# Financial advisors for founders in Pennsylvania > For founders in Pennsylvania, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Jonathan Grebosky of Gibson Capital, James Holtzman of Legend Financial Advisors, Inc. and Michael Rausch of North River Wealth Advisors. Page: https://find.wellspent.co/specialties/founders-pre-exit/pennsylvania/ 126 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 as a founder in Pennsylvania? For founders in Pennsylvania, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Jonathan Grebosky of Gibson Capital, James Holtzman of Legend Financial Advisors, Inc. and Michael Rausch of North River Wealth Advisors. - [Jonathan Grebosky](https://find.wellspent.co/advisors/jonathan-grebosky/), Gibson Capital, Wexford. Holds the CFP and CFA. Fees on file: percentage of assets. - [James Holtzman](https://find.wellspent.co/advisors/james-holtzman/), Legend Financial Advisors, Inc., Pittsburgh. Holds the CPA and CFP. Fees on file: percentage of assets. - [Michael Rausch](https://find.wellspent.co/advisors/michael-rausch/), North River Wealth Advisors, Pittsburgh. Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee. - [Sanjay Pawar](https://find.wellspent.co/advisors/sanjay-pawar/), Bluesphere Advisors, East Norriton. Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee. - [Jonathan Dane](https://find.wellspent.co/advisors/jonathan-dane/), Defiant Capital Group, Warrendale. Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees. - [William Belko](https://find.wellspent.co/advisors/william-belko/), Roble Belko & Company, Sewickley. Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Pennsylvania work with founders? The Wellspent public graph lists 126 fee-only advisors for founders in Pennsylvania, at 48 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for founders in Pennsylvania located? Of the 126 fee-only advisors for founders in Pennsylvania, 12 are in Lancaster, followed by 8 in Plymouth Meeting and 7 in Sewickley. ## How do fee-only advisors for founders in Pennsylvania charge? The most common fee among fee-only advisors for founders in Pennsylvania is a percentage of assets, used by 98% of the 126 with fees on file. Many use more than one: 56% charge fixed fees and 40% 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 founders have? For founders, look for the CPA, CFP and CFA. In Pennsylvania, 40% of the 126 advisors listed hold the CFP. - CPA (1% of advisors listed): CPAs can model deal structure and the tax on proceeds. - CFP (40% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (16% of advisors listed): The CFA helps with investing a large sum at once. ## How do Pennsylvania advisors for founders compare with the rest of the US? 40% of fee-only advisors for founders in Pennsylvania charge by the hour, compared with 46% of the 3,000 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 as a founder in Pennsylvania? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - 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 founders 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 | |---|---|---|---|---| | [Alan Rhode](https://find.wellspent.co/advisors/alan-rhode.md) | Modern Wealth | Blue Bell, Pennsylvania | CFP, RLP, CPWA | Percentage of assets | | [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 | | [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 | | [Steve Engle](https://find.wellspent.co/advisors/steve-engle.md) | Asbury Capital | Glen Mills, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time 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 | | [Dennis O'Brien](https://find.wellspent.co/advisors/dennis-obrien.md) | Coastal Financial Advisors, Inc. | Philadelphia, Pennsylvania | BS, MS, RTRP | Flat fee or retainer, Hourly, Ongoing planning fee | | [Zak Lutz](https://find.wellspent.co/advisors/zak-lutz.md) | LifeGuide Financial Advisors | Mechanicsburg, Pennsylvania | CFP, CKA, RLP | Percentage of assets, Ongoing planning fee | | [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 | | [James Holtzman](https://find.wellspent.co/advisors/james-holtzman.md) | Legend Financial Advisors, Inc. | Pittsburgh, Pennsylvania | CFP, CPA | Percentage of assets | | [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 | | [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 | | [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 | | [Josh Knauss](https://find.wellspent.co/advisors/josh-knauss.md) | OMNIWEALTH GROUP | Lewisburg, Pennsylvania | CFP | Percentage of assets | | [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 | | [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 | | [Bruce Ohrenich](https://find.wellspent.co/advisors/bruce-ohrenich.md) | Stillwater Private Wealth | Allenton, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer | | [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 | | [Jacob McConnell](https://find.wellspent.co/advisors/jacob-mcconnell.md) | River's Edge Wealth Management | Beaver, Pennsylvania | CFP | Percentage of assets | | [Jake McCracken](https://find.wellspent.co/advisors/jake-mccracken.md) | River's Edge Wealth Management | Beaver, Pennsylvania | CFP | Percentage of assets | | [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 | | [Matthew Ohrenich](https://find.wellspent.co/advisors/matthew-ohrenich.md) | Stillwater Private Wealth | Allenton, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer | | [Quinn McCracken](https://find.wellspent.co/advisors/quinn-mccracken.md) | River's Edge Wealth Management | Beaver, Pennsylvania | CFP | Percentage of assets | | [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 | | [Trevor York](https://find.wellspent.co/advisors/trevor-york.md) | River's Edge Wealth Management | Beaver, Pennsylvania | CFP, ChFC | Percentage of assets | | [Blake Curle](https://find.wellspent.co/advisors/blake-curle.md) | Gibson Capital | Wexford, Pennsylvania | CFP, CFA | 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 | | [Dane Czaplicki](https://find.wellspent.co/advisors/dane-czaplicki.md) | Members' Wealth | Media, Pennsylvania | CFA | Percentage of assets, Fixed fees | | [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 | | [James Beenders](https://find.wellspent.co/advisors/james-beenders.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Jonathan Grebosky](https://find.wellspent.co/advisors/jonathan-grebosky.md) | Gibson Capital | Wexford, Pennsylvania | CFP, CFA | Percentage of assets | | [Justin Clark](https://find.wellspent.co/advisors/justin-clark.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Keith Wander](https://find.wellspent.co/advisors/keith-wander.md) | Roble Belko & Company | Sewickley, Pennsylvania | CFA | Percentage of assets, Fixed fees | | [Kyle Wagner](https://find.wellspent.co/advisors/kyle-wagner.md) | Wagner Wealth Management | Conyngham, Pennsylvania | CFP | Percentage of assets | | [Linda Yeager](https://find.wellspent.co/advisors/linda-yeager.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Maggie Fisher](https://find.wellspent.co/advisors/maggie-fisher.md) | ARX Private Wealth | Lancaster, Pennsylvania | CFP | Percentage of assets, Hourly | | [Matthew Short](https://find.wellspent.co/advisors/matthew-short.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Ryan Canfield](https://find.wellspent.co/advisors/ryan-canfield.md) | Victus Wealth Management | Enola, Pennsylvania | | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription | | [Tyler Harris](https://find.wellspent.co/advisors/tyler-harris.md) | ARX Private Wealth | Lancaster, Pennsylvania | CFP | Percentage of assets, Hourly | | [Alison Cantley](https://find.wellspent.co/advisors/alison-cantley.md) | Boden Wealth | Lemoyne, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Allison Kramer](https://find.wellspent.co/advisors/allison-kramer.md) | Seaside Wealth Advisors | Mechanicsburg, Pennsylvania | ChFC | Percentage of assets, Hourly, Fixed fees | | [Andrew Otto](https://find.wellspent.co/advisors/andrew-otto.md) | Boden Wealth | Lemoyne, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 126. The full list, page by page: https://find.wellspent.co/specialties/founders-pre-exit/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) - [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) - [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).