# Fee-only financial advisors in Wayne, Pennsylvania > Start with a fee-only advisor in Wayne whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Sara Turner of Aurdan Capital Management, Joslyn Ewart of Entrust Financial and Brooke Bees of Wick Capital Partners, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/pennsylvania/wayne/ 27 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 Wayne? Start with a fee-only advisor in Wayne whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Sara Turner of Aurdan Capital Management, Joslyn Ewart of Entrust Financial and Brooke Bees of Wick Capital Partners, chosen for their credentials and fees on file. ## How many fee-only advisors in Wayne are there? The Wellspent public graph lists 27 fee-only advisors in Wayne, at 8 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Wayne focus on? The most common focus among fee-only advisors in Wayne is family wealth transfer (14), followed by estate planning (13) and tax planning (12). Advisors can list more than one. ## How do fee-only advisors in Wayne charge? The most common fee among fee-only advisors in Wayne is a percentage of assets, used by 96% of the 27 with fees on file. Many use more than one: 63% charge fixed fees and 19% 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 Wayne hold the CFP? 37% of the 27 fee-only advisors in Wayne 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 Wayne? 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 | |---|---|---|---|---| | [Kent Addis](https://find.wellspent.co/advisors/kent-addis.md) | Addis & Hill, Inc. | Wayne, Pennsylvania | BS | Percentage of assets, Ongoing planning fee | | [Andrew Bucksner](https://find.wellspent.co/advisors/andrew-bucksner.md) | Wick Capital Partners | Wayne, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Brooke Bees](https://find.wellspent.co/advisors/brooke-bees.md) | Wick Capital Partners | Wayne, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [David Clark](https://find.wellspent.co/advisors/david-clark.md) | Wick Capital Partners | Wayne, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Joseph Dimaio](https://find.wellspent.co/advisors/joseph-dimaio.md) | Wick Capital Partners | Wayne, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Stephen Paul](https://find.wellspent.co/advisors/stephen-paul.md) | Wick Capital Partners | Wayne, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Andrew Sachais](https://find.wellspent.co/advisors/andrew-sachais.md) | Wick Capital Partners | Wayne, Pennsylvania | CFA | Percentage of assets, Fixed fees | | [Jake Murphy](https://find.wellspent.co/advisors/jake-murphy.md) | TrueClarity Wealth | Wayne, Pennsylvania | | One-time planning fee, Subscription | | [Sara Turner](https://find.wellspent.co/advisors/sara-turner.md) | Aurdan Capital Management | Wayne, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Thomas Huber](https://find.wellspent.co/advisors/thomas-huber.md) | Wick Capital Partners | Wayne, Pennsylvania | CFA | Percentage of assets, Fixed fees | | [Christopher Topolewski](https://find.wellspent.co/advisors/christopher-topolewski.md) | Wick Capital Partners | Wayne, Pennsylvania | | Percentage of assets, Fixed fees | | [Cortright Wetherill](https://find.wellspent.co/advisors/cortright-wetherill.md) | Wick Capital Partners | Wayne, Pennsylvania | | Percentage of assets, Fixed fees | | [David Pankiw](https://find.wellspent.co/advisors/david-pankiw.md) | CUBIC Advisors | Wayne, Pennsylvania | | Percentage of assets | | [Eric Hildenbrand](https://find.wellspent.co/advisors/eric-hildenbrand.md) | Aurdan Capital Management | Wayne, Pennsylvania | CFA | Percentage of assets, Fixed fees | | [John Slater](https://find.wellspent.co/advisors/john-slater.md) | CUBIC Advisors | Wayne, Pennsylvania | | Percentage of assets | | [Mark Feldser](https://find.wellspent.co/advisors/mark-feldser.md) | Wick Capital Partners | Wayne, Pennsylvania | | Percentage of assets, Fixed fees | | [Matthew Barr](https://find.wellspent.co/advisors/matthew-barr.md) | Wick Capital Partners | Wayne, Pennsylvania | | Percentage of assets, Fixed fees | | [Zachary Hamm-Phipps](https://find.wellspent.co/advisors/zachary-hamm-phipps.md) | Aurdan Capital Management | Wayne, Pennsylvania | CFA | Percentage of assets, Fixed fees | | [Jennifer Bravo](https://find.wellspent.co/advisors/jennifer-bravo.md) | Entrust Financial | Wayne, Pennsylvania | CFP | Percentage of assets, Hourly | | [Joseph Martinez](https://find.wellspent.co/advisors/joseph-martinez.md) | Entrust Financial | Wayne, Pennsylvania | CFP | Percentage of assets, Hourly | | [Joslyn Ewart](https://find.wellspent.co/advisors/joslyn-ewart.md) | Entrust Financial | Wayne, Pennsylvania | CFP | Percentage of assets, Hourly | | [McKenzie Frankel](https://find.wellspent.co/advisors/mckenzie-frankel.md) | Entrust Financial | Wayne, Pennsylvania | CFP | Percentage of assets, Hourly | | [Jay Llewelyn](https://find.wellspent.co/advisors/jay-llewelyn.md) | Entrust Financial | Wayne, Pennsylvania | CFA | Percentage of assets, Hourly | | [Jose Flores Sanchez](https://find.wellspent.co/advisors/jose-flores-sanchez.md) | Enduro Capital Partners | Wayne, Pennsylvania | CFA | Percentage of assets | | [Flynn Ryan](https://find.wellspent.co/advisors/flynn-ryan.md) | Addis & Hill | Wayne, Pennsylvania | | Percentage of assets, Fixed fees | | [Justin Hill](https://find.wellspent.co/advisors/justin-hill.md) | Addis & Hill | Wayne, Pennsylvania | | Percentage of assets, Fixed fees | | [Kelly Bashore](https://find.wellspent.co/advisors/kelly-bashore.md) | Addis & Hill | Wayne, Pennsylvania | | Percentage of assets, 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).