealth Planning Advisors, LLC | Philadelphia, Pennsylvania | CFP, CPA, JD, LLM, CFA, CKA, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Stephen Way](https://find.wellspent.co/advisors/stephen-way.md) | Setarcos Wealth Advisors LLC | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Carey Morgan](https://find.wellspent.co/advisors/carey-morgan.md) | Livelihood LLC | Philadelphia, Pennsylvania | CFP, ChFC | Flat fee or retainer, Hourly, One-time planning fee | | [Chelsea Ransom-Cooper](https://find.wellspent.co/advisors/chelsea-ransom-cooper.md) | Zenith Wealth Partners | Philadelphia, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Logan Murray](https://find.wellspent.co/advisors/logan-murray.md) | Pocket Project LLC | Philadelphia, Pennsylvania | CFP, EA, RICP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Dennis O'Brien](https://find.wellspent.co/advisors/dennis-obrien.md) | Coastal Financial Advisors, Inc. | Philadelphia, Pennsylvania | BS, MS, RTRP | Flat fee or retainer, Hourly, Ongoing planning fee | | [David Emery](https://find.wellspent.co/advisors/david-emery.md) | Waverly Advisors, LLC | Philadelphia, Pennsylvania | CDFA, CFP, CLU, CPA, CPA/PFS, MBA, AEP, CAP, MSFP, CKA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Guilian DiLeonardo](https://find.wellspent.co/advisors/guilian-dileonardo.md) | Liberty One Wealth Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer | | [Joseph Purcell](https://find.wellspent.co/advisors/joseph-purcell.md) | Wissahickon Wealth Management | Philadelphia, Pennsylvania | CFP | Percentage of assets | | [Devin Rainone](https://find.wellspent.co/advisors/devin-rainone.md) | MOR Wealth Management | Philadelphia, Pennsylvania | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Gregory Johnson](https://find.wellspent.co/advisors/gregory-johnson-6744474.md) | MOR Wealth Management | Philadelphia, Pennsylvania | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Allison Hershey](https://find.wellspent.co/advisors/allison-hershey.md) | Fruitful | Philidelphia, Pennsylvania | CFP | Percentage of assets, Ongoing planning fee | | [David Gradzki](https://find.wellspent.co/advisors/david-gradzki.md) | Roffman Miller Wealth Management | Philadelphia, Pennsylvania | CFP | Percentage of assets | | [Desiree Fisher](https://find.wellspent.co/advisors/desiree-fisher.md) | WealthMore | Philadelphia, Pennsylvania | CFP | Ongoing planning fee | | [Kevin Cooke](https://find.wellspent.co/advisors/kevin-cooke.md) | Roffman Miller Wealth Management | Philadelphia, Pennsylvania | CFP | Percentage of assets | | [Martin Moyers](https://find.wellspent.co/advisors/martin-moyers.md) | Roffman Miller Wealth Management | Philadelphia, Pennsylvania | CFP | Percentage of assets | | [Peter Gaertner](https://find.wellspent.co/advisors/peter-gaertner.md) | Roffman Miller Wealth Management | Philadelphia, Pennsylvania | CFP | Percentage of assets | | [Robert Hofmann](https://find.wellspent.co/advisors/robert-hofmann.md) | Roffman Miller Wealth Management | Phialdelphia, Pennsylvania | CFP | Percentage of assets | | [Robert Riegen](https://find.wellspent.co/advisors/robert-riegen.md) | Roffman Miller Wealth Management | Philadelphia, Pennsylvania | CFP | Percentage of assets | | [Tanya Frias](https://find.wellspent.co/advisors/tanya-frias.md) | WealthMore | Philadelphia, Pennsylvania | CFP | Ongoing planning fee | | [Julie Purcell](https://find.wellspent.co/advisors/julie-purcell.md) | Wissahickon Wealth Management | Philadelphia, Pennsylvania | | Percentage of assets | | [Samantha Silberstein](https://find.wellspent.co/advisors/samantha-silberstein.md) | Chicory Wealth | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Tony Tran](https://find.wellspent.co/advisors/tony-tran.md) | Wissahickon Wealth Management | Philadelphia, Pennsylvania | | Percentage of assets | | [Andrew Damico](https://find.wellspent.co/advisors/andrew-damico.md) | Roffman Miller Wealth Management | Philadelphia, Pennsylvania | CFA | Percentage of assets | | [Gerard Guertin](https://find.wellspent.co/advisors/gerard-guertin.md) | Roffman Miller Wealth Management | Philadelphia, Pennsylvania | ChFC | Percentage of assets | | [Irene Giman](https://find.wellspent.co/advisors/irene-giman.md) | RTD Financial Advisors Inc. | Philadelphia, Pennsylvania | BA, CFA, CFP, MBA, AIF, AEP, CPA, EA, AAMS, BS, MST | Percentage of assets, Fixed fees | | [Mark Frombach](https://find.wellspent.co/advisors/mark-frombach.md) | Roffman Miller Wealth Management | Philadelphia, Pennsylvania | CFA | Percentage of assets | | [Paulette Greenwell](https://find.wellspent.co/advisors/paulette-greenwell.md) | Roffman Miller Wealth Management | Philadelphia, Pennsylvania | CFA | Percentage of assets | | [William March](https://find.wellspent.co/advisors/william-march.md) | Spring City Partners | Philadelphia, Pennsylvania | | Percentage of assets, Fixed fees | | [Matthew Ramer](https://find.wellspent.co/advisors/matthew-ramer.md) | MOR Wealth Management | Philadelphia, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Brandon Labbe](https://find.wellspent.co/advisors/brandon-labbe.md) | Elm Wealth | Philadelphia, Pennsylvania | | Percentage of assets | | [Cole Hofmann](https://find.wellspent.co/advisors/cole-hofmann.md) | Roffman Miller Wealth Management | Philadelphia, Pennsylvania | | Percentage of assets | | [Cory Falade](https://find.wellspent.co/advisors/cory-falade.md) | WealthMore | Philadelphia, Pennsylvania | | Ongoing planning fee | | [Earl Miller](https://find.wellspent.co/advisors/earl-miller.md) | Roffman Miller Wealth Management | Philadelphia, Pennsylvania | | Percentage of assets | | [Francisco Agrest](https://find.wellspent.co/advisors/francisco-agrest.md) | Elm Wealth | Philadelphia, Pennsylvania | | Percentage of assets | | [James White](https://find.wellspent.co/advisors/james-white-4875996.md) | Elm Wealth | Philadelphia, Pennsylvania | | Percentage of assets | | [Jerry Bell](https://find.wellspent.co/advisors/jerry-bell.md) | Elm Wealth | Philadelphia, Pennsylvania | | Percentage of assets | | [Kevin Matthews](https://find.wellspent.co/advisors/kevin-matthews-6351265.md) | WealthMore | Philadelphia, Pennsylvania | | Ongoing planning fee | | [Lori Hartman](https://find.wellspent.co/advisors/lori-hartman.md) | Roffman Miller Wealth Management | Philadelphia, Pennsylvania | | Percentage of assets | | [Michael Fothergill](https://find.wellspent.co/advisors/michael-fothergill.md) | Elm Wealth | Philadelphia, Pennsylvania | | Percentage of assets | | [Nolan Lenaghan](https://find.wellspent.co/advisors/nolan-lenaghan.md) | Elm Wealth | Philadelphia, Pennsylvania | | Percentage of assets | | [Robert Miller](https://find.wellspent.co/advisors/robert-miller.md) | Roffman Miller Wealth Management | Philadelphia, Pennsylvania | | Percentage of assets | | [Ryan Crooks](https://find.wellspent.co/advisors/ryan-crooks.md) | Roffman Miller Wealth Management | Philadelphia, Pennsylvania | | Percentage of assets | | [Susan Arnold](https://find.wellspent.co/advisors/susan-arnold.md) | Roffman Miller Wealth Management | Philadelphia, Pennsylvania | | Percentage of assets | | [Victor Haghani](https://find.wellspent.co/advisors/victor-haghani.md) | Elm Wealth | Philadelphia, Pennsylvania | | Percentage of assets | | [Andrew Tudor](https://find.wellspent.co/advisors/andrew-tudor.md) | Zenith Wealth Partners | Philadelphia, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Brent Zacok](https://find.wellspent.co/advisors/brent-zacok.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Christopher Vassallo](https://find.wellspent.co/advisors/christopher-vassallo.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Donald Bird](https://find.wellspent.co/advisors/donald-bird.md) | Bird Financial Group | Philadelphia, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Eduard Zolotarev](https://find.wellspent.co/advisors/eduard-zolotarev.md) | Brooklyn FI | Philadelphia, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Fahmin Fardous](https://find.wellspent.co/advisors/fahmin-fardous.md) | Zenith Wealth Partners | Philadelphia, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Garret Desjardins](https://find.wellspent.co/advisors/garret-desjardins.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Gavin Maurer](https://find.wellspent.co/advisors/gavin-maurer.