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:

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

Christopher Vassallo

CFP®

RTD Financial

Philadelphia, PA

Alexander Rawdin

Wescott Financial Advisory Group LLC

Philadelphia, PA

Richard Busillo

CFP®, AIF, RPA

RTD Financial

Philadelphia, PA

Richard Durso

CFP®, AEP®, MBA

RTD Financial

Philadelphia, PA

River Nice

Be Intentional Financial

Philadelphia, PA

Gregory Aloia

Abacus Wealth Partners, LLC

Philadelphia, PA

David Lafferty

Wescott Financial Advisory Group LLC

Philadelphia, PA

Robert Waskiewicz

Wescott Financial Advisory Group LLC

Philadelphia, PA

Stephanie James

Wescott Financial Advisory Group LLC

Philadelphia, PA

L Edward Price

CFP®

RTD Financial

Philadelphia, PA

Jeff Weiand

CFP®, AIF

RTD Financial

Philadelphia, PA

Neil Kauffman

Kauffman & Drebing

Swarthmore, PA

Megan Kiesel

Livelihood

Philadelphia, PA

Lydia Sheckels

Wescott Financial Advisory Group LLC

Philadelphia, PA

Scott Michalek

Wescott Financial Advisory Group LLC

Philadelphia, PA

Karen McIntyre

Wescott Financial Advisory Group LLC

Philadelphia, PA

Rachel Moran

CFP®

RTD Financial

Philadelphia, PA

Kate Barron-Alicante

Abacus Wealth Partners, LLC

Philadelphia, PA

Russell Wild

Global Portfolios

Philadelphia, PA

Susan Green

Wescott Financial Advisory Group LLC

Philadelphia, PA

Grant Rawdin

Wescott Financial Advisory Group LLC

Philadelphia, PA

Marc Labadie

RTD Financial Advisors Inc.

Philadelphia, PA

Man-Hyung Hahn

CFP®, CPA, EA, MBA

RTD Financial

Philadelphia, PA

Henry Cluver

RTD Financial Advisors Inc.

Philadelphia, PA

Robert Stromberg

CFP®

Mountain River Financial, LLC

Jenkintown, PA

Christopher Cortese

Wescott Financial Advisory Group LLC

Philadelphia, PA

  • Refine Your Search

      Search By Zip Code or City


    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