Financial advisors for small business owners in Pennsylvania
Which financial advisor should I talk to as a small business owner in Pennsylvania?
For small business owners in Pennsylvania, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Bob Wolfe of HealthyFP, Alex Jankowski of Timeless Wealth, LLC and Eric Presogna of One-Up Financial.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Bob Wolfe HealthyFP, Conshohocken Holds the EA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Alex Jankowski Timeless Wealth, LLC, Phoenixville Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Eric Presogna One-Up Financial, Erie Holds the CPA and CFP. Fees on file: percentage of assets, fixed fees.
- Jason McWilliams JRM Tax & Wealth Management, LLC, Chester Heights Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Matt Williams, CFP®, RICP®, CExP®, Aep® Impact Advisors Group LLC, Warrington Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Megan Kiesel Livelihood LLC, Philadelphia Holds the CFP. Fees on file: one-time planning fee, hourly.
How many fee-only financial advisors in Pennsylvania work with small business owners?
The Wellspent public graph lists 89 fee-only advisors for small business owners in Pennsylvania, at 47 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for small business owners in Pennsylvania located?
Of the 89 fee-only advisors for small business owners in Pennsylvania, 6 are in Lemoyne, followed by 6 in Lancaster and 6 in Canonsburg.
Plus 61 in other cities.
How do fee-only advisors for small business owners in Pennsylvania charge?
The most common fee among fee-only advisors for small business owners in Pennsylvania is a percentage of assets, used by 90% of the 89 with fees on file. Many use more than one: 55% charge fixed fees and 39% 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 small business owners have?
For small business owners, look for the CPA, EA and CFP. In Pennsylvania, 48% of the 89 advisors listed hold the CFP.
- CPA3% in Pennsylvania
- CPAs understand entity structure and business books.
- EA1% in Pennsylvania
- Enrolled agents help with owner pay and business tax.
- CFP48% in Pennsylvania
- The CFP keeps the business in the wider plan.
How do Pennsylvania advisors for small business owners compare with the rest of the US?
39% of fee-only advisors for small business owners in Pennsylvania charge by the hour, compared with 48% of the 2,851 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Pennsylvania. Light bars are all US advisors for small business owners.
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 small business owner in Pennsylvania?
- Which retirement plan would you set up for my business, and why?
- How would you set my salary against distributions?
- How much of my net worth should stay in the business?
- How do you plan for an eventual sale or succession?
- How do you account for local income tax where I live and work?
How current is this list of fee-only advisors for small business owners 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.
All 89 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Megan Kiesel Flexible, as-needed planning for early- and mid-career people who want a meaningful life and long-term financial stability. | Livelihood LLC | Philadelphia | CFP | One-time planning fee, Hourly |
| Alan Rhode | Modern Wealth | Blue Bell | CFP, RLP, CPWA | Percentage of assets |
| Michael Rausch | North River Wealth Advisors | Pittsburgh | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Bob Wolfe | HealthyFP | Conshohocken | CFP, EA | Percentage of assets, Ongoing planning fee |
| Chelsea Ransom-Cooper Zenith Wealth Partners provides a flexible retirement planning and investment management approach that inspires our clients to take financial action. | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Alex Jankowski | Timeless Wealth, LLC | Phoenixville | CFP, CPA | Percentage of assets, Hourly |
| Christopher Steward | Impact Advisors Group | Warrington | CFA, CEPA, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Dennis O'Brien | Coastal Financial Advisors, Inc. | Philadelphia | BS, MS, RTRP | Flat fee or retainer, Hourly |
| Eric Presogna | One-Up Financial | Erie | CFP, CPA | Percentage of assets, Fixed fees |
| Jason McWilliams | JRM Tax & Wealth Management, LLC | Chester Heights | CFP, CPA | Percentage of assets, Hourly |
| Matt Williams, CFP®, RICP®, CExP®, Aep® | Impact Advisors Group LLC | Warrington | CFP, RICP | Percentage of assets, Ongoing planning fee |
| Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD | Focused Founders Wealth Planning | MOUNT JOY | CFP | Percentage of assets, Flat fee or retainer |
| Michael Garry | Yardley Wealth Management, LLC | Yardley | AIF, CFP, JD, MBA | Percentage of assets, Fixed fees |
| Brennan Zizzi | Zizzi Investments, LLC | Mechanicsburg | CFP | Ongoing planning fee, One-time planning fee |
| Jaco Jordaan | Riverchase Wealth Management | Upper St. Clair | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| Justin Buttrick | Vision Wealth Advisors | Lewisburg | CFP | Flat fee or retainer, Percentage of assets |
| Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. | Quadrant Capital | Center Valley | CFP | Percentage of assets, Flat fee or retainer |
| Nicholas Phelps | Nicholas H. Phelps, CFP® | State College | CFP | Flat fee or retainer, Hourly |
| Timothy Macarak | Members' Wealth | Media | CFP | Percentage of assets, Fixed fees |
| Bruce Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Mallon | Pennsylvania Capital Management | Huntingdon Valley | CFP | Percentage of assets, Hourly |
| David Ritrovato | Bluesphere Advisors | East Norriton | CFP | Flat fee or retainer, Ongoing planning fee |
| Irvin Schorsch | Pennsylvania Capital Management | Huntingdon Valley | CFP | Percentage of assets, Hourly |
| Jonathan Dane | Defiant Capital Group | Warrendale | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
| Sanjay Pawar | Bluesphere Advisors | East Norriton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Dane Czaplicki | Members' Wealth | Media | CFA | Percentage of assets, Fixed fees |
| James Beenders | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Justin Clark | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Kristofer Harrison | Northeastern Financial Consultants | South Abington Township | CFP | Percentage of assets, Hourly |
| Kyle Wagner | Wagner Wealth Management | Conyngham | CFP | Percentage of assets |
| Linda Yeager | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Matthew Short | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Ryan Canfield Helping Millennials simplify their life so they can continue to experience life today, while also saving for the future. | Victus Wealth Management | Enola | Not listed | Percentage of assets, Flat fee or retainer |
| Alison Cantley | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Andrew Otto | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Brian Zellers | Econ Wealth Management | Harrisburg | CFP | Percentage of assets |
| Christopher Zafiriou | Flax Pond Capital | Merion Station | CFA | Percentage of assets, Hourly |
| James Harrington | Bluesphere Advisors | East Norriton | CFA | Flat fee or retainer, Ongoing planning fee |
| Nathan Imboden | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Stephen Troutman | Troutman Wealth Management | Malvern | CFP | Percentage of assets |
| Steven Economopoulos | Econ Wealth Management | Harrisburg | CFP, ChFC | Percentage of assets |
| Stuart Strasner | Defiant Capital Group | Warrendale | CFA | Percentage of assets, Fixed fees |
| Vincent Barbera | Newbridge Wealth Management | Bryn Mawr | CFP | Percentage of assets, Hourly |
| Brad Heindel | 46 Peaks Investment Advisory Group | Newtown | CFP | Ongoing planning fee |
| Erik Mosholt | 46 Peaks Investment Advisory Group | Newtown | CFP | Ongoing planning fee |
| Isaac Martin | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Louis Fancher | 46 Peaks Investment Advisory Group | Newtown | CFP, ChFC | Ongoing planning fee |
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