Fee-Only Financial Planners in Pennsylvania

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.

Fee-Only Financial Planners in Pennsylvania:

Monica Garver

CPA, CFP®, AIF®A, CDFA®™

RTD Financial Advisors, Inc.

Johnstown, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Johnstown, PA, serving clients locally and across the country

Richard Durso

CFP®, AEP®

RTD Financial Advisors, Inc.

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

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

Megan Donnelly

CFP®, ChFC®, MBA, RICP®

Quabbin Advisors, LLC

Moosic, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Moosic, PA, serving clients locally and across the country

Lynn Evans

CFP®

Women of Substance, LLC

Clarks Summit, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Baby Boomer women

Fee-Only Financial Advisor Serving the Entire Northeast US

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

Michael Garry

CFP®, MBA, JD

Yardley Wealth Management

Newtown, 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 Newtown, PA and serving the entire Doylestown area.

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

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.

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

Lita 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

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

Glenn Meyer

CFP®, CLU®, ChFC®, CPA

GDM Advisory Group, Ltd.

Jenkintown, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Jenkintown, PA, serving clients locally and across the country

Kurt Angstadt

CFP®

Sensenig Capital Advisors, Inc.

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.

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.

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

Vincent 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.

Diane Pearson

CFP®, PPC®, CDFA®

Legend Financial Advisors, Inc.

Pittsburgh, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Pittsburgh, PA and Serving Clients Nationwide

C. Bradley Bond

CFP®, CFA, AIF®

C. B. Bond Financial Planning

Export, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner serving the greater Pittsburgh, PA region and clients across the country through virtual services

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.

Jennifer Reddinger Wolfe

CFP®, CDFA®, AAMS®

Wealthcare Capital Management

Beaver, PA

Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Caregiver Transition Specialist

Fee-Only financial planner located in Beaver, PA, serving clients locally and across the country

Carl Nadwodny

CFA

Convergent Financial Strategies

Wayne, 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.

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

Anna Foxburn

CFP®

Foxburn Financial Group

Pittsburgh, PA

Specialties: Business Planning, Financial Planning, Investment Management, Estate Planning Services, Education Planning

Fee-Only Financial Planner Located in Pittsburgh, PA and Serving Clients 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

Bobby Cremins

CFA, CFP®, CKA

Metanoia Financial

Philadelphia, PA

Specialties: Retirement Planning, Financial Planning, Investment Management, Education Planning

William Suplee

CFA, CFP®, ChFC®, AIF®, CASL®

Structured Asset Management, Inc.

Berwyn, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Berwyn, PA, serving clients locally and across the country

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

Lou Stanasolovich

CFP®

Legend Financial Advisors, Inc

Pittsburgh, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Legend Financial Advisors is a Non-Commission, Fee-Only Investment Advisory Firm.

Michael Smith

CFP®

RTD Financial Advisors, Inc.

Philadelphia, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Corporate Retirement Plans

Fee-Only Financial Planner with offices in Philadelphia, Atlanta, Bonita Springs (FL), Mt. Laurel (NJ), West Chester and Johnstown (PA)

John Hochschwender

CFP®, MBA

RTD Financial Advisors, Inc.

Philadelphia, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Philadelphia, PA and Serving Clients Nationwide

Alan Schapire

MBA, CPA/PFS, CFP®

Convergent Financial Strategies

Wayne, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Alan Schapire is a Fee-Only Financial Planner located in Wayne, PA and serving clients nationwide.

Brian Booth

CFP®, MS

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 & Annapolis, MD. Serving Clients Nationwide

Carl Sensenig

Sensenig Capital Advisors, Inc.

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.

David Emery

CFP®, CDFA®™

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 and serving the greater Philadelphia area

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

Jeff Weiand

RTD Financial Advisors, Inc.

Philadelphia, PA

Steven Sivak

Innovate Wealth

Pittsburgh, PA

Jeffrey McClarren

McClarren Financial Advisors

State College, PA

Nicole Kianka

Wescott Financial Advisory Group LLC

Philadelphia, PA

Carrie Fellon

JoycePayne Partners

Bethlehem, PA

Vincent De Giovanni

Summit Financial Advisors, LLC

Doylestown, PA

Marc Labadie

RTD Financial Advisors, Inc.

Philadelphia, PA

Rachel Moran

RTD Financial Advisors, Inc.

Philadelphia, PA

Scott Worley

Buckingham Strategic Wealth

Wyomissing, PA

Jeremie Patrick

Rodgers & Associates

Lancaster, PA

Mark Kelly

Rockwood Wealth Management

New Hope, PA

Grant Rawdin

Wescott Financial Advisory Group LLC

Philadelphia, PA

Robert Stephenson

Rockwood Wealth Management

New Hope, PA

Gary Storie

Storie Financial Advisory, LLC

Canonsburg, PA

Brent R. Sutherland

CFP®, AIF®

Ntellivest, LLC

Pittsburgh, PA

Karen McIntyre

Wescott Financial Advisory Group LLC

Philadelphia, PA

Chiara Renninger

Buckingham Strategic Wealth

Wyomissing, PA

Paul LaViola

Foundation Wealth Management, LLC

Media, PA

Henry Cluver

RTD Financial Advisors, Inc.

