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:
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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.
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.
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)
