Flat fee financial advisors in Pennsylvania
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Pennsylvania is $3,750, from 227 firms that filed as flat fee financial advisors and list a price. The middle half charge $1,750-$7,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $3,750 | $1,750-$7,000 | 227 firms |
Flat fee financial advisors in Pennsylvania and their published fees
227 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Earndex, LLCBryn Mawr | Not published | $100-$30,000 | $100-$3,000/mo |
| Social Justice Capital LLCBethlehem | $250/hr | $100-$10,000 | $100-$10,000/mo |
| SP Wealth PlanningChurchville | $250-$450/hr | $100-$1,000 | Not published |
| Evident FinancialErie | Not published | $125-$250 | $2,500/yr |
| J.m. Hite Financial LLCTroy | Not published | $200-$2,000 | Not published |
| Nfi, LLCSeven Fields | Not published | $200-$10,000 | Not published |
| Stonefield Capital LTD.Malvern | Not published | $200-$10,000 | Not published |
| Weyhill Investment Counsel, LLCBethlehem | $250/hr | $200-$5,000 | Not published |
| Alliance FinancialWyomissing | $150-$500/hr | $250-$10,000 | $250-$10,000/yr |
| Blue Bell Private Wealth Management, LLCBlue Bell | $250-$500/hr | $250-$10,000 | Not published |
| Bowman Wealth Management GroupHershey | Not published | $250-$2,000 | Not published |
| BTG Capital LLCConshohocken | $500/hr | $250-$10,000 | Not published |
| Etch FinancialPittsburgh | $250/hr | $250-$10,000 | $200-$500/mo |
| Harvest Financial PartnersPaoli | $350/hr | $250-$4,000 | Not published |
| I.m.s. Wealth Management, LLCErie | $125/hr | $250-$1,500 | Not published |
| Mercantile Advisors, LLCCamp Hill | $75-$150/hr | $250-$2,500 | Not published |
| One-Up FinancialErie | Not published | $250-$750 | Not published |
| Summit Investment Advisory Group LLCHuntingdon Valley | Not published | $250-$4,000 | Not published |
| Trunorth Financial Services, Inc.Chambersburg | $250/hr | $250-$500 | Not published |
| Vera-Cpa, Inc.Lords ValleyNo AUM fee | $250/hr | $250 | $750/yr |
| Lakeland Investor Services, Inc.Conneaut Lake | Not published | $295-$695 | Not published |
| Clearstream Planning, LLCAllentownNo AUM fee | $300/hr | $300-$20,000 | Not published |
| Granite Financial Advisors, Inc.Lewisburg | Not published | $300 | Not published |
| Keller Financial GroupCamp Hill | $250-$500/hr | $300-$30,000 | Not published |
| Liberty Asset ManagementAllentown | $150-$300/hr | $300-$3,000 | Not published |
| Main Street Financial Solutions, LLCNewtown | Not published | $300-$15,000 | Not published |
| Neptune WealthPittsburgh | $100-$350/hr | $300-$3,000 | $2,500-$25,000/mo |
| Wealthwise AdvisorsMedia | Not published | $300-$3,500 | Not published |
| Inclusive Wealth Financial Planning LLCMechanicsburg | $250-$500/hr | $400-$600 | $500-$950/qtr |
| Hyperion FinancialShillington | Not published | $495-$2,495 | $75/mo |
| Asbury CapitalWest Chester | $250/hr | $500-$1,500 | Not published |
| Atwater MalickLancaster | Not published | $500 | Not published |
| Auctus Wealth Management Inc.Philadelphia | $150/hr | $500 | Not published |
| Avantra Family Wealth, Inc.Mechanicsburg | Not published | $500-$5,000 | $500-$5,000/yr |
| Bill Few Associates, Inc.Sewickley | $200-$300/hr | $500-$5,000 | Not published |
| Bluesphere Advisors LLCEast Norriton | Not published | $500-$40,000 | Not published |
