# Financial advisors for equity compensation in Pennsylvania > For equity compensation in Pennsylvania, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Bobby Cremins of Metanoia Financial, Mike Henzes of Open Wealth Network and Jaco Jordaan of Riverchase Wealth Management. Page: https://find.wellspent.co/specialties/equity-compensation/pennsylvania/ 48 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about equity compensation in Pennsylvania? For equity compensation in Pennsylvania, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Bobby Cremins of Metanoia Financial, Mike Henzes of Open Wealth Network and Jaco Jordaan of Riverchase Wealth Management. - [Bobby Cremins](https://find.wellspent.co/advisors/bobby-cremins/), Metanoia Financial, Philadelphia. Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee. - [Mike Henzes](https://find.wellspent.co/advisors/mike-henzes/), Open Wealth Network, Pottstown. Holds the EA and CFP. Fees on file: flat fee or retainer. - [Jaco Jordaan](https://find.wellspent.co/advisors/jaco-jordaan/), Riverchase Wealth Management, Upper St. Clair. Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees. - [Mark Cecchini](https://find.wellspent.co/advisors/mark-cecchini/), Quadrant Capital, Center Valley. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Brad Heindel](https://find.wellspent.co/advisors/brad-heindel/), 46 Peaks Investment Advisory Group, Newtown. Holds the CFP. Fees on file: ongoing planning fee. - [Caleb Bogia-Curles](https://find.wellspent.co/advisors/caleb-bogia-curles/), Focused Founders Wealth Planning, MOUNT JOY. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. ## How many fee-only financial advisors in Pennsylvania work on equity compensation? The Wellspent public graph lists 48 fee-only advisors for equity compensation in Pennsylvania, at 19 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for equity compensation in Pennsylvania located? Of the 48 fee-only advisors for equity compensation in Pennsylvania, 11 are in Blue Bell, followed by 9 in Kennett Square and 7 in Philadelphia. ## How do fee-only advisors for equity compensation in Pennsylvania charge? The most common fee among fee-only advisors for equity compensation in Pennsylvania is a percentage of assets, used by 90% of the 48 with fees on file. Many use more than one: 27% charge fixed fees and 25% 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 much does a one-time financial plan cost in Pennsylvania? A one-time financial plan from a fee-only firm in Pennsylvania has a median price of $1,695. We found this across the published prices of 27 Pennsylvania firms. ## What credentials should a financial advisor for equity compensation have? For equity compensation, look for the EA, CFP and CFA. In Pennsylvania, 58% of the 48 advisors listed hold the CFP. - EA (2% of advisors listed): Enrolled agents are licensed to represent taxpayers, which matters for AMT and withholding gaps. - CFP (58% of advisors listed): The CFP covers the full plan the grants have to fit into. - CFA (8% of advisors listed): The CFA helps with concentrated stock and diversification. ## How do Pennsylvania advisors for equity compensation compare with the rest of the US? 25% of fee-only advisors for equity compensation in Pennsylvania charge by the hour, compared with 39% of the 1,349 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What happens to stock pay if you move to or from Pennsylvania? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Pennsylvania can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor about equity compensation in Pennsylvania? - How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)? - How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate? - If I hold ISOs, how do you model AMT before I exercise? - What's your plan for reducing my company stock, and how would you time the sales? - How do you account for local income tax where I live and work? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for equity compensation in Pennsylvania? 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 | |---|---|---|---|---| | [Bobby Cremins](https://find.wellspent.co/advisors/bobby-cremins.md) | Metanoia Financial | Philadelphia, Pennsylvania | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Dominic Corabi](https://find.wellspent.co/advisors/dominic-corabi.md) | Wedmont Private Capital | West Chester, Pennsylvania | CFP, MBA | Flat fee or retainer, Ongoing planning fee | | [Ryan Greiser](https://find.wellspent.co/advisors/ryan-greiser.md) | Opulus, LLC | Doylestown, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Chelsea Ransom-Cooper](https://find.wellspent.co/advisors/chelsea-ransom-cooper.md) | Zenith Wealth Partners | Philadelphia, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Ian Wild](https://find.wellspent.co/advisors/ian-wild.md) | All-Pro Advisors LLC | Gibsonia, Pennsylvania | CFP | Percentage of assets | | [Mike Henzes](https://find.wellspent.co/advisors/mike-henzes.md) | Open Wealth Network | Pottstown, Pennsylvania | CFP, EA, MBA | Flat fee or retainer | | [Caleb Bogia-Curles](https://find.wellspent.co/advisors/caleb-bogia-curles.md) | Focused Founders Wealth Planning | MOUNT JOY, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly | | [Jaco Jordaan](https://find.wellspent.co/advisors/jaco-jordaan.md) | Riverchase Wealth Management | Upper St. Clair, Pennsylvania | CFP, ChFC, CFA | Percentage of assets, Fixed fees | | [Guilian DiLeonardo](https://find.wellspent.co/advisors/guilian-dileonardo.md) | Liberty One Wealth Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer | | [Joe Ciliberti](https://find.wellspent.co/advisors/joe-ciliberti.md) | Thayer Partners, LLC | Wyndmoor , Pennsylvania | CFP | Percentage of assets | | [Mark Cecchini](https://find.wellspent.co/advisors/mark-cecchini.md) | Quadrant Capital | Center Valley, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer | | [Allyson Mangine](https://find.wellspent.co/advisors/allyson-mangine.