# Financial advisors for tax planning in Blue Bell, Pennsylvania > For tax planning in Blue Bell, 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 Alan Rhode of Modern Wealth, Henry Fox of Blue Bell Private Wealth Management and Maria Kelly of Amplius Wealth. Page: https://find.wellspent.co/specialties/tax-planning/pennsylvania/blue-bell/ 25 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 Blue Bell? For tax planning in Blue Bell, 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 Alan Rhode of Modern Wealth, Henry Fox of Blue Bell Private Wealth Management and Maria Kelly of Amplius Wealth. - [Alan Rhode](https://find.wellspent.co/advisors/alan-rhode/), Modern Wealth, Blue Bell City. Holds the CFP. Fees on file: percentage of assets. - [Henry Fox](https://find.wellspent.co/advisors/henry-fox/), Blue Bell Private Wealth Management, Blue Bell City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Maria Kelly](https://find.wellspent.co/advisors/maria-kelly/), Amplius Wealth, Blue Bell City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Stephen Palmer](https://find.wellspent.co/advisors/stephen-palmer/), Pennsylvania Capital Management, Blue Bell City. Fees on file: percentage of assets, hourly. - [Nisiar Smith](https://find.wellspent.co/advisors/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 tax planning? The Wellspent public graph lists 25 fee-only advisors for tax 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 tax planning in Blue Bell charge? The most common fee among fee-only advisors for tax 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 tax planning have? For tax planning, look for the CFP. In Blue Bell, 44% of the 25 advisors listed hold the CFP. - CFP (44% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Blue Bell advisors for tax planning compare with the rest of the US? 92% of fee-only advisors for tax planning in Blue Bell charge by the hour, compared with 41% 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 Blue Bell? - 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 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. ## 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 | | [Allyson Mangine](https://find.wellspent.co/advisors/allyson-mangine.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Maria Kelly](https://find.wellspent.co/advisors/maria-kelly.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Patrick Swift](https://find.wellspent.co/advisors/patrick-swift.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Philip Matalucci](https://find.wellspent.co/advisors/philip-matalucci.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Liebman](https://find.wellspent.co/advisors/matthew-liebman.md) | Amplius Wealth | Blue Bell, Pennsylvania | CFA | Percentage of assets, Hourly, Fixed fees | | [Alex LaRosa](https://find.wellspent.co/advisors/alex-larosa.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Levinson](https://find.wellspent.co/advisors/daniel-levinson.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [David Lorditch](https://find.wellspent.co/advisors/david-lorditch.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Henry Fox](https://find.wellspent.co/advisors/henry-fox.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Joshua Pearson](https://find.wellspent.co/advisors/joshua-pearson.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Weber](https://find.wellspent.co/advisors/michael-weber.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees | | [Aaron Marks](https://find.wellspent.co/advisors/aaron-marks.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Jacob Siani](https://find.wellspent.co/advisors/jacob-siani.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Michelle Czarnecki](https://find.wellspent.co/advisors/michelle-czarnecki.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Monica Lanzilotta](https://find.wellspent.co/advisors/monica-lanzilotta.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Samuel Liebman](https://find.wellspent.co/advisors/samuel-liebman.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Sean Green](https://find.wellspent.co/advisors/sean-green.md) | Amplius Wealth | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Stephen Palmer](https://find.wellspent.co/advisors/stephen-palmer.md) | Pennsylvania Capital Management | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Nisiar Smith](https://find.wellspent.co/advisors/nisiar-smith.md) | Courtside Wealth Partners | Blue Bell, Pennsylvania | | Percentage of assets, Fixed fees | | [J Miller](https://find.wellspent.co/advisors/j-miller.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Jon Sobotkin](https://find.wellspent.co/advisors/jon-sobotkin.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Miller](https://find.wellspent.co/advisors/jonathan-miller.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Justin Capetola](https://find.wellspent.co/advisors/justin-capetola.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Sean Miller](https://find.wellspent.co/advisors/sean-miller.md) | Blue Bell Private Wealth Management | Blue Bell, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Blue Bell](https://find.wellspent.co/specialties/retirement-planning/pennsylvania/blue-bell.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).