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Jeffrey Weiand](https://find.wellspent.co/advisors/jeffrey-weiand.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Jesse Wideman](https://find.wellspent.co/advisors/jesse-wideman.md) | Zenith Wealth Partners | Philadelphia, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Lillia Smith](https://find.wellspent.co/advisors/lillia-smith.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Man-Hyung Hahn](https://find.wellspent.co/advisors/man-hyung-hahn.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Marc Labadie](https://find.wellspent.co/advisors/marc-labadie.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Maxine Shevlin](https://find.wellspent.co/advisors/maxine-shevlin.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Mitchell Metz](https://find.wellspent.co/advisors/mitchell-metz.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Molly Baker](https://find.wellspent.co/advisors/molly-baker.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Nicolette Seilus](https://find.wellspent.co/advisors/nicolette-seilus.md) | Continuum Advisory | Philadelphia, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Richard Durso](https://find.wellspent.co/advisors/richard-durso.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Richard Faw](https://find.wellspent.co/advisors/richard-faw.md) | Setarcos Wealth Advisors | Philadelphia, Pennsylvania | CFP, CFA | Percentage of assets, Fixed fees | | [Shanley Campbell](https://find.wellspent.co/advisors/shanley-campbell.md) | Continuum Advisory | Philadelphia, Pennsylvania | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Stephen Horstmann](https://find.wellspent.co/advisors/stephen-horstmann.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [William Love](https://find.wellspent.co/advisors/william-love.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Zachary Merring](https://find.wellspent.co/advisors/zachary-merring.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Michael Carey](https://find.wellspent.co/advisors/michael-carey.md) | Carey Investment Solutions | Philadelphia, Pennsylvania | CFA | Percentage of assets | | [Dana Stewardson](https://find.wellspent.co/advisors/dana-stewardson.md) | Logan Capital Management | Philadelphia, Pennsylvania | | Percentage of assets, Fixed fees | | [Gregory Young](https://find.wellspent.co/advisors/gregory-young.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | | Percentage of assets, Fixed fees | | [Jacob Carroll](https://find.wellspent.co/advisors/jacob-carroll.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | | Percentage of assets, Fixed fees | | [Jason Ray](https://find.wellspent.co/advisors/jason-ray.md) | Zenith Wealth Partners | Philadelphia, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [John Hadley](https://find.wellspent.co/advisors/john-hadley.md) | Samalin Wealth | Philadelphia, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Kyle Pettigrove](https://find.wellspent.co/advisors/kyle-pettigrove.md) | Tanager Wealth Management | Philadelphia, Pennsylvania | | Percentage of assets, Fixed fees | | [Matthew West](https://find.wellspent.co/advisors/matthew-west.md) | Nexwealth | Philadelphia, Pennsylvania | | Percentage of assets, Fixed fees | | [Nicole Offerman](https://find.wellspent.co/advisors/nicole-offerman.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | | Percentage of assets, Fixed fees | | [Rachel Moran](https://find.wellspent.co/advisors/rachel-moran.md) | RTD Financial Advisors | Philadelphia, Pennsylvania | | Percentage of assets, Fixed fees | | [Raeonna Jefferson](https://find.wellspent.co/advisors/raeonna-jefferson.md) | Zenith Wealth Partners | Philadelphia, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Triinu Barclay](https://find.wellspent.co/advisors/triinu-barclay.md) | Continuum Advisory | Philadelphia, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Winfield Akeley](https://find.wellspent.co/advisors/winfield-akeley.md) | Vesta Financialcare | Philadelphia, Pennsylvania | | Hourly, 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).