Financial advisors for tax planning in Blue Bell, Pennsylvania
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.
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.
- Henry Fox 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 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.
- CFP44% in Blue Bell
- 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.
Dark bars are Blue Bell. 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 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.
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 |
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