| Boatman Wealth Management, LLCMonessen | $200/hr | $500-$3,000 | Not published |
| Breakthrough Investing, LLCNewtown Square | Not published | $500 | Not published |
| Bruton Chisnell Advisors, LLCDowningtown | $100-$250/hr | $500-$2,500 | Not published |
| Center Stage Planning LLCGreeley | Not published | $500-$2,000 | $40/mo |
| Centerview Wealth Advisors, LLCPittsburgh | $100-$300/hr | $500-$30,000 | Not published |
| Chestnut Street Investment Counsel, LLCLancaster | $250-$350/hr | $500-$5,000 | Not published |
| CJ Perry FinancialBerywn | Not published | $500-$5,000 | Not published |
| Cordatus Wealth Management LLCYardley | Not published | $500-$1,000 | Not published |
| Ellis Investment Partners, LLCBerwyn | $150-$500/hr | $500-$5,000 | Not published |
| Emerick Financial Planning, LLCPittsburghNo AUM fee | $120-$360/hr | $500-$10,000 | Not published |
| Evenkiehl, LLCLancaster | Not published | $500-$1,000 | $208-$375/mo |
| Financial Compass LLCPhiladelphia | $500/hr | $500 | Not published |
| Green Leaf AdvisorsNew Bethlehem | Not published | $500-$5,000 | Not published |
| Green Trails Wealth LLCWayneNo AUM fee | Not published | $500-$10,000 | $100-$2,000/mo |
| Incline Financial Planning LLCMars | Not published | $500-$10,000 | Not published |
| Innova Wealth Partners, LLCNewtown | Not published | $500-$10,000 | $1,000-$2,000/mo |
| Jhanti FinancialBensalem | $50/hr | $500 | Not published |
| JMS Capital Group Wealth Services, LLCSewickley | Not published | $500-$5,000 | Not published |
| Kissling Financial Services, LLCNew Castle | $250/hr | $500-$5,000 | Not published |
| Legend Financial Advisors IncPittsburgh | $100-$300/hr | $500-$10,000 | $5,000/yr |
| Liberty Square Wealth Partners LLCBethlehem | $300/hr | $500-$2,500 | Not published |
| Lifetime Financial Foundations, LLCSeven Valleys | $150/hr | $500 | Not published |
| Linc Wealth SolutionsNorristown | $200/hr | $500-$10,000 | Not published |
| Luchini Financial LLCAltoona | Not published | $500-$6,000 | Not published |
| Magness Wealth ManagementTionesta | $100/hr | $500 | Not published |
| Maximum Asset StrategiesNewtownNo AUM fee | $300/hr | $500-$2,500 | Not published |
| MFG Private WealthCanonsburg | $200-$500/hr | $500-$250,000 | Not published |
| Milestone Asset Management, LLCPittsburgh | Not published | $500-$4,000 | Not published |
| Modesto CapitalElkins Park | $150/hr | $500-$10,000 | $125-$2,500/qtr |
| Neshaminy Creek AdvisorsBensalem | $300/hr | $500-$1,000 | $50-$300/mo |
| Northeast Financial Group, Inc.Allentown | $1,000/hr | $500-$20,000 | Not published |
| Old Security GroupWest Chester | Not published | $500-$5,000 | Not published |
| Pinnacle Strategic Wealth Management, LLC.King Of Prussia | $150-$500/hr | $500-$5,000 | Not published |
| Prometheus Capital Management Corp.Yardley | $350/hr | $500-$10,000 | Not published |
| RewealthSinking Spring | $200/hr | $500-$5,000 | $5,000-$15,000/yr |
| Scott Financial Resources LLCHanover | Not published | $500-$5,000 | Not published |
| Sector Analysts LLCAllentown | $150/hr | $500-$3,000 | Not published |
| Stewardship Advisors, LLCMount Joy | Not published | $500 | Not published |
| Stoneridge Wealth Advisors, LLCBangor | $125/hr | $500 | Not published |
| Storehouse Investments LLCNew Castle | $100/hr | $500-$5,000 | Not published |
| Thi, Inc.Sewickley | Not published | $500-$1,000 | Not published |
