Financial advisors for estate planning in Pennsylvania
Which financial advisor should I talk to about estate planning in Pennsylvania?
For estate planning in Pennsylvania, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Brandon Seibel of Oasis Wealth Planning Advisors, LLC, David Lafferty of Wescott Financial Advisory Group LLC and Alex Jankowski of Timeless Wealth, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Brandon Seibel Oasis Wealth Planning Advisors, LLC, Philadelphia Holds the CFP, JD and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- David Lafferty Wescott Financial Advisory Group LLC, Philadelphia Holds the CFP and JD. Fees on file: percentage of assets.
- Alex Jankowski Timeless Wealth, LLC, Phoenixville Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Matthew Ohrenich Stillwater Private Wealth, Allenton Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Jeffrey Mastronardo Financial Coach Group, West Chester Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Brittany Kalsky Brandywine Oak Private Wealth, Kennett Square Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Pennsylvania work on estate planning?
The Wellspent public graph lists 257 fee-only advisors for estate planning in Pennsylvania, at 89 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Pennsylvania located?
Of the 257 fee-only advisors for estate planning in Pennsylvania, 22 are in West Conshohocken, followed by 14 in Blue Bell and 14 in Pittsburgh.
Plus 180 in other cities.
How do fee-only advisors for estate planning in Pennsylvania charge?
The most common fee among fee-only advisors for estate planning in Pennsylvania is a percentage of assets, used by 94% of the 257 with fees on file. Many use more than one: 67% charge fixed fees and 34% 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 estate planning have?
For estate planning, look for the CFP, JD and CPA. In Pennsylvania, 45% of the 257 advisors listed hold the CFP.
- CFP45% in Pennsylvania
- The CFP includes estate planning and keeps it tied to the whole plan.
- JD1% in Pennsylvania
- A law degree helps a planner read trusts and documents closely.
- CPA1% in Pennsylvania
- CPAs help with estate and gift tax filings.
How do Pennsylvania advisors for estate planning compare with the rest of the US?
67% of fee-only advisors for estate planning in Pennsylvania charge fixed fees, compared with 54% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Pennsylvania. Light bars are all US advisors for estate planning.
Does Pennsylvania have an inheritance tax?
Yes. Pennsylvania has an inheritance tax, which falls on some heirs rather than on the estate.
What should I ask a financial advisor about estate planning in Pennsylvania?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- Who in my family would owe Pennsylvania's inheritance tax?
How current is this list of fee-only advisors for estate planning 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.
All 257 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Alan Rhode | Modern Wealth | Blue Bell | CFP, RLP, CPWA | Percentage of assets |
| Bobby Cremins | Metanoia Financial | Philadelphia | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Dave Rowan | Rowan Financial LLC | Bethlehem | CFP, MBA | Percentage of assets, Flat fee or retainer |
| David Lafferty | Wescott Financial Advisory Group LLC | Philadelphia | CFP, MBA, JD, CAP | Percentage of assets |
| Dominic Corabi | Wedmont Private Capital | West Chester | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Michael Rausch | North River Wealth Advisors | Pittsburgh | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Ryan Greiser | Opulus, LLC | Doylestown | CFP | Percentage of assets, Flat fee or retainer |
| Brandon Seibel | Oasis Wealth Planning Advisors, LLC | Philadelphia | CFP, CPA, JD, LLM | Flat fee or retainer, Ongoing planning fee |
| Dillon Kenniston | REWealth Financial Planning | Sinking Spring | CFP | Ongoing planning fee, Flat fee or retainer |
| Ryan Langan | Your Path Fi, LLC | West Chester | CFP | Flat fee or retainer, Ongoing planning fee |
| Sean Dwyer | Overture Wealth Management LLC | Conshohocken | CFP, CFA, EA | Flat fee or retainer, Ongoing planning fee |
| Stephen Way | Setarcos Wealth Advisors LLC | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Steve Engle | Asbury Capital | Glen Mills | CFP | Percentage of assets, Flat fee or retainer |
| Jeffrey Mastronardo | Financial Coach Group | West Chester | CFP | One-time planning fee, Ongoing planning fee |
| Lew Christman | Christman Fiancial Advisors LLC | Macungie | CFP | Percentage of assets, Ongoing planning fee |
| Matthew Ramos | Mpower Wealth Management, LLC | Drexel Hill | CFP, MBA | Percentage of assets, Hourly |
| Mike Hartman | Hyperion Financial, LLC | Shillington | CFP, RICP | Ongoing planning fee |
| Mike Henzes | Open Wealth Network | Pottstown | CFP, EA, MBA | Flat fee or retainer |
| Alex Jankowski | Timeless Wealth, LLC | Phoenixville | CFP, CPA | Percentage of assets, Hourly |
| Scott Bown | AdviceOnly | Bethel Park | CFP, MBA | Hourly, Flat fee or retainer |
| Dennis O'Brien | Coastal Financial Advisors, Inc. | Philadelphia | BS, MS, RTRP | Flat fee or retainer, Hourly |
| R Brian Werner | Winthrop Partners | Doylestown | CFA, CFP | Percentage of assets |
| Ryan Kelly | Aries Financial Navigators | Lititz | AIF, CFP, CRPC, EA | Percentage of assets, Hourly |
| Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD | Focused Founders Wealth Planning | MOUNT JOY | CFP | Percentage of assets, Flat fee or retainer |
| Donald DeMuth | Mighty Oak Strong America Investment Company | Mechanicsburg | CFA, CHBC, CPA/PFS, MBA | Percentage of assets, Hourly |
| Jared Wilcox | Rodgers & Associates | Lancaster | CFP, MBA, RICP, ChFC | Percentage of assets |
| Amy Braun-Bostich | Braun-Bostich & Associates | Canonsburg | CFP | Percentage of assets, Fixed fees |
| Jaco Jordaan | Riverchase Wealth Management | Upper St. Clair | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Tammy Pompei | Braun-Bostich & Associates | Canonsburg | CFP | Percentage of assets, Fixed fees |
| Abigail Schmid | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Andrew Herron | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Anthony Carrino | Roble Belko & Company | Newtown | CFP, ChFC | Percentage of assets, Fixed fees |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Jacqueline Cannella | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| Kahlilah Dowe | TrueWealth Solutions | Radnor | CFP | Flat fee or retainer, One-time planning fee |
| Kevin Manning | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Mario Posteraro | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Myriah Lipke | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Nicholas Phelps | Nicholas H. Phelps, CFP® | State College | CFP | Flat fee or retainer, Hourly |
| Ryan Lacey | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Timothy Macarak | Members' Wealth | Media | CFP | Percentage of assets, Fixed fees |
| William Belko | Roble Belko & Company | Sewickley | CFP, CFA | Percentage of assets, Fixed fees |
| Allyson Mangine | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Bruce Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Mallon | Pennsylvania Capital Management | Huntingdon Valley | CFP | Percentage of assets, Hourly |
| David Ritrovato | Bluesphere Advisors | East Norriton | CFP | Flat fee or retainer, Ongoing planning fee |
| Irvin Schorsch | Pennsylvania Capital Management | Huntingdon Valley | CFP | Percentage of assets, Hourly |
| Jonathan Dane | Defiant Capital Group | Warrendale | CFP, CFA | Percentage of assets, Fixed fees |
| Joseph Purcell | Wissahickon Wealth Management | Philadelphia | CFP | Percentage of assets |
Want a shorter list for estate planning?
Tell us what you need and we'll narrow Pennsylvania's 257 advisors to the few who fit.
Get matched in 2 minutes