Financial advisors for physicians in Pennsylvania

Which financial advisor should I talk to as a physician in Pennsylvania?

For physicians in Pennsylvania, talk to a fee-only planner who already serves doctors and knows your stage, from training through practice ownership. Student loans, disability insurance, and contract terms are decisions most generalists rarely see. Records to start with include James Holtzman of Legend Financial Advisors, Inc., Mike Henzes of Open Wealth Network and Jacob McConnell of River's Edge Wealth Management.

How many fee-only financial advisors in Pennsylvania work with physicians?

The Wellspent public graph lists 42 fee-only advisors for physicians in Pennsylvania, at 16 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for physicians in Pennsylvania charge?

The most common fee among fee-only advisors for physicians in Pennsylvania is a percentage of assets, used by 95% of the 42 with fees on file. Many use more than one: 74% 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 physicians have?

For physicians, look for the CFP and CPA. In Pennsylvania, 57% of the 42 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 should I ask a financial advisor as a physician in Pennsylvania?

1. How many physicians do you work with, and at what career stage?
2. How would you approach my loans, including PSLF?
3. How do you evaluate own-occupation disability coverage?
4. Do you sell insurance or earn anything from it?
5. How do you account for local income tax where I live and work?

How current is this list of fee-only advisors for physicians 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.