Fee-Only Financial Planners in:
Philadelphia, Pennsylvania

These Philadelphia, Pennsylvania Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Philadelphia, Pennsylvania Financial Planners

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NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Jeffrey Broadhurst, CFP®, CFA®, MBA
Broadhurst Financial Advisors, Inc.
West Point PA, Philadelphia PA
Fee-Only Planner serving Philadelphia and the eastern PA area
Carl Sensenig
Sensenig Capital Advisors, Inc.
Collegeville PA, Philadelphia PA
Independent, fee-only wealth management firm located in the Philadelphia area and serving clients across the country.
Kurt Angstadt, CFP®
Sensenig Capital Advisors, Inc.
Collegeville PA, Philadelphia PA
Independent, fee-only wealth management firm located in the Philadelphia area and serving clients across the country.
Rick Rodgers, CFP®, CRPC®, CRC®
Rodgers & Associates
Lancaster PA, Allentown PA, Harrisburg PA, Mechanicsburg PA, Middletown PA, Philadelphia PA, State College PA, York PA, Carlisle PA, Hershey PA
Fee Only Financial Planner Located in Lancaster, PA and Serving Clients Nationwide
Carl Nadwodny, CFA
Convergent Financial Strategies
Wayne PA, Philadelphia PA
Carl Nadwodny is a Fee-Only Financial Planner located in Wayne, PA and serving clients nationwide.
John Hochschwender, CFP®, MBA
RTD Financial Advisors, Inc.
Philadelphia PA, West Chester PA
Fee Only Financial Planner Located in Philadelphia, PA and Serving Clients Nationwide
Michael Helveston, CFP®, CRPC®
Rodgers & Associates
Lancaster PA, Allentown PA, Harrisburg PA, Mechanicsburg PA, Middletown PA, Philadelphia PA, State College PA, York PA, Carlisle PA, Hershey PA, Hershey PA
Fee Only Financial Planner Located in Lancaster, PA and Serving Clients Nationwide
Jeremy Brenn, CFP®, MBA
Sensenig Capital Advisors
Collegeville PA, Philadelphia PA
Independent, fee-only wealth management firm located in the Philadelphia area and serving clients across the country.
Donald DeMuth, CFA, MBA, CPA/PFS/ABV
Mighty Oak Strong America Investment Company
Mechanicsburg PA, Harrisburg PA, Hershey PA, Middletown PA, Lancaster PA, Lebanon PA, Carlisle PA, Camp Hill PA, York PA, Hanover PA, Gettysburg PA, State College PA, Philadelphia PA, Chambersburg PA, King of Prussia PA, Valley Forge PA, Wayne PA
Fee-Only Financial Planner located in Mechanicsburg, PA and serving the greater Harrisburg, PA area and clients nationwide
Lita Pelko, CFP®, CRPC®
Rodgers & Associates
Lancaster PA, Allentown PA, Harrisburg PA, Mechanicsburg PA, Middletown PA, Philadelphia PA, State College PA, York PA, Carlisle PA, Hershey PA, Hershey PA
Fee Only Financial Planner Located in Lancaster, PA and Serving Clients Nationwide
Michael Smith, CFP®
RTD Financial Advisors, Inc.
Atlanta GA, Philadelphia PA, Bonita Springs FL, Mt. Laurel NJ, West Chester PA, Johnstown PA
Fee-Only Financial Planner with offices in Philadelphia, Atlanta, Bonita Springs (FL), Mt. Laurel (NJ), West Chester and Johnstown (PA)
Alan Schapire, MBA, CPA/PFS, CFP®
Convergent Financial Strategies
Wayne PA, Philadelphia PA
Alan Schapire is a Fee-Only Financial Planner located in Wayne, PA and serving clients nationwide.
Patricia Sperduto, CFP®, MBA, AIF®
Meyer Capital Group
Marlton NJ, Philadelphia PA, Wilmington DE
An Independent Fee-Only Advisor serving the NY, NJ, PA and DE areas.
Richard Durso, CFP®, AEP®
RTD Financial Advisors, Inc.
Philadelphia PA
Fee-Only Financial Planner serving the Philadelphia, PA area.
George Blenner, CFP®, MBA - Summit Financial Advisors, LLC - Philadelphia PA, Doylestown PA, Newtown PA
Spencer Sherman - Abacus Wealth Partners, LLC - Manhattan Beach CA, Sebastopol CA, Santa Monica CA, New York NY, Philadelphia PA
Paul LaViola, CFP®, ChFC®, MST, MSFS - Foundation Wealth Management - Media PA Philadelphia PA
Susan Green - Wescott Financial Advisory Group - Philadelphia PA
Irene Giman - RTD Financial Advisors - Philadelphia PA
Lydia Sheckels, CFP®, CLU®, ChFC® - Wescott Financial Advisory Group - Philadelphia PA, Miami FL
David Lafferty, CFP® - Wescott Financial Advisory Group - Philadelphia PA
Karen McIntyre, CFP® - Wescott Financial Advisory Group - Philadelphia PA
Grant Rawdin, CFP®, JD - Wescott Financial Advisory Group - Philadelphia PA
Augustine Repetto, CFP®, MST - Locust Capital Management, LLC - Philadelphia PA
Joyce Cole, CFP®, BS - J. Cole Financial Advisers, Inc. - Montpelier VT, Gansevoort NY, Philadelphia PA
Bobby Cremins - Metanoia Financial - Philadelphia PA
Stephanie James, CFP® - Wescott Financial Advisory Group - Philadelphia PA