# Financial advisors for family wealth transfer in Pennsylvania > For family wealth transfer in Pennsylvania, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include David Lafferty of Wescott Financial Advisory Group LLC, James Hemphill of TGS Financial Advisors and Michael Garry of Yardley Wealth Management, LLC. Page: https://find.wellspent.co/specialties/family-wealth-transfer/pennsylvania/ 242 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 passing wealth to the next generation in Pennsylvania? For family wealth transfer in Pennsylvania, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include David Lafferty of Wescott Financial Advisory Group LLC, James Hemphill of TGS Financial Advisors and Michael Garry of Yardley Wealth Management, LLC. - [David Lafferty](https://find.wellspent.co/advisors/david-lafferty/), Wescott Financial Advisory Group LLC, Philadelphia. Holds the CFP and JD. Fees on file: percentage of assets. - [James Hemphill](https://find.wellspent.co/advisors/james-hemphill/), TGS Financial Advisors, Radnor. Holds the CFP and CPWA. Fees on file: percentage of assets, fixed fees. - [Michael Garry](https://find.wellspent.co/advisors/michael-garry/), Yardley Wealth Management, LLC, Yardley. Holds the CFP and JD. Fees on file: percentage of assets, fixed fees. - [David Emery](https://find.wellspent.co/advisors/david-emery/), Waverly Advisors, LLC, Philadelphia. Holds the CFP and CPA. Fees on file: percentage of assets, hourly. - [Blake Curle](https://find.wellspent.co/advisors/blake-curle/), Gibson Capital, Wexford. Holds the CFP. Fees on file: percentage of assets. - [Peter Eberhart](https://find.wellspent.co/advisors/peter-eberhart/), Henry H. Armstrong Associates, Pittsburgh. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Pennsylvania work on family wealth transfer? The Wellspent public graph lists 242 fee-only advisors for family wealth transfer in Pennsylvania, at 62 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Pennsylvania located? Of the 242 fee-only advisors for family wealth transfer in Pennsylvania, 24 are in Philadelphia, followed by 22 in West Conshohocken and 19 in Pittsburgh. ## How do fee-only advisors for family wealth transfer in Pennsylvania charge? The most common fee among fee-only advisors for family wealth transfer in Pennsylvania is a percentage of assets, used by 99% of the 242 with fees on file. Many use more than one: 64% charge fixed fees and 29% 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 family wealth transfer have? For family wealth transfer, look for the CFP and JD. In Pennsylvania, 37% of the 242 advisors listed hold the CFP. - CFP (37% of advisors listed): The CFP covers gifting, trusts, and the wider plan. - JD (1% of advisors listed): A law degree helps with trusts and family agreements. ## How do Pennsylvania advisors for family wealth transfer compare with the rest of the US? 29% of fee-only advisors for family wealth transfer in Pennsylvania charge by the hour, compared with 43% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 passing wealth to the next generation in Pennsylvania? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - Who in my family would owe Pennsylvania's inheritance tax? ## How current is this list of fee-only advisors for family wealth transfer 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 | |---|---|---|---|---| | [David Lafferty](https://find.wellspent.co/advisors/david-lafferty.md) | Wescott Financial Advisory Group LLC | Philadelphia, Pennsylvania | CFP, MBA, JD, CAP, ChFC, LLM | Percentage of assets | | [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 | | [Michael Rausch](https://find.wellspent.co/advisors/michael-rausch.md) | North River Wealth Advisors | Pittsburgh, Pennsylvania | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee | | [Ben Schmid](https://find.wellspent.co/advisors/ben-schmid.md) | Ketwich Capital LLC | Malvern, Pennsylvania | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [James Hemphill](https://find.wellspent.co/advisors/james-hemphill.md) | TGS Financial Advisors | Radnor, Pennsylvania | CASL, CFP, ChFC, CIMA, CPWA, Retirement Management Advisor | Percentage of assets, Fixed fees | | [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 | | [Michael Garry](https://find.wellspent.co/advisors/michael-garry.md) | Yardley Wealth Management, LLC | Yardley, Pennsylvania | AIF, CFP, JD, MBA | Percentage of assets, Fixed fees | | [David Emery](https://find.wellspent.co/advisors/david-emery.md) | Waverly Advisors, LLC | Philadelphia, Pennsylvania | CDFA, CFP, CLU, CPA, CPA/PFS, MBA, AEP, CAP, MSFP, CKA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Abigail Schmid](https://find.wellspent.co/advisors/abigail-schmid.md) | Stone Pine Financial Partners | Media, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Andrew Herron](https://find.wellspent.co/advisors/andrew-herron.md) | Stone Pine Financial Partners | Media, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Anthony Carrino](https://find.wellspent.co/advisors/anthony-carrino.md) | Roble Belko & Company | Newtown, Pennsylvania | CFP, ChFC | 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 | | [Jacqueline Cannella](https://find.wellspent.co/advisors/jacqueline-cannella.md) | Roble