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
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
Bobby Cremins
CFA, CFP®, CKA
Metanoia Financial
Philadelphia, PA
Specialties: Retirement Planning, Financial Planning, Investment Management, Education Planning
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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)
