Fee-only financial advisors in Philadelphia, Pennsylvania
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Brandon Seibel Oasis Wealth Planning Advisors, LLC Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Irene Giman RTD Financial Advisors Inc. Holds the CFP, CFA and CPA. Fees on file: percentage of assets, fixed fees.
- Logan Murray Pocket Project LLC Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Bobby Cremins Metanoia Financial Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Devin Rainone MOR Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Richard Faw Setarcos Wealth Advisors Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 84
- Firms
- 30
- Cities
- 3
- Hold the CFP
- 56%
- Other credentials: CFA 12% · CPA 4% · EA 2%
- How they charge (of 84 with fees on file): percentage of assets 88% · fixed fees 51% · hourly 23% · ongoing planning fee 11%
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 Philadelphia by what you need
Find an advisor in Pennsylvania by fee, assets, or credential
Questions about fee-only advisors in Philadelphia
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.
All 84 advisors in Philadelphia
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Megan Kiesel Flexible, as-needed planning for early- and mid-career people who want a meaningful life and long-term financial stability. | Livelihood LLC | Philadelphia | CFP | One-time planning fee, Hourly |
| Bobby Cremins | Metanoia Financial | Philadelphia | CFP, CFA | Percentage of assets, Ongoing planning fee |
| David Lafferty | Wescott Financial Advisory Group LLC | Philadelphia | CFP, MBA, JD, CAP | Percentage of assets |
| Brandon Seibel | Oasis Wealth Planning Advisors, LLC | Philadelphia | CFP, CPA, JD, LLM | Flat fee or retainer, Ongoing planning fee |
| Stephen Way | Setarcos Wealth Advisors LLC | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Carey Morgan | Livelihood LLC | Philadelphia | CFP, ChFC | Flat fee or retainer, Hourly |
| Chelsea Ransom-Cooper Zenith Wealth Partners provides a flexible retirement planning and investment management approach that inspires our clients to take financial action. | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Logan Murray | Pocket Project LLC | Philadelphia | CFP, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| Dennis O'Brien | Coastal Financial Advisors, Inc. | Philadelphia | BS, MS, RTRP | Flat fee or retainer, Hourly |
| David Emery | Waverly Advisors, LLC | Philadelphia | CDFA, CFP, CLU, CPA | Percentage of assets, Hourly |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Joseph Purcell | Wissahickon Wealth Management | Philadelphia | CFP | Percentage of assets |
| Devin Rainone | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| Gregory Johnson | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| Allison Hershey | Fruitful | Philidelphia | CFP | Percentage of assets, Ongoing planning fee |
| David Gradzki | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Desiree Fisher | WealthMore | Philadelphia | CFP | Ongoing planning fee |
| Kevin Cooke | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Martin Moyers | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Peter Gaertner | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Robert Hofmann | Roffman Miller Wealth Management | Phialdelphia | CFP | Percentage of assets |
| Robert Riegen | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Tanya Frias | WealthMore | Philadelphia | CFP | Ongoing planning fee |
| Julie Purcell | Wissahickon Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Samantha Silberstein | Chicory Wealth | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Tony Tran | Wissahickon Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Andrew Damico | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Gerard Guertin | Roffman Miller Wealth Management | Philadelphia | ChFC | Percentage of assets |
| Irene Giman | RTD Financial Advisors Inc. | Philadelphia | BA, CFA, CFP, MBA | Percentage of assets, Fixed fees |
| Mark Frombach | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Paulette Greenwell | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| William March | Spring City Partners | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Matthew Ramer | MOR Wealth Management | Philadelphia | Not listed | Percentage of assets, Hourly |
| Brandon Labbe | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Cole Hofmann | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Cory Falade | WealthMore | Philadelphia | Not listed | Ongoing planning fee |
| Earl Miller | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Francisco Agrest | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| James White | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Jerry Bell | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Kevin Matthews | WealthMore | Philadelphia | Not listed | Ongoing planning fee |
| Lori Hartman | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Michael Fothergill | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Nolan Lenaghan | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Robert Miller | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Ryan Crooks | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Susan Arnold | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Victor Haghani | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Andrew Tudor | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Hourly |
| Brent Zacok | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
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