Financial advisors for tax planning in Pennsylvania
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Logan Murray Pocket Project LLC, Philadelphia Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Bob Wolfe HealthyFP, Conshohocken Holds the EA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Sean Dwyer Overture Wealth Management LLC, Conshohocken Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- 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 Open Wealth Network, Pottstown Holds the EA and CFP. Fees on file: flat fee or retainer.
- 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.
Plus 173 in other cities.
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.
- EA2% in Pennsylvania
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA2% in Pennsylvania
- CPAs bring broad tax and accounting depth.
- CFP50% in Pennsylvania
- 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.
Dark bars are Pennsylvania. Light bars are all US advisors for tax planning.
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.
All 274 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Alan Rhode | Modern Wealth | Blue Bell | CFP, RLP, CPWA | Percentage of assets |
| Bobby Cremins | Metanoia Financial | Philadelphia | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Dave Rowan | Rowan Financial LLC | Bethlehem | CFP, MBA | Percentage of assets, Flat fee or retainer |
| David Lafferty | Wescott Financial Advisory Group LLC | Philadelphia | CFP, MBA, JD, CAP | Percentage of assets |
| Dominic Corabi | Wedmont Private Capital | West Chester | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Michael Rausch | North River Wealth Advisors | Pittsburgh | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Ryan Greiser | Opulus, LLC | Doylestown | CFP | Percentage of assets, Flat fee or retainer |
| Bob Wolfe | HealthyFP | Conshohocken | CFP, EA | Percentage of assets, Ongoing planning fee |
| Brandon Seibel | Oasis Wealth Planning Advisors, LLC | Philadelphia | CFP, CPA, JD, LLM | Flat fee or retainer, Ongoing planning fee |
| Dillon Kenniston | REWealth Financial Planning | Sinking Spring | CFP | Ongoing planning fee, Flat fee or retainer |
| Ryan Langan | Your Path Fi, LLC | West Chester | CFP | Flat fee or retainer, Ongoing planning fee |
| Sean Dwyer | Overture Wealth Management LLC | Conshohocken | CFP, CFA, EA | Flat fee or retainer, Ongoing planning fee |
| Stephen Way | Setarcos Wealth Advisors LLC | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Steve Engle | Asbury Capital | Glen Mills | CFP | Percentage of assets, Flat fee or retainer |
| Tom Poltersdorf Jr | GT Wealth | Lebanon | CFP | Percentage of assets, Flat fee or retainer |
| Bradley Clark | Clark Asset Management, LLC | Radnor | CFP, MBA, RICP | Flat fee or retainer, Ongoing planning fee |
| Ian Wild | All-Pro Advisors LLC | Gibsonia | CFP | Percentage of assets |
| Jeffrey Mastronardo | Financial Coach Group | West Chester | CFP | One-time planning fee, Ongoing planning fee |
| Lew Christman | Christman Fiancial Advisors LLC | Macungie | CFP | Percentage of assets, Ongoing planning fee |
| Logan Murray | Pocket Project LLC | Philadelphia | CFP, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| Matthew Ramos | Mpower Wealth Management, LLC | Drexel Hill | CFP, MBA | Percentage of assets, Hourly |
| Mike Hartman | Hyperion Financial, LLC | Shillington | CFP, RICP | Ongoing planning fee |
| Mike Henzes | Open Wealth Network | Pottstown | CFP, EA, MBA | Flat fee or retainer |
| Alex Jankowski | Timeless Wealth, LLC | Phoenixville | CFP, CPA | Percentage of assets, Hourly |
| David Hunter | First Light Wealth, LLC | Hershey | CFP | Percentage of assets, Hourly |
| Madison Sharick | Madi Manages Money LLC | Pittsburgh | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Robert Falcon | Falcon Wealth Managers LLC | Concordville | BS, CFP, CPA, CPA/PFS | Percentage of assets, Flat fee or retainer |
| Ryan Moran | Locus Wealth Management | West Chester | CFP | Percentage of assets, One-time planning fee |
| Scott Bown | AdviceOnly | Bethel Park | CFP, MBA | Hourly, Flat fee or retainer |
| 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 |
| Kent Addis | Addis & Hill, Inc. | Wayne | BS | Percentage of assets, Ongoing planning fee |
| R Brian Werner | Winthrop Partners | Doylestown | CFA, CFP | Percentage of assets |
| Robert Stromberg | Mountain River Financial, LLC | Jenkintown | CFP | Fixed fees |
| Ryan Kelly | Aries Financial Navigators | Lititz | AIF, CFP, CRPC, EA | Percentage of assets, Hourly |
| 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 |
| Donald DeMuth | Mighty Oak Strong America Investment Company | Mechanicsburg | CFA, CHBC, CPA/PFS, MBA | Percentage of assets, Hourly |
| Jonathan Heller | KEJ Financial Advisors, LLC | Newtown | CFA, CFP, MBA | Ongoing planning fee |
| Jonathan Kiehl | Evenkiehl, LLC | Lancaster | CFP, MBA | Percentage of assets, Fixed fees |
| Amy Braun-Bostich | Braun-Bostich & Associates | Canonsburg | CFP | Percentage of assets, Fixed fees |
| Jaco Jordaan | Riverchase Wealth Management | Upper St. Clair | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Tammy Pompei | Braun-Bostich & Associates | Canonsburg | CFP | Percentage of assets, Fixed fees |
| Abigail Schmid | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Andrew Herron | Stone Pine Financial Partners | Media | CFP | 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 |
| Kahlilah Dowe | TrueWealth Solutions | Radnor | CFP | Flat fee or retainer, One-time planning fee |
| Kevin Manning | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
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