# Fee-only financial advisors in West Conshohocken, Pennsylvania > Start with a fee-only advisor in West Conshohocken whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Christopher Crooks of Tower Bridge Advisors, Richard Lawrence of Lawrence Wealth Management and Ryan Kraus of Sage Financial Group, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/pennsylvania/west-conshohocken/ 35 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 West Conshohocken? Start with a fee-only advisor in West Conshohocken whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Christopher Crooks of Tower Bridge Advisors, Richard Lawrence of Lawrence Wealth Management and Ryan Kraus of Sage Financial Group, chosen for their credentials and fees on file. ## How many fee-only advisors in West Conshohocken are there? The Wellspent public graph lists 35 fee-only advisors in West Conshohocken, at 5 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in West Conshohocken focus on? The most common focus among fee-only advisors in West Conshohocken is tax planning (23), followed by ultra-high-net-worth families (23) and estate planning (22). Advisors can list more than one. ## How do fee-only advisors in West Conshohocken charge? All 35 fee-only advisors in West Conshohocken with fees on file charge a percentage of assets. Many use more than one: 89% charge fixed fees and 89% charge performance-based fees. ## 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 West Conshohocken hold the CFP? 29% of the 35 fee-only advisors in West Conshohocken 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 West Conshohocken? 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 | |---|---|---|---|---| | [Adam Greene](https://find.wellspent.co/advisors/adam-greene.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Alan Cohn](https://find.wellspent.co/advisors/alan-cohn.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Andrew Brown](https://find.wellspent.co/advisors/andrew-brown.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Benjamin Kogan](https://find.wellspent.co/advisors/benjamin-kogan.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Daphne Richards](https://find.wellspent.co/advisors/daphne-richards.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Jason Mardinly](https://find.wellspent.co/advisors/jason-mardinly.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [John Sion](https://find.wellspent.co/advisors/john-sion.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Lucile Steitz](https://find.wellspent.co/advisors/lucile-steitz.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Ross Cohn](https://find.wellspent.co/advisors/ross-cohn.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Gary Hess](https://find.wellspent.co/advisors/gary-hess.md) | Baldwin Management | West Conshohocken, Pennsylvania | CFA | Percentage of assets | | [Richard Lawrence](https://find.wellspent.co/advisors/richard-lawrence.md) | Lawrence Wealth Management | West Conshohocken, Pennsylvania | CFA | Percentage of assets | | [Daniel Hochbaum](https://find.wellspent.co/advisors/daniel-hochbaum.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Joseph Gallagher](https://find.wellspent.co/advisors/joseph-gallagher.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Ryan Kraus](https://find.wellspent.co/advisors/ryan-kraus.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [William Malloy](https://find.wellspent.co/advisors/william-malloy.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [David Peppard](https://find.wellspent.co/advisors/david-peppard.md) | Baldwin Management | West Conshohocken, Pennsylvania | | Percentage of assets | | [Jared Quereau](https://find.wellspent.co/advisors/jared-quereau.md) | Baldwin Management | West Conshohocken, Pennsylvania | | Percentage of assets | | [Brandon Baker](https://find.wellspent.co/advisors/brandon-baker.md) | Sage Financial Group | West Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees, Performance-based fees | | [George Harris, III](https://find.wellspent.co/advisors/george-harris-iii.md) | Sage Financial Group | West Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees, Performance-based fees | | [Jeffrey Karpel](https://find.wellspent.co/advisors/jeffrey-karpel.md) | Sage Financial Group | West Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees, Performance-based fees | | [Mitchell Bednoff](https://find.wellspent.co/advisors/mitchell-bednoff.md) | Sage Financial Group | West Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees, Performance-based fees | | [Ralph Cetrulo](https://find.wellspent.co/advisors/ralph-cetrulo.md) | Sage Financial Group | West Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees, Performance-based fees | | [Stephen Cohn](https://find.wellspent.co/advisors/stephen-cohn.md) | Sage Financial Group | West Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees, Performance-based fees | | [Elwyn Evans](https://find.wellspent.co/advisors/elwyn-evans.md) | Miller Investment Management | West Conshohocken, Pennsylvania | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Henry Miller](https://find.wellspent.co/advisors/henry-miller.md) | Miller Investment Management | West Conshohocken, Pennsylvania | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Clayton Parrett](https://find.wellspent.co/advisors/clayton-parrett.md) | Miller Investment Management | West Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees, Performance-based fees | | [Henry Miller](https://find.wellspent.co/advisors/henry-miller-6701182.md) | Miller Investment Management | West Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees, Performance-based fees | | [Timothy Letter](https://find.wellspent.co/advisors/timothy-letter.md) | Miller Investment Management | West Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Crooks](https://find.wellspent.co/advisors/christopher-crooks.md) | Tower Bridge Advisors | West Conshohocken, Pennsylvania | CFP, CFA | Percentage of assets, Fixed fees, Performance-based fees | | [James Meyer](https://find.wellspent.co/advisors/james-meyer.md) | Tower Bridge Advisors | West Conshohocken, Pennsylvania | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Shawn Gallagher](https://find.wellspent.co/advisors/shawn-gallagher.md) | Tower Bridge Advisors | West Conshohocken, Pennsylvania | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Gildea](https://find.wellspent.co/advisors/christopher-gildea.md) | Tower Bridge Advisors | West Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees, Performance-based fees | | [Daniel Rodan](https://find.wellspent.co/advisors/daniel-rodan.md) | Tower Bridge Advisors | West Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees, Performance-based fees | | [Michael Adams](https://find.wellspent.co/advisors/michael-adams.md) | Tower Bridge Advisors | West Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees, Performance-based fees | | [Thomas Blair](https://find.wellspent.co/advisors/thomas-blair.md) | Tower Bridge Advisors | West Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees, Performance-based 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).