# Financial advisors for tax planning in Pennsylvania > For tax planning in Pennsylvania, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Logan Murray of Pocket Project LLC, Bob Wolfe of HealthyFP and Sean Dwyer of Overture Wealth Management LLC. Page: https://find.wellspent.co/specialties/tax-planning/pennsylvania/ 274 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 about tax planning in Pennsylvania? For tax planning in Pennsylvania, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Logan Murray of Pocket Project LLC, Bob Wolfe of HealthyFP and Sean Dwyer of Overture Wealth Management LLC. - [Logan Murray](https://find.wellspent.co/advisors/logan-murray/), Pocket Project LLC, Philadelphia. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Bob Wolfe](https://find.wellspent.co/advisors/bob-wolfe/), HealthyFP, Conshohocken. Holds the EA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [Sean Dwyer](https://find.wellspent.co/advisors/sean-dwyer/), Overture Wealth Management LLC, Conshohocken. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Brandon Seibel](https://find.wellspent.co/advisors/brandon-seibel/), Oasis Wealth Planning Advisors, LLC, Philadelphia. Holds the CPA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Mike Henzes](https://find.wellspent.co/advisors/mike-henzes/), Open Wealth Network, Pottstown. Holds the EA and CFP. Fees on file: flat fee or retainer. - [Robert Falcon](https://find.wellspent.co/advisors/robert-falcon/), Falcon Wealth Managers LLC, Concordville. Holds the CPA and CFP. Fees on file: percentage of assets, flat fee or retainer. ## How many fee-only financial advisors in Pennsylvania work on tax planning? The Wellspent public graph lists 274 fee-only advisors for tax planning in Pennsylvania, at 109 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for tax planning in Pennsylvania located? Of the 274 fee-only advisors for tax planning in Pennsylvania, 27 are in Pittsburgh, followed by 25 in Blue Bell and 23 in West Conshohocken. ## How do fee-only advisors for tax planning in Pennsylvania charge? The most common fee among fee-only advisors for tax planning in Pennsylvania is a percentage of assets, used by 92% of the 274 with fees on file. Many use more than one: 64% charge fixed fees and 37% 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 tax planning have? For tax planning, look for the EA, CPA and CFP. In Pennsylvania, 50% of the 274 advisors listed hold the CFP. - EA (2% of advisors listed): Enrolled agents are licensed by the IRS and focus on tax. - CPA (2% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (50% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Pennsylvania advisors for tax planning compare with the rest of the US? 64% of fee-only advisors for tax planning in Pennsylvania charge fixed fees, compared with 50% of the 5,860 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 should I ask a financial advisor about tax planning in Pennsylvania? - Do you prepare my return, or coordinate with my preparer? - Will you give me a written multi-year tax projection? - What tax decisions would you want to make with me before year end? - How do you weigh tax savings against investment risk? - How do you account for local income tax where I live and work? ## How current is this list of fee-only advisors for tax planning 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 | | [Bobby Cremins](https://find.wellspent.co/advisors/bobby-cremins.md) | Metanoia Financial | Philadelphia, Pennsylvania | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Dave Rowan](https://find.wellspent.co/advisors/dave-rowan.md) | Rowan Financial LLC | Bethlehem, Pennsylvania | CFP, MBA | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [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 | | [Dominic Corabi](https://find.wellspent.co/advisors/dominic-corabi.md) | Wedmont Private Capital | West Chester, Pennsylvania | CFP, MBA | Flat fee or retainer, Ongoing planning fee | | [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 | | [Ryan Greiser](https://find.wellspent.co/advisors/ryan-greiser.md) | Opulus, LLC | Doylestown, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Bob Wolfe](https://find.wellspent.co/advisors/bob-wolfe.md) | HealthyFP | Conshohocken, Pennsylvania | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Brandon Seibel](https://find.wellspent.co/advisors/brandon-seibel.md) | Oasis Wealth Planning Advisors, LLC | Philadelphia, Pennsylvania | CFP, CPA, JD, LLM, CFA, CKA, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Dillon Kenniston](https://find.wellspent.co/advisors/dillon-kenniston.md) | REWealth Financial Planning | Sinking Spring, Pennsylvania | CFP | Ongoing planning fee, Flat fee or retainer | | [Ryan Langan](https://find.wellspent.co/advisors/ryan-langan.md) | Your Path Fi, LLC | West Chester, Pennsylvania | CFP | Flat fee or retainer, Ongoing planning fee | | [Sean Dwyer](https://find.wellspent.co/advisors/sean-dwyer.md) | Overture Wealth Management LLC | Conshohocken, Pennsylvania | CFP, CFA, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Stephen Way](https://find.wellspent.co/advisors/stephen-way.md) | Setarcos Wealth Advisors LLC | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [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 | | [Tom Poltersdorf Jr](https://find.wellspent.co/advisors/tom-poltersdorf-jr.md) | GT Wealth | Lebanon, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Bradley Clark](https://find.wellspent.co/advisors/bradley-clark.md) | Clark Asset Management, LLC | Radnor, Pennsylvania | CFP, MBA, RICP | Flat fee or retainer, Ongoing planning fee | | [Ian Wild](https://find.wellspent.co/advisors/ian-wild.md) | All-Pro