| Timeless WealthPhoenixville | $250/hr | $500-$15,000 | Not published |
| Worrell Financial LLCWest ChesterNo AUM fee | $250/hr | $500-$3,500 | Not published |
| Prosper Wisely, LLCPittsburghNo AUM fee | Not published | $600 | Not published |
| Emancipare Investment AdvisorsEastonNo AUM fee | $199/hr | $699 | $399/mo |
| Paradigm Money Management, LLCWayne | Not published | $750-$6,000 | Not published |
| Retirement Collaborative LLCHarrisburg | $300/hr | $750-$1,500 | $250-$500/yr |
| TP Investment Advisory Services, LLCWayne | $250/hr | $750-$10,000 | Not published |
| True Horizon Wealth Advisors, LLCMalvern | $250/hr | $750-$10,000 | Not published |
| Wealthu Advisors LLCEnola | Not published | $750-$3,000 | $175-$600/mo |
| First Light WealthHershey | $250/hr | $800-$5,000 | Not published |
| Stout Wealth Advisory Group, LLCMechanicsburg | Not published | $800-$5,000 | Not published |
| Addis & Hill, IncorporatedWayne | Not published | $900 | $5,000/yr |
| Templeton Financial PlanningCoraopolisNo AUM fee | $150/hr | $900 | Not published |
| Randa Wealth StrategiesEaston | $200/hr | $995 | Not published |
| 100 Plus PlanningCenter ValleyNo AUM fee | Not published | $1,000-$6,000 | Not published |
| Beacon Light Wealth ManagementCarnegie | $500/hr | $1,000-$5,000 | Not published |
| Bryce Wealth ManagementWashington Crossing | Not published | $1,000-$2,000 | Not published |
| Buoyant WealthAmbler | Not published | $1,000-$2,500 | $700-$4,000/mo |
| Conrad Siegel Investment AdvisorsHarrisburg | $105-$425/hr | $1,000-$100,000 | Not published |
| Cool Creek FinancialLancaster | $200/hr | $1,000-$2,000 | Not published |
| Coombs Wealth Advisory, LLCBlue Bell | Not published | $1,000-$2,500 | Not published |
| Diversified Human SolutionsPhiladelphia | $150-$200/hr | $1,000-$5,000 | $600/yr |
| Finease ConsultingPittsburghNo AUM fee | Not published | $1,000 | Not published |
| Foundation Capital Management, LLCEast Norriton | $200-$400/hr | $1,000-$2,500 | Not published |
| Giffin Planning Services, Inc.Canonsburg | $200/hr | $1,000-$4,000 | Not published |
| Global Advisers, LLCPhiladelphia | $250/hr | $1,000-$2,000 | Not published |
| Godshalk Welsh Capital Management, Inc.Radnor | $200/hr | $1,000-$5,000 | Not published |
| Invested AdvisorsState College | $250-$500/hr | $1,000-$5,000 | Not published |
| Invictus Financial ServicesWyoming | $250/hr | $1,000-$3,000 | Not published |
| Krown AdvisoryBlue Bell | $200-$500/hr | $1,000-$9,000 | $600-$3,000/qtr |
| Lifelong Advisory CorpNew Hope | Not published | $1,000-$100,000 | Not published |
| Magnolia Private Wealth, LLCPhiladelphia | Not published | $1,000-$45,000 | $1,500-$45,000/yr |
| Niro Nivesto LLCGarnet Valley | Not published | $1,000-$2,500 | Not published |
| Omniwealth Investments LLCLewisburg | Not published | $1,000-$10,000 | Not published |
| Overture Wealth ManagementConshohocken | Not published | $1,000-$7,000 | $7,500-$15,000/yr |
| Penn Portfolio Partners LLCHatfield | $200/hr | $1,000-$2,500 | Not published |
| Psi Capital ManagementLancaster | Not published | $1,000-$2,500 | Not published |
| Rowan Financial LLCBethlehem | $280/hr | $1,000 | Not published |
| Schubert Financial LLCCoatesville | $200/hr | $1,000-$3,500 | Not published |
| Solid Oak AdvisoryPittsburgh | Not published | $1,000 | $300-$2,000/mo |
