Advice only financial planners in Pennsylvania
Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else.
37 firms in Pennsylvania that filed as advice only financial planners publish dollar fees in their brochures. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $250/hr | $200-$275/hr | 29 firms |
| Flat or project fee | $3,875 | $2,000-$5,500 | 26 firms |
| Annual retainer | $8,000/yr | $750-$11,250/yr | 7 firms |
Advice only financial planners in Pennsylvania and their published fees
37 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 100 Plus PlanningCenter Valley | Not published | $1,000-$6,000 | Not published |
| Anthony Petsis & Associates Inc.Newtown | $230/hr | Not published | Not published |
| Blue Coast Financial PlanningMaple Glen | $250/hr | $2,500-$5,000 | Not published |
| Clearstream Planning, LLCAllentown | $300/hr | $300-$20,000 | Not published |
| Comprehensive Advisors, LLCLansdale | $75-$385/hr | $1,500-$15,000 | Not published |
| Duncan Financial Planning AdvisorsIrwin | $500/hr | $25,000 | $250-$10,000/yr |
| Emancipare Investment AdvisorsEaston | $199/hr | $699 | $399/mo |
| Emerick Financial Planning, LLCPittsburgh | $120-$360/hr | $500-$10,000 | Not published |
| Finease ConsultingPittsburgh | Not published | $1,000 | Not published |
| Foundation Financial Planning, LLCPhiladelphia | $160-$165/hr | Not published | Not published |
| Great Valley Tax & Financial ServicesPaoli | $250/hr | $3,500 | Not published |
| Green Trails Wealth LLCWayne | Not published | $500-$10,000 | $100-$2,000/mo |
| Gregory Financial LLCDoylestown | $300/hr | $3,000-$7,000 | $6,000-$10,000/yr |
| Hendrix Financial PlanningBoiling Springs | $175/hr | $2,500-$10,000 | Not published |
| Kauffman & DrebingSwarthmore | $320/hr | Not published | Not published |
| Kramer Fiduciary ServicesPittsburgh | $125/hr | Not published | Not published |
| Livelihood LLCPhiladelphia | $100-$400/hr | $1,800-$5,500 | Not published |
| Madi Manages Money LLCMurrysville | Not published | $2,000-$10,000 | $100-$500/mo |
| Manion Financial Solutions LLCLigonier | $200/hr | $10,000 | Not published |
| Maximum Asset StrategiesNewtown | $300/hr | $500-$2,500 | Not published |
| On Target Financial PlanningWest Chester | $275/hr | $2,499-$7,500 | $199-$349/mo |
| Paraplan OndemandPittsburgh | Not published | $1,500 | Not published |
| Personal Wealth Advisory, LLCLancaster | $150-$400/hr | Not published | Not published |
| Phelps Financial AdvisorsState College | $200/hr | $1,200-$3,600 | Not published |
| Prosper Wisely, LLCPittsburgh | Not published | $600 | Not published |
| Reliance Financial AdvisorsSewickley | $250/hr | Not published | Not published |
| Scarsdale Investment Group, LTD.Blue Bell | $200-$300/hr | Not published | $1,750-$3,741/mo |
| Step Forward FinancialLewistown | $72/hr | Not published | $720/yr |
| The Financial Advisory GroupYork | Not published | $2,000-$6,000 | Not published |
| The Seb Group, Inc.Philadelphia | $500/hr | Not published | Not published |
| Throughline Financial PlanningDowningtown | $250/hr | $1,000-$10,000 | $2,500-$75,000/yr |
| Truewealth SolutionsRadnor | Not published | $1,500-$7,000 | $500-$800/qtr |
| Vantage Advisors, LLCWayne | $250/hr | Not published | Not published |
| Vera-Cpa, Inc.Lords Valley | $250/hr | $250 | $750/yr |
| Wealthpenn.com LLCSinking Spring | $165/hr | $2,500 | $8,200/yr |
| Worrell Financial LLCWest Chester | $250/hr | $500-$3,500 | Not published |
| Zimmer Financial PlanningBethel Park | $300/hr | Not published | $7,500-$15,000/yr |
No firms match these filters.
Also filed as advice only financial planners, without a published price (18)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Ando Arashi, Mechanicsburg
- BCR Financial Services, LLC, Wexford
- Blue Horizon Wealth Management, LLC, Johnstown
- Brinker Financial, Broomall
- Cerebrum Financial Services, LLC, Devon
- Comprehensive Financial Advisers, Exton
- CPC Financial Planning, Inc, King Of Prussia
- Deep Draft Consulting, LLC, Allentown
- DS Financial Strategies, LLC, King Of Prussia
- Kuleck Financial Planning, Emporium
- Peteralexander, West Conshohocken
- Pioneer Fortress Consulting LLC, Lewisburg
- Plumtree Financial Planning, Malvern
- Private Wealth Services, LLC, Cranberry Township
- Savageadvisory, Philadelphia
- Sigma Financial, Inc., Allentown
- Wealth Quest, LTD., Palmyra
- William Evans Investment Advisor, Pipersville