A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Select a city to refine your search:
- Allentown, PA
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Fee-Only Financial Planners in Pennsylvania:
Teancum Light
JD, CPA, CFP®
Lighthouse Wealth Management
Mechanicsburg, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning
Fee-Only financial planner located in Mechanicsburg, PA, serving clients locally and across the country
Mark Kelly
Rockwood Wealth Management
New Hope, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New Hope, PA, serving clients locally and across the country
Jessica Goedtel
CFP®
Pavilion Financial Planning
Allentown, PA
Specialties: Comprehensive Financial Planning, Equity Compensation, Investment Management, Tax Planning
Virtual, fee-only financial planner for young professionals all over the country. Firm based in Allentown, Pennsylvania
James S. Hemphill
CFP®,CIMA®,CPWA®
TGS Financial Advisors
Radnor, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Radnor, PA, serving clients locally and across the country
John Simkins
CFP®, ChFC®
Stewardship Advisors, LLC
Mount Joy, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning
Fee-Only financial planner located in Mount Joy, PA, serving clients locally and across the country
R Brian Werner
CFA®, CFP®
Winthrop Partners
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country
Kelly Reddy-Heffner
CFP®, CSLP®
Your Financial Pharmacist
Greencastle, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Student Loan Debt Management
We’re a fee-only financial planning firm dedicated to serving pharmacists who want something better than the status quo.
Jim White
CFP®, EA
Great Oak Wealth Management
Pottstown, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Certified Financial Planner™ located in Pottstown & Malvern, PA, serving clients locally and across the country. Clients are smart and savvy executives, professionals, and business owners.
Jeremy Brenn
MBA, CFP®
Sensenig Capital Advisors
Collegeville, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Independent, fee-only wealth management firm located in the Philadelphia area and serving clients across the country.
Gillian McCarthy
CFP®
Great Oak Wealth Management
Pottstown, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pottstown, PA, serving clients locally and across the country
Peter Donisanu
Franklin Madison Advisors
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country
Benjamin Schmid
CFP®, CKA®
Ketwich Capital LLC
Malvern, PA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Malvern, PA serving clients across the country
Chiara Sockel Renninger
CFP®
Buckingham Strategic Wealth
Wyomissing, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate planning, Risk Management, Multi-Generation Planning
Forever standing on the side of our clients.
Taylor Venanzi
CFP®
Activate Wealth
Philadelphia, PA
Specialties: Comprehensive Financial Planning, Cash Flow & Savings, Investment Management, Tax Planning, Student Loan & Debt Management, Insurance & Risk Management, College Education Planning, Employee Benefit Optimization
Fee-Only financial planner located in Philadelphia, PA, serving busy working professionals locally and virtually across the country.
Paula Nangle
CFP®
Marshall Financial Group
Doylestown, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning,
Fee-Only financial planner located in Doylestown, PA, serving clients locally and across the country
David Emery
CFP®, CDFA®, MBA
Planning Capital Management
Doylestown, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Doylestown, PA and serving the greater Philadelphia area
Robert Vogel
CFP®
Rockwood Wealth Management
New Hope, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New Hope, PA, serving clients locally and across the country
Kenny Bauer
EA, CFP®
Rockwood Wealth Management
New Hope, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New Hope, PA, serving clients locally and across the country
Michael Garry
CFP®, AIF®, MBA, JD
Yardley Wealth Management
Yardley, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Michael J. Garry, CFP®, JD/MBA, is an Independent Financial Advisor located in Yardley, PA and serving the entire Doylestown area.
Daniel Brady
CFP®, MBA
Planning Capital Management
Philadelphia, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Radnor, PA, serving clients locally and across the country
Ryan Kelly
CFP®, CRPC®, AIF®, EA
Aries Financial Navigators
Lititz, PA
Specialties: Retirement Planning, Comprehensive Financial Planning, Tax Planning, Investment Management, College Education Planning
Fee-Only financial planner located in Lititz, PA servicing clients in the Philadelphia, Lancaster, and Harrisburg local communities, as well as clients nationwide via virtual meetings.
Rick Rodgers
CFP®, CRPC®
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lancaster, PA, serving clients locally and across the country
Mark Rioboli
CFP®, CFS
Modera Wealth Management, LLC
Wayne, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Wayne, PA, serving clients locally and across the country
Mark Brinser
CFP®
Stewardship Advisors, LLC
Mount Joy, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Mount Joy, PA, serving clients locally and across the country
Chad Johnson
CPA, Candidate for CFP®
Spartan Wealth Solutions LLC
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lancaster, PA, serving clients locally and across the country
Alan Rhode
CFP®, CPWA®, RLP®
Modern Wealth LLC
Oreland, PA
Specialties: Financial Life Planning, Financial Planning, Investment Management
ꜰᴇᴇ ᴏɴʟʏ ꜰɪɴᴀɴᴄɪᴀʟ ᴀᴅᴠɪꜱᴏʀ ᴘᴀʀᴛɴᴇʀɪɴɢ ᴡɪᴛʜ ɢᴇɴ x ᴇɴᴛʀᴇᴘʀᴇɴᴇᴜʀꜱ ᴀɴᴅ ᴇxᴇᴄᴜᴛɪᴠᴇꜱ
Michael Henzes
CFP®, EA, MBA
Open Wealth Network
Pottstown, PA
Specialties: Pre-Retirement Checkup, Retirement Income Planning, Investment Management, Late Stage College Planning, Tax Planning, Comprehensive Financial Planning
Flat dollar, fee-Only financial planner located in Pottstown, PA, serving clients in the greater Philadelphia area and across the country
Dave Rowan
CFP®, MBA
Rowan Financial, LLC
Bethlehem, PA
Specialties: Real Estate Investing, Comprehensive Financial Planning, Retirement Plans for Individuals and Small Business Owners, Financial Advice for Career & Life Transitions, Impact Investing, Investment Management
Balanced, comprehensive and unbiased financial advice.
Justin Harvey
CFP®, ChFC®, RICP®
APM Wealth
Philadelphia, PA
Specialties: Physician Finances, Student Loan Planning, Growing Your Income, Tax Planning, Comprehensive Financial Planning, Investment Management
Fee-Only financial planner located in Philadelphia, PA, serving clients locally and across the country
Lynn S. Evans
CFP®
Women of Substance, LLC
South Abington Township, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-only financial planning firm committed to helping independent women in the professions, entrepreneurs, and business leaders
Ryan Kaysen
CFP®
Integritas Financial
Blue Bell, PA
Specialties: Estate Planning, Investment Management, College Education Planning, Tax Planning, Budgeting, Debt Managment, Small Business Strategy
Fee-Only financial planner located in Blue Bell, PA, with a focus on estate planning and investment management
Jonathan Kiehl
CFP®, CKA®
Evenkiehl, LLC
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lancaster, PA, serving clients locally and across the country
Rick Bell
CLU®
Planning Capital Management
Philadelphia, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Philadelphia, PA, serving clients locally and across the country
Joseph Hogan
CSLP®, CFP®
WealthFD
Philadelphia, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Mays Landing, NJ, serving clients locally and across the country
Samuel Feldbaum
CFP®, MST
Rockwood Wealth Management
New Hope, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving New Hope, Bucks County, PA area.
Brendan Dooley
CFP®, CRPC®
Meaningful Wealth Management LLC
Flourtown, PA
Specialties: Comprehensive Financial Planning, Investment Management, Equity-based Compensation
Fee-Only financial planner located in Flourtown, PA, serving clients locally and across the country
David Niggel
CFP®, ChFC®, AIF®
Key Wealth Partners
Lititz, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lititz, PA, serving clients locally and across the country
Jim McGowan
CFP®
Marshall Financial Group
Doylestown, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Doylestown, PA, serving clients locally and across the country
Diane Pearson
CFP®, CDFA®, PPC™, CeFT®
Pearson Financial Planning
Wexford, PA
Specialties: Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning,
Fee-Only financial planner located in Wexford, PA, serving clients locally and across the country
Dominic Corabi
MBA, CFP®
Wedmont Private Capital
West Chester, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in West Chester, PA, serving clients locally and across the country
Chip Addis
Addis Hill, Inc.
Wayne, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Wealth Adviser located in Wayne, PA and serving the greater Philadelphia, PA area
Matthew Stearns
CKA®, CFP®, RICP®
Millennial Money Management LLC
Meadville, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Meadville, PA, serving clients locally and across the country
John Augenblick
CFP®, MBA
Rockwood Wealth Management
New Hope, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving New Hope, Bucks County, PA area.
Joshua Knauss
CFP®
OMNIWEALTH INVESTMENTS LLC
Lewisburg, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planning and Investment Management firm located in Lewisburg, PA, serving clients locally and around the globe.
Russ Weiss
CFP®
Marshall Financial Group
Doylestown, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Doylestown, PA, serving clients locally and across the country
Lita 'Lee' Pelko
CFP®, CRPC®
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lancaster, PA, serving clients locally and across the country
Alan Schapire
MBA, CPA/PFS, CFP®
Convergent Financial Strategies
Plymouth Meeting, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning, Divorce Planning
Alan Schapire is a Fee-Only Financial Planner located in Plymouth Meeting, PA and serving clients nationwide.
Thomas Saunders
Winthrop Partners
Doylestown, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Doylestown, PA, serving clients locally and across the country
Allen Osgood, Jr.
CFP®, B.S.B.A.
Financial Freedom
Malvern, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fiduciary wealth management professionals with offices in PA, OH, FL, and ME
James Adams
CFA®, CFP®, MBA
BSSF Wealth
Camp Hill, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning,
Client Focused. Personalized Solutions. We take a holistic approach to asset management and financial planning.
Vincent R. Barbera
CFP®, MSFS
Newbridge Wealth Management
Berwyn, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fiduciary embracing Fee-Only Financial Planner serving clients Nationwide.
Michael Helveston
CFP®, CRPC®
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lancaster, PA, serving clients locally and across the country
Carl Emerick
CFP®, CPA, MS
Emerick Financial Planning, LLC
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving the Pittsburgh, PA area.
Carl Nadwodny
CFA®, CFP®
Convergent Financial Strategies
Plymouth Meeting, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Carl Nadwodny is a Fee-Only Financial Planner located in Wayne, PA and serving clients nationwide.
Robert J Falcon
CFP®, CPA/PFS, CCFC, MBA
Falcon Wealth Managers LLC
Concordville, PA
Specialties: Tax Planning, Retirement Income Planning, College Education Planning, Comprehensive Financial Planning, Investment Management
Philadelphia area Fee-Only financial planner serving clients locally and across the country.
Keith McGowan
CFP®
American Advisors, LLC
Newtown, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Newtown, PA, serving clients locally and across the country
Kyle Beckhusen
CFP®, CLU®
Wright Associates
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country
Jeffrey Broadhurst
CFP®, CFA, MBA
Broadhurst Financial Advisors, Inc.
West Point, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Planner serving Philadelphia and the eastern PA area
Timothy Decker
AIF®, PPC™®
ISI Financial Group, Inc.
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Lancaster, PA and Serving Clients Worldwide
Allen A. Osgood
CFP®, MBA
Financial Freedom
Malvern, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fiduciary wealth management professionals with offices in PA, OH, FL, and ME
Michael Hartman
CFP®, RICP®
Hyperion Financial
Shillington, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Mitigating Taxes, Optimizing Investments, Charitable Giving
Fee-Only financial planner located in Reading, PA, serving clients locally and across the country
Kevin Hartnett
CFP®
Sensenig Capital Advisors
Collegeville, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Collegeville, PA, serving clients locally and across the country
Bobby Cremins
CFA®, CFP®, CKA®
Metanoia Financial
Philadelphia, PA
Specialties: Investment Management, Executive Compensation, Stock Options and RSUs, Retirement Planning
Build the Stress-free Retirement You Deserve
James Holtzman
CFP®
Legend Financial Advisors, Inc.®
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Award-Winning Fee-Only Financial Advisor Located in Pittsburgh, PA, Serving Clients Locally and Across the Country
Ed Aufman
CFP®
Aufman Associates Inc.
Sewickley, PA
Specialties: Comprehensive Management, Estate Planning, Trust Administration, Management for Families / Generations
Comprehensive financial management for individuals, families, trusts, and foundations.
William Suplee
CFA®, CFP®, ChFC®, AIF®, CASL®
Structured Asset Management, Inc.
Berwyn, PA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Berwyn, PA, serving clients locally and across the country
Adam Wright
CFA®, CFP®
Wright Associates
Pittsburgh, PA
Specialties: Comprehensive Retirement Planning, Retirement Income Planning, Tax Planning, Risk Management, Investment Management
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country
Donald DeMuth
CFA, MBA, CPA/PFS/ABV
Mighty Oak Strong America Investment Company
Mechanicsburg, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Mechanicsburg, PA and serving the greater Harrisburg, PA area and clients nationwide
Michael Whitehead
CFA®, CFP®
Hutchison Whitehead Wealth Management, LLC
Canonsburg, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Canonsburg, PA, serving clients locally and across the country
Devin Faddoul
CFP® Candidate
Adda Financial
Pittsburgh, PA
Specialties: Financial Independence, Lifestyle Design, Investment Management, Cash Flow Analysis, Tax Planning, Money & Relationships
My mission is to educate and empower people born in the 80's and 90's, so that we can master our money and craft a life that we never want to retire from.
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