| Stark Wealth Management LLCBethlehem | Not published | $1,000 | Not published |
| Tannhauser Financial LLCNorth Wales | Not published | $1,000-$20,000 | Not published |
| Thrive Wealth Management, LLCAudubon | $200-$500/hr | $1,000-$100,000 | Not published |
| Throughline Financial PlanningDowningtownNo AUM fee | $250/hr | $1,000-$10,000 | $2,500-$75,000/yr |
| Tobin Investment Planning LLCYardley | Not published | $1,000-$10,000 | Not published |
| Venn Wealth & Benefit Services, LLCAltoona | Not published | $1,000-$2,500 | Not published |
| Vesta FinancialcarePhiladelphiaNo AUM fee | $200/hr | $1,000-$2,500 | Not published |
| WealthfdConshohocken | $250-$1,000/hr | $1,000 | $5,000-$15,000/yr |
| Ford Financial Advisors, LimitedPittsburgh | $300/hr | $1,200 | $2,000/yr |
| George J. AppelHarveys Lake | $250/hr | $1,200-$7,500 | $35/mo |
| Phelps Financial AdvisorsState CollegeNo AUM fee | $200/hr | $1,200-$3,600 | Not published |
| Wealthprotect Advisors LLCPittsburghNo AUM fee | Not published | $1,200 | Not published |
| JRM Tax & Wealth Management, LLCAston | $250/hr | $1,250 | $250-$750/mo |
| Shetland Financial, PLLCCenter Valley | $200/hr | $1,400 | Not published |
| Braun-Bostich & Associates Inc.Canonsburg | Not published | $1,500-$20,000 | Not published |
| Comprehensive Advisors, LLCLansdaleNo AUM fee | $75-$385/hr | $1,500-$15,000 | Not published |
| Fortis Advisors, LLCWayne | Not published | $1,500-$50,000 | Not published |
| Green Trail Investments, LLCWexford | $225/hr | $1,500-$5,000 | Not published |
| Integrated Wealth Solutions, LLCYork | Not published | $1,500-$3,000 | Not published |
| Kintra Wealth, LLCWilliamsport | $200-$400/hr | $1,500-$7,500 | Not published |
| Moondance Investment Advisors, LLCNew Hope | $125-$350/hr | $1,500-$12,000 | Not published |
| Paraplan OndemandPittsburghNo AUM fee | Not published | $1,500 | Not published |
| Park Lane Financial Group LLCWest Pittston | $350/hr | $1,500-$12,000 | $100-$1,000/yr |
| PTM Wealth Management, LLCNorth Wales | $300/hr | $1,500 | $1,200/yr |
| Truewealth SolutionsRadnorNo AUM fee | Not published | $1,500-$7,000 | $500-$800/qtr |
| Harlan Financial LLCLancaster | $250/hr | $1,800-$5,500 | Not published |
| Livelihood LLCPhiladelphiaNo AUM fee | $100-$400/hr | $1,800-$5,500 | Not published |
| Beacon Bridge Wealth Partners, LLCLower Gwynedd | Not published | $2,000-$24,000 | Not published |
| Englebert Financial Advisers, LLCAllentown | $250/hr | $2,000-$75,000 | Not published |
| Johnson & White Wealth Management LLCYork | $250-$400/hr | $2,000-$15,000 | Not published |
| Kej Financial AdvisorsNewtown | $325/hr | $2,000 | $2,800-$60,000/yr |
| Madi Manages Money LLCMurrysvilleNo AUM fee | Not published | $2,000-$10,000 | $100-$500/mo |
| Myers Capital Management, IncAbington | $160/hr | $2,000-$6,000 | Not published |
| RCK Wealth Advisory LLCSouderton | Not published | $2,000-$10,000 | Not published |
| Salcedo Financial ServicesMckeesport | $150/hr | $2,000 | $2,000/qtr |
| Sterling Investment Advisors LTD.Berwyn | Not published | $2,000-$20,000 | Not published |
| Sustainable Financial PlanningPhiladelphia | $300/hr | $2,000-$5,000 | $150-$400/mo |
| The Financial Advisory GroupYorkNo AUM fee | Not published | $2,000-$6,000 | Not published |
| Zenith Wealth PartnersPhiladelphia | Not published | $2,000-$10,000 | $1,000/mo |
| Zizzi InvestmentsMechanