Financial advisors for founders in Pennsylvania

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.

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.

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.

See every fee-only advisor fee in Pennsylvania

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.

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?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
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 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.