Belko & Company | Sewickley, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Joe Ciliberti](https://find.wellspent.co/advisors/joe-ciliberti.md) | Thayer Partners, LLC | Wyndmoor , Pennsylvania | CFP | Percentage of assets | | [Kevin Manning](https://find.wellspent.co/advisors/kevin-manning.md) | Stone Pine Financial Partners | Media, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Mario Posteraro](https://find.wellspent.co/advisors/mario-posteraro.md) | Roble Belko & Company | Sewickley, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Mark Cecchini](https://find.wellspent.co/advisors/mark-cecchini.md) | Quadrant Capital | Center Valley, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer | | [Myriah Lipke](https://find.wellspent.co/advisors/myriah-lipke.md) | Stone Pine Financial Partners | Media, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Ryan Lacey](https://find.wellspent.co/advisors/ryan-lacey.md) | Roble Belko & Company | Sewickley, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Timothy Macarak](https://find.wellspent.co/advisors/timothy-macarak.md) | Members' Wealth | Media, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [William Belko](https://find.wellspent.co/advisors/william-belko.md) | Roble Belko & Company | Sewickley, Pennsylvania | CFP, CFA | Percentage of assets, Fixed fees | | [Allyson Mangine](https://find.wellspent.co/advisors/allyson-mangine.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Mallon](https://find.wellspent.co/advisors/christopher-mallon.md) | Pennsylvania Capital Management | Huntingdon Valley, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [David Ritrovato](https://find.wellspent.co/advisors/david-ritrovato.md) | Bluesphere Advisors | East Norriton, Pennsylvania | CFP | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [Irvin Schorsch](https://find.wellspent.co/advisors/irvin-schorsch.md) | Pennsylvania Capital Management | Huntingdon Valley, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Dane](https://find.wellspent.co/advisors/jonathan-dane.md) | Defiant Capital Group | Warrendale, Pennsylvania | CFP, CFA | Percentage of assets, Fixed fees, Performance-based fees | | [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 | | [Patrick Swift](https://find.wellspent.co/advisors/patrick-swift.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Peter Eberhart](https://find.wellspent.co/advisors/peter-eberhart.md) | Henry H. Armstrong Associates | Pittsburgh, Pennsylvania | CFP | Percentage of assets | | [Philip Matalucci](https://find.wellspent.co/advisors/philip-matalucci.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Sanjay Pawar](https://find.wellspent.co/advisors/sanjay-pawar.md) | Bluesphere Advisors | East Norriton, Pennsylvania | CFP, CFA | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [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 | | [Alison Dorsman](https://find.wellspent.co/advisors/alison-dorsman.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [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 | | [Blake Curle](https://find.wellspent.co/advisors/blake-curle.md) | Gibson Capital | Wexford, Pennsylvania | CFP, CFA | Percentage of assets | | [Brittany Kalsky](https://find.wellspent.co/advisors/brittany-kalsky.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Chad Hileman](https://find.wellspent.co/advisors/chad-hileman.md) | Gibson Capital | Wexford, Pennsylvania | CFP, CFA | Percentage of assets | | [Christopher Sidoni](https://find.wellspent.co/advisors/christopher-sidoni.md) | Gibson Capital | Wexford, Pennsylvania | CFP, CFA | Percentage of assets | | [Connor Knox](https://find.wellspent.co/advisors/connor-knox.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Dane Czaplicki](https://find.wellspent.co/advisors/dane-czaplicki.md) | Members' Wealth | Media, Pennsylvania | CFA | Percentage of assets, Fixed 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 | | [Dionna Poluch](https://find.wellspent.co/advisors/dionna-poluch.md) | Brandywine Oak Private Wealth | Kennett Square, Pennsylvania | CFP | Percentage of assets | | [Eric Demico](https://find.wellspent.co/advisors/eric-demico.md) | Gibson Capital | Wexford, Pennsylvania | CFP, CFA | Percentage of assets | | [Haley Schwartz](https://find.wellspent.co/advisors/haley-schwartz.md) | ARX Private Wealth | Lancaster, Pennsylvania | CFP | Percentage of assets, Hourly | | [Jackson Boyer](https://find.wellspent.co/advisors/jackson-boyer.md) | Kooman & Associates | Altoona, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [James Beenders](https://find.wellspent.co/advisors/james-beenders.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed 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 | Showing the first 50 of 242. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/pennsylvania/?page=2 ## 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) - [Retirees in Pennsylvania](https://find.wellspent.co/audiences/retirees/pennsylvania.md) - [Founders in Pennsylvania](https://find.wellspent.co/specialties/founders-pre-exit/pennsylvania.md) - [Pre-retirees in Pennsylvania](https://find.wellspent.co/audiences/pre-retirees/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).