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Fee-only financial advisors in Wayne, Pennsylvania

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.

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Where to start

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

  • Sara Turner Aurdan Capital Management Holds the CFP. Fees on file: percentage of assets, fixed fees.
  • Joslyn Ewart Entrust Financial Holds the CFP. Fees on file: percentage of assets, hourly.
  • Brooke Bees Wick Capital Partners Holds the CFP. Fees on file: percentage of assets, fixed fees.
  • Jose Flores Sanchez Enduro Capital Partners Holds the CFA. Fees on file: percentage of assets.
  • Jake Murphy TrueClarity Wealth Fees on file: one-time planning fee, subscription.
  • Kent Addis Addis & Hill, Inc. Fees on file: percentage of assets, ongoing planning fee.

By the numbers

Advisors listed
27
Firms
8
Hold the CFP
37%
  • Other credentials: CFA 22%
  • How they charge (of 27 with fees on file): percentage of assets 96% · fixed fees 63% · hourly 19% · ongoing planning fee 4%

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 Wayne by what you need

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

Questions about fee-only advisors in Wayne

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.

All 27 advisors in Wayne

Fee-only advisors in Wayne, Pennsylvania: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Kent Addis Addis & Hill, Inc. Wayne BS Percentage of assets, Ongoing planning fee
Andrew Bucksner Wick Capital Partners Wayne CFP Percentage of assets, Fixed fees
Brooke Bees Wick Capital Partners Wayne CFP Percentage of assets, Fixed fees
David Clark Wick Capital Partners Wayne CFP Percentage of assets, Fixed fees
Joseph Dimaio Wick Capital Partners Wayne CFP Percentage of assets, Fixed fees
Stephen Paul Wick Capital Partners Wayne CFP Percentage of assets, Fixed fees
Andrew Sachais Wick Capital Partners Wayne CFA Percentage of assets, Fixed fees
Jake Murphy Helping busy med professionals reduce taxes and pay off debt faster without burning out. TrueClarity Wealth Wayne Not listed One-time planning fee, Subscription
Sara Turner Aurdan Capital Management Wayne CFP Percentage of assets, Fixed fees
Thomas Huber Wick Capital Partners Wayne CFA Percentage of assets, Fixed fees
Christopher Topolewski Wick Capital Partners Wayne Not listed Percentage of assets, Fixed fees
Cortright Wetherill Wick Capital Partners Wayne Not listed Percentage of assets, Fixed fees
David Pankiw CUBIC Advisors Wayne Not listed Percentage of assets
Eric Hildenbrand Aurdan Capital Management Wayne CFA Percentage of assets, Fixed fees
John Slater CUBIC Advisors Wayne Not listed Percentage of assets
Mark Feldser Wick Capital Partners Wayne Not listed Percentage of assets, Fixed fees
Matthew Barr Wick Capital Partners Wayne Not listed Percentage of assets, Fixed fees
Zachary Hamm-Phipps Aurdan Capital Management Wayne CFA Percentage of assets, Fixed fees
Jennifer Bravo Entrust Financial Wayne CFP Percentage of assets, Hourly
Joseph Martinez Entrust Financial Wayne CFP Percentage of assets, Hourly
Joslyn Ewart Entrust Financial Wayne CFP Percentage of assets, Hourly
McKenzie Frankel Entrust Financial Wayne CFP Percentage of assets, Hourly
Jay Llewelyn Entrust Financial Wayne CFA Percentage of assets, Hourly
Jose Flores Sanchez Enduro Capital Partners Wayne CFA Percentage of assets
Flynn Ryan Addis & Hill Wayne Not listed Percentage of assets, Fixed fees
Justin Hill Addis & Hill Wayne Not listed Percentage of assets, Fixed fees
Kelly Bashore Addis & Hill Wayne Not listed Percentage of assets, Fixed fees

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