Fee-Only Financial Planners in Philadelphia, PA

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 Philadelphia, PA:

Marc Fulmer

ChFC®

Luminous Financial Planning LLC

Lansdale, PA

Specialties: Comprehensive Financial Planning, Insurance Planning, Education Planning, Retirement Planning, Estate Planning

Fee-Only financial planner serving Lansdale, PA and surrounding communities

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

I can work with clients anywhere!

Justin Harvey

CFP®, ChFC®, RICP®

Quantifi Planning, LLC

Philadelphia, PA

Specialties: Student Loan Planning, Tax Planning, Comprehensive Financial Planning, Investment Management, Retirement Income Planning

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

I can work with clients anywhere!

Bobby Cremins

CFA, CFP®, CKA

Metanoia Financial

Philadelphia, PA

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

John Hochschwender

CFP®, MBA

RTD Financial Advisors, Inc.

Philadelphia, PA

Roy Diliberto

RTD Financial Advisors, Inc.

Philadelphia, PA

Nicole Kianka

Wescott Financial Advisory Group LLC

Philadelphia, PA

Henry Cluver

RTD Financial Advisors, Inc.

Philadelphia, PA

Jason Cole

Abacus Wealth Partners, LLC

Philadelphia, PA

Christopher Cortese

Wescott Financial Advisory Group LLC

Philadelphia, PA

Susan Green

Wescott Financial Advisory Group LLC

Philadelphia, PA

Jeff Weiand

RTD Financial Advisors, Inc.

Philadelphia, PA

Christopher Vassallo

RTD Financial Advisors, Inc.

Philadelphia, PA

Robert Waskiewicz

Wescott Financial Advisory Group LLC

Philadelphia, PA

Robert Stromberg

CFP®

Mountain River Financial, LLC

Jenkintown, PA

Neil Kauffman

Kauffman & Drebing

Philadelphia, PA

Richard Durso

CFP®, AEP®

RTD Financial Advisors, Inc.

Philadelphia, PA

Richard Busillo

RTD Financial Advisors, Inc.

Philadelphia, PA

Michael Smith

CFP®

RTD Financial Advisors, Inc.

Philadelphia, PA

David Lafferty

Wescott Financial Advisory Group LLC

Philadelphia, PA

Alan Brecher

RTD Financial Advisors, Inc.

Philadelphia, PA

Karen McIntyre

Wescott Financial Advisory Group LLC

Philadelphia, PA

Rachel Moran

RTD Financial Advisors, Inc.

Philadelphia, PA

Grant Rawdin

Wescott Financial Advisory Group LLC

Philadelphia, PA

Russell Wild

Global Portfolios

Philadelphia, PA

Gregory Aloia

Abacus Wealth Partners, LLC

Philadelphia, PA

Nancy Nawn

WatchDog Planning, LLC

Havertown, PA

L Edward Price

RTD Financial Advisors, Inc.

Philadelphia, PA

Lydia Sheckels

Wescott Financial Advisory Group LLC

Philadelphia, PA

Stephanie James

Wescott Financial Advisory Group LLC

Philadelphia, PA

Marc Labadie

RTD Financial Advisors, Inc.

Philadelphia, PA

Scott Michalek

Wescott Financial Advisory Group LLC

Philadelphia, PA

Bill Nelson

Pacesetter Planning LLC

Philadelphia, PA

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    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

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