Financial advisors for retirement planning in Blue Bell, Pennsylvania
Which financial advisor should I talk to about retirement planning in Blue Bell?
For retirement planning in Blue Bell, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Alan Rhode of Modern Wealth, Michael Weber of Blue Bell Private Wealth Management and Maria Kelly of Amplius Wealth.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Alan Rhode Modern Wealth, Blue Bell City Holds the CFP. Fees on file: percentage of assets.
- Michael Weber Blue Bell Private Wealth Management, Blue Bell City Holds the CFP. Fees on file: percentage of assets, hourly.
- Maria Kelly Amplius Wealth, Blue Bell City Holds the CFP. Fees on file: percentage of assets, hourly.
- Stephen Palmer Pennsylvania Capital Management, Blue Bell City Fees on file: percentage of assets, hourly.
- Nisiar Smith Courtside Wealth Partners, Blue Bell City Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in Blue Bell work on retirement planning?
The Wellspent public graph lists 25 fee-only advisors for retirement planning in Blue Bell, at 5 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for retirement planning in Blue Bell charge?
The most common fee among fee-only advisors for retirement planning in Blue Bell is a percentage of assets, used by 100% of the 25 with fees on file. Many use more than one: 96% charge fixed fees and 92% 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 retirement planning have?
For retirement planning, look for the CFP. In Blue Bell, 44% of the 25 advisors listed hold the CFP.
- CFP44% in Blue Bell
- The CFP covers income, tax, insurance, and estate decisions together.
How do Blue Bell advisors for retirement planning compare with the rest of the US?
96% of fee-only advisors for retirement planning in Blue Bell charge fixed fees, compared with 47% of the 7,304 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Blue Bell. Light bars are all US advisors for retirement planning.
Does Pennsylvania tax Social Security?
No. Pennsylvania doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in Blue Bell?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Pennsylvania tax each source of my retirement income?
How current is this list of fee-only advisors for retirement planning in Blue Bell?
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 |
|---|---|---|---|---|
| Alan Rhode | Modern Wealth | Blue Bell | CFP, RLP, CPWA | Percentage of assets |
| Allyson Mangine | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Maria Kelly | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Patrick Swift | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Philip Matalucci | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Matthew Liebman | Amplius Wealth | Blue Bell | CFA | Percentage of assets, Hourly |
| Alex LaRosa | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Daniel Levinson | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| David Lorditch | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Henry Fox | Blue Bell Private Wealth Management | Blue Bell | CFP, ChFC | Percentage of assets, Hourly |
| Joshua Pearson | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Michael Weber | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Aaron Marks | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jacob Siani | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Michelle Czarnecki | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Monica Lanzilotta | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Samuel Liebman | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Sean Green | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Stephen Palmer | Pennsylvania Capital Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Nisiar Smith | Courtside Wealth Partners | Blue Bell | Not listed | Percentage of assets, Fixed fees |
| J Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jon Sobotkin | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jonathan Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Justin Capetola | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Sean Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
Want a shorter list for retirement planning?
Tell us what you need and we'll narrow Blue Bell's 25 advisors to the few who fit.
Get matched in 2 minutes