Philadelphia, PA

Alan Brecher

RTD Financial Advisors, Inc.

Philadelphia, PA

Bill Nelson

Pacesetter Planning LLC

Philadelphia, PA

Robert Choiniere

Plans to Prosper, LLC

Wexford, PA

Roy Diliberto

RTD Financial Advisors, Inc.

Philadelphia, PA

Sandra Goodstein

Wescott Financial Advisory Group LLC

Fort Washington, PA

Robert Waskiewicz

Wescott Financial Advisory Group LLC

Philadelphia, PA

Gregory Aloia

Abacus Wealth Partners, LLC

Philadelphia, PA

Jim McGowan

Marshall Financial Group

Doylestown, PA

Russell Wild

Global Portfolios

Philadelphia, PA

Edward J. Aufman

Aufman Associates Inc.

Sewickley, PA

Henry Ramirez

Wescott Financial Advisory Group LLC

Philadelphia, PA

Patrick Runyen

Independence Advisors, LLC

Wayne, PA

Robert Boehner

Financial Consulate, Inc.

Gettysburg, PA

Thomas Terhaar

Conrad Siegel Investment Advisors, Inc.

Harrisburg, PA

Erika Eckman

Rodgers & Associates

Lancaster, PA

David Lafferty

Wescott Financial Advisory Group LLC

Philadelphia, PA

Christopher Cortese

Wescott Financial Advisory Group LLC

Philadelphia, PA

Edward Hauck

Parentebeard Wealth Management

Lancaster, PA

L Edward Price

RTD Financial Advisors, Inc.

Philadelphia, PA

Lewis Christman

Christman Financial Advisors LLC

Macungie, PA

Christopher Vassallo

RTD Financial Advisors, Inc.

Philadelphia, PA

Patrick Carney

Rodgers & Associates

Lancaster, PA

Robin Russo

Rodgers & Associates

Lancaster, PA

William Aquila

Waypoint Financial, LLC

Dublin, PA

Sarah Caine

JoycePayne Partners

Bethlehem, PA

Tiffany Leherr

Rodgers & Associates

Lancaster, PA

Susan Green

Wescott Financial Advisory Group LLC

Philadelphia, PA

David Niggel

Key Wealth Partners

Lititz, PA

Neil Kauffman

Kauffman & Drebing

Philadelphia, PA

William Morgan

Buckingham Strategic Wealth

Wyomissing, PA

Jeff Metz

RTD Financial Advisors, Inc.

Bala Cynwyd, PA

William Heidig

FiscalWise, Inc.

Media, PA

Thomas Walker

Structured Asset Management, Inc.

Berwyn, PA

Robert Wilgos

CFP®

Summit Financial Advisors, LLC

Newtown, PA

David Markle

Markle Wealth Management

Allentown, PA

George Blenner

Summit Financial Advisors, LLC

Newtown, PA

Jason Cole

Abacus Wealth Partners, LLC

Philadelphia, PA

Daniel Cairns

Marshall Financial Group

Doylestown, PA

William Love

Marshall Financial Group

Doylestown, PA

Justin Harvey

Quantifi Planning, LLC

PHILADELPHIA, PA

Patrick Ryan Kelly

Rodgers & Associates

Lancaster, PA

Steve Templeton

Templeton Financial Planning

Pittsburgh, PA

Thomas Smedile

Swarthmore Financial Advisors, Ltd.

Media, PA

Scott Michalek

Wescott Financial Advisory Group LLC

Philadelphia, PA

Samuel Feldbaum

Rockwood Wealth Management

New Hope, PA

Justin Parr

Lightship Mutual

Pittsburgh, PA

Donald Scholz

Marshall Financial Group

Doylestown, PA

Erin Baehr

Baehr Family Financial, LLC

Stroudsburg, PA

F. Louis Cicero

Swarthmore Financial Advisors, Ltd.

Media, PA

Lydia Sheckels

Wescott Financial Advisory Group LLC

Philadelphia, PA

Kevin Brosious

MBA, CFP®, CPA, PFS, CGMA

Wealth Management, Inc.

Allentown, PA

Stephen McDade

Foundation Wealth Management, LLC

Media, PA

Jonathan Heller

KEJ Financial Advisors, LLC

Newtown, PA

Jennifer Pieson

JoycePayne Partners

Bethlehem, PA

Richard Busillo

RTD Financial Advisors, Inc.

Philadelphia, PA

Elaine Granieri

Wescott Financial Advisory Group LLC

Fort Washington, PA

Jeremy Walter

Fident Financial, LLC

Lancaster, PA

Kenny Bauer

Rockwood Wealth Management

New Hope, PA

Timothy Caban

Copper Beech Advisors, LLC

Malvern, PA

Dina Megretskaia

Rockwood Wealth Management

New Hope, PA

William Marshall

Marshall Financial Group

Doylestown, PA

Marilee Falco

JoycePayne Partners

Bethlehem, PA

Adam Kazan

Adam S. Kazan, CPA

Narberth, PA

Brooke Petersen

Conrad Siegel Investment Advisors, Inc.

Harrisburg, PA

Stephanie James

Wescott Financial Advisory Group LLC

Philadelphia, PA

Edward B. Aufman

Aufman Associates Inc.

Sewickley, PA

Keith Lebermann

Downingtown, PA

  • 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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser