Financial advisors for family wealth transfer in Philadelphia, Pennsylvania
Which financial advisor should I talk to about passing wealth to the next generation in Philadelphia?
For family wealth transfer in Philadelphia, 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, David Emery of Waverly Advisors, LLC and Guilian DiLeonardo of Liberty One Wealth Advisors.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- David Lafferty Wescott Financial Advisory Group LLC, Philadelphia City Holds the CFP and JD. Fees on file: percentage of assets.
- David Emery Waverly Advisors, LLC, Philadelphia City Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Guilian DiLeonardo Liberty One Wealth Advisors, Philadelphia City Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Devin Rainone MOR Wealth Management, Philadelphia City Holds the CFP. Fees on file: percentage of assets, hourly.
- David Gradzki Roffman Miller Wealth Management, Philadelphia City Holds the CFP. Fees on file: percentage of assets.
- Joseph Purcell Wissahickon Wealth Management, Philadelphia City Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Philadelphia work on family wealth transfer?
The Wellspent public graph lists 25 fee-only advisors for family wealth transfer in Philadelphia, at 6 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for family wealth transfer in Philadelphia charge?
The most common fee among fee-only advisors for family wealth transfer in Philadelphia is a percentage of assets, used by 100% of the 25 with fees on file. Many use more than one: 16% charge by the hour and 16% charge fixed 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 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, CPA and JD. In Philadelphia, 48% of the 25 advisors listed hold the CFP.
- CFP48% in Philadelphia
- The CFP covers gifting, trusts, and the wider plan.
- CPA4% in Philadelphia
- CPAs handle gift tax returns and estate calculations.
- JD4% in Philadelphia
- A law degree helps with trusts and family agreements.
How do Philadelphia advisors for family wealth transfer compare with the rest of the US?
16% of fee-only advisors for family wealth transfer in Philadelphia charge fixed fees, compared with 62% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Philadelphia. Light bars are all US advisors for family wealth transfer.
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 Philadelphia?
- 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 Philadelphia?
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 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| David Lafferty | Wescott Financial Advisory Group LLC | Philadelphia | CFP, MBA, JD, CAP | Percentage of assets |
| David Emery | Waverly Advisors, LLC | Philadelphia | CDFA, CFP, CLU, CPA | Percentage of assets, Hourly |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Joseph Purcell | Wissahickon Wealth Management | Philadelphia | CFP | Percentage of assets |
| Devin Rainone | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| Gregory Johnson | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| David Gradzki | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Kevin Cooke | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Martin Moyers | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Peter Gaertner | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Robert Hofmann | Roffman Miller Wealth Management | Phialdelphia | CFP | Percentage of assets |
| Robert Riegen | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Julie Purcell | Wissahickon Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Tony Tran | Wissahickon Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Andrew Damico | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Gerard Guertin | Roffman Miller Wealth Management | Philadelphia | ChFC | Percentage of assets |
| Mark Frombach | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Paulette Greenwell | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Matthew Ramer | MOR Wealth Management | Philadelphia | Not listed | Percentage of assets, Hourly |
| Cole Hofmann | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Earl Miller | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Lori Hartman | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Robert Miller | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Ryan Crooks | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Susan Arnold | Roffman Miller Wealth Management | Philadelphia | Not listed | Percentage of assets |
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