Financial advisors for equity compensation in Pennsylvania

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.

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.

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.

See every fee-only advisor fee in Pennsylvania

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.

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?

1. How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)?
2. How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate?
3. If I hold ISOs, how do you model AMT before I exercise?
4. What's your plan for reducing my company stock, and how would you time the sales?
5. How do you account for local income tax where I live and work?
6. 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.