Fee-only financial advisors in West Conshohocken, Pennsylvania
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Christopher Crooks Tower Bridge Advisors Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Richard Lawrence Lawrence Wealth Management Holds the CFA. Fees on file: percentage of assets.
- Ryan Kraus Sage Financial Group Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Gary Hess Baldwin Management Holds the CFA. Fees on file: percentage of assets.
- Elwyn Evans Miller Investment Management Holds the CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 35
- Firms
- 5
- Hold the CFP
- 29%
- Other credentials: CFA 31%
- How they charge (of 35 with fees on file): percentage of assets 100% · fixed fees 89% · performance-based fees 89%
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 West Conshohocken by what you need
- Retirement planning in Pennsylvania
- Tax planning in Pennsylvania
- Estate planning in Pennsylvania
- Family wealth transfer in Pennsylvania
- Retirees in Pennsylvania
- Founders in Pennsylvania
- Pre-retirees in Pennsylvania
- Executives in Pennsylvania
- Small business owners in Pennsylvania
- Ultra-high-net-worth families in Pennsylvania
Find an advisor in Pennsylvania by fee, assets, or credential
Questions about fee-only advisors in West Conshohocken
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.
All 35 advisors in West Conshohocken
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Adam Greene | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Alan Cohn | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Andrew Brown | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Benjamin Kogan | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Daphne Richards | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Jason Mardinly | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| John Sion | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Lucile Steitz | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Ross Cohn | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Gary Hess | Baldwin Management | West Conshohocken | CFA | Percentage of assets |
| Richard Lawrence | Lawrence Wealth Management | West Conshohocken | CFA | Percentage of assets |
| Daniel Hochbaum | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Joseph Gallagher | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Ryan Kraus | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| William Malloy | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| David Peppard | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Jared Quereau | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Brandon Baker | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| George Harris, III | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Karpel | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Mitchell Bednoff | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Ralph Cetrulo | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Stephen Cohn | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Elwyn Evans | Miller Investment Management | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Henry Miller | Miller Investment Management | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Clayton Parrett | Miller Investment Management | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Henry Miller | Miller Investment Management | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Timothy Letter | Miller Investment Management | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Christopher Crooks | Tower Bridge Advisors | West Conshohocken | CFP, CFA | Percentage of assets, Fixed fees |
| James Meyer | Tower Bridge Advisors | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Shawn Gallagher | Tower Bridge Advisors | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Christopher Gildea | Tower Bridge Advisors | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Daniel Rodan | Tower Bridge Advisors | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Michael Adams | Tower Bridge Advisors | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Thomas Blair | Tower Bridge Advisors | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
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