Advisors LLC | Gibsonia, Pennsylvania | CFP | Percentage of assets | | [Jeffrey Mastronardo](https://find.wellspent.co/advisors/jeffrey-mastronardo.md) | Financial Coach Group | West Chester, Pennsylvania | CFP | One-time planning fee, Ongoing planning fee | | [Lew Christman](https://find.wellspent.co/advisors/lew-christman.md) | Christman Fiancial Advisors LLC | Macungie, Pennsylvania | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Logan Murray](https://find.wellspent.co/advisors/logan-murray.md) | Pocket Project LLC | Philadelphia, Pennsylvania | CFP, EA, RICP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Matthew Ramos](https://find.wellspent.co/advisors/matthew-ramos.md) | Mpower Wealth Management, LLC | Drexel Hill, Pennsylvania | CFP, MBA | Percentage of assets, Hourly, One-time planning fee | | [Mike Hartman](https://find.wellspent.co/advisors/mike-hartman.md) | Hyperion Financial, LLC | Shillington, Pennsylvania | CFP, RICP | Ongoing planning fee | | [Mike Henzes](https://find.wellspent.co/advisors/mike-henzes.md) | Open Wealth Network | Pottstown, Pennsylvania | CFP, EA, MBA | Flat fee or retainer | | [Alex Jankowski](https://find.wellspent.co/advisors/alex-jankowski.md) | Timeless Wealth, LLC | Phoenixville, Pennsylvania | CFP, CPA | Percentage of assets, Hourly, Fixed fees | | [David Hunter](https://find.wellspent.co/advisors/david-hunter.md) | First Light Wealth, LLC | Hershey, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Madison Sharick](https://find.wellspent.co/advisors/madison-sharick.md) | Madi Manages Money LLC | Pittsburgh, Pennsylvania | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Robert Falcon](https://find.wellspent.co/advisors/robert-falcon.md) | Falcon Wealth Managers LLC | Concordville, Pennsylvania | BS, CFP, CPA, CPA/PFS, MBA, PFS | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Ryan Moran](https://find.wellspent.co/advisors/ryan-moran.md) | Locus Wealth Management | West Chester, Pennsylvania | CFP | Percentage of assets, One-time planning fee | | [Scott Bown](https://find.wellspent.co/advisors/scott-bown.md) | AdviceOnly | Bethel Park, Pennsylvania | CFP, MBA | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [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 | | [Eric Presogna](https://find.wellspent.co/advisors/eric-presogna.md) | One-Up Financial | Erie, Pennsylvania | CFP, CPA | Percentage of assets, Fixed fees | | [Jason McWilliams](https://find.wellspent.co/advisors/jason-mcwilliams.md) | JRM Tax & Wealth Management, LLC | Chester Heights, Pennsylvania | CFP, CPA | Percentage of assets, Hourly, Fixed fees | | [Kent Addis](https://find.wellspent.co/advisors/kent-addis.md) | Addis & Hill, Inc. | Wayne, Pennsylvania | BS | Percentage of assets, Ongoing planning fee | | [R Brian Werner](https://find.wellspent.co/advisors/r-brian-werner.md) | Winthrop Partners | Doylestown, Pennsylvania | CFA, CFP | Percentage of assets | | [Robert Stromberg](https://find.wellspent.co/advisors/robert-stromberg.md) | Mountain River Financial, LLC | Jenkintown, Pennsylvania | CFP | Fixed fees | | [Ryan Kelly](https://find.wellspent.co/advisors/ryan-kelly.md) | Aries Financial Navigators | Lititz, Pennsylvania | AIF, CFP, CRPC, EA | Percentage of assets, Hourly, Fixed fees | | [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 | | [Donald DeMuth](https://find.wellspent.co/advisors/donald-demuth.md) | Mighty Oak Strong America Investment Company | Mechanicsburg, Pennsylvania | CFA, CHBC, CPA/PFS, MBA | Percentage of assets, Hourly | | [Jonathan Heller](https://find.wellspent.co/advisors/jonathan-heller.md) | KEJ Financial Advisors, LLC | Newtown, Pennsylvania | CFA, CFP, MBA | Ongoing planning fee | | [Jonathan Kiehl](https://find.wellspent.co/advisors/jonathan-kiehl.md) | Evenkiehl, LLC | Lancaster, Pennsylvania | CFP, MBA | Percentage of assets, Fixed fees | | [Amy Braun-Bostich](https://find.wellspent.co/advisors/amy-braun-bostich.md) | Braun-Bostich & Associates | Canonsburg, Pennsylvania | CFP | 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 | | [Tammy Pompei](https://find.wellspent.co/advisors/tammy-pompei.md) | Braun-Bostich & Associates | Canonsburg, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Abigail Schmid](https://find.wellspent.co/advisors/abigail-schmid.md) | Stone Pine Financial Partners | Media, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Andrew Herron](https://find.wellspent.co/advisors/andrew-herron.md) | Stone Pine Financial Partners | Media, Pennsylvania | CFP | 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 | | [Joe Ciliberti](https://find.wellspent.co/advisors/joe-ciliberti.md) | Thayer Partners, LLC | Wyndmoor , Pennsylvania | CFP | Percentage of assets | | [Justin Buttrick](https://find.wellspent.co/advisors/justin-buttrick.md) | Vision Wealth Advisors | Lewisburg, Pennsylvania | CFP | Flat fee or retainer, Percentage of assets, Ongoing planning fee | | [Kahlilah Dowe](https://find.wellspent.co/advisors/kahlilah-dowe.md) | TrueWealth Solutions | Radnor, Pennsylvania | CFP | Flat fee or retainer, One-time planning fee | | [Kevin Manning](https://find.wellspent.co/advisors/kevin-manning.md) | Stone Pine Financial Partners | Media, Pennsylvania | CFP | Percentage of assets, Fixed fees | Showing the first 50 of 274. The full list, page by page: https://find.wellspent.co/specialties/tax-planning/pennsylvania/?page=2 ## Related - [Retirement planning in Pennsylvania](https://find.wellspent.co/specialties/retirement-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) - [Founders in Pennsylvania](https://find.wellspent.co/specialties/founders-pre-exit/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).