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Bruce Ohrenich](https://find.wellspent.co/advisors/bruce-ohrenich.md) | Stillwater Private Wealth | Allenton, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer | | [Joseph Purcell](https://find.wellspent.co/advisors/joseph-purcell.md) | Wissahickon Wealth Management | Philadelphia, Pennsylvania | CFP | Percentage of assets | | [Maria Kelly](https://find.wellspent.co/advisors/maria-kelly.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Ohrenich](https://find.wellspent.co/advisors/matthew-ohrenich.md) | Stillwater Private Wealth | Allenton, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer | | [Patrick Swift](https://find.wellspent.co/advisors/patrick-swift.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Philip Matalucci](https://find.wellspent.co/advisors/philip-matalucci.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Alison Dorsman](https://find.wellspent.co/advisors/alison-dorsman.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Brittany Kalsky](https://find.wellspent.co/advisors/brittany-kalsky.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Connor Knox](https://find.wellspent.co/advisors/connor-knox.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Dionna Poluch](https://find.wellspent.co/advisors/dionna-poluch.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Mark Jackson](https://find.wellspent.co/advisors/mark-jackson.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Michael Henley](https://find.wellspent.co/advisors/michael-henley.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Tracy McGuire](https://find.wellspent.co/advisors/tracy-mcguire.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Matthew Liebman](https://find.wellspent.co/advisors/matthew-liebman.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFA | Percentage of assets, Hourly, Fixed fees | | [Brad Heindel](https://find.wellspent.co/advisors/brad-heindel.md) | 46 Peaks Investment Advisory Group | Newtown, Pennsylvania | CFP | Ongoing planning fee | | [Erik Mosholt](https://find.wellspent.co/advisors/erik-mosholt.md) | 46 Peaks Investment Advisory Group | Newtown, Pennsylvania | CFP | Ongoing planning fee | | [Louis Fancher](https://find.wellspent.co/advisors/louis-fancher.md) | 46 Peaks Investment Advisory Group | Newtown, Pennsylvania | CFP, ChFC | Ongoing planning fee | | [Peter Kim](https://find.wellspent.co/advisors/peter-kim.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFA | Percentage of assets | | [Aaron Marks](https://find.wellspent.co/advisors/aaron-marks.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Charles Davis](https://find.wellspent.co/advisors/charles-davis-6916220.md) | Hapanowicz | Pittsburgh, Pennsylvania | | Percentage of assets | | [Christina Simmonds](https://find.wellspent.co/advisors/christina-simmonds.md) | Hapanowicz | Pittsburgh, Pennsylvania | | Percentage of assets | | [Dante Sienko](https://find.wellspent.co/advisors/dante-sienko.md) | Hapanowicz | Pittsburgh, Pennsylvania | | Percentage of assets | | [Eric Forsythe](https://find.wellspent.co/advisors/eric-forsythe.md) | Hapanowicz | Pittsburgh, Pennsylvania | | Percentage of assets | | [Jacob Siani](https://find.wellspent.co/advisors/jacob-siani.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Kline](https://find.wellspent.co/advisors/jonathan-kline.md) | Lakewood Financial Group | Tafton, Pennsylvania | | Percentage of assets | | [Julie Purcell](https://find.wellspent.co/advisors/julie-purcell.md) | Wissahickon Wealth Management | Philadelphia, Pennsylvania | | Percentage of assets | | [Michelle Czarnecki](https://find.wellspent.co/advisors/michelle-czarnecki.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Monica Lanzilotta](https://find.wellspent.co/advisors/monica-lanzilotta.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Robert Hapanowicz](https://find.wellspent.co/advisors/robert-hapanowicz-1635067.md) | Hapanowicz | Pittsburgh, Pennsylvania | | Percentage of assets | | [Robert Hapanowicz](https://find.wellspent.co/advisors/robert-hapanowicz.md) | Hapanowicz | Pittsburgh, Pennsylvania | | Percentage of assets | | [Samuel Liebman](https://find.wellspent.co/advisors/samuel-liebman.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Sean Green](https://find.wellspent.co/advisors/sean-green.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Seth Bittner](https://find.wellspent.co/advisors/seth-bittner.md) | Stillwater Private Wealth | Allentown, Pennsylvania | | Percentage of assets, Flat fee or retainer | | [Tony Tran](https://find.wellspent.co/advisors/tony-tran.md) | Wissahickon Wealth Management | Philadelphia, Pennsylvania | | Percentage of assets | | [Steve Maconi](https://find.wellspent.co/advisors/steve-maconi.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | | Percentage of assets | | [William March](https://find.wellspent.co/advisors/william-march.md) | Spring City Partners | Philadelphia, Pennsylvania | | Percentage of assets, Fixed fees | ## Related - [Retirement planning in Pennsylvania](https://find.wellspent.co/specialties/retirement-planning/pennsylvania.md) - [Tax planning in Pennsylvania](https://find.wellspent.co/specialties/tax-planning/pennsylvania.md) - [Estate planning in Pennsylvania](https://find.wellspent.co/specialties/estate-planning/pennsylvania.md) - [Family wealth transfer in Pennsylvania](https://find.wellspent.co/specialties/family-wealth-transfer/pennsylvania.md) - [Retirees in Pennsylvania](https://find.wellspent.co/audiences/retirees/pennsylvania.md) - [Founders in Pennsylvania](https://find.wellspent.co/specialties/founders-pre-exit/pennsylvania.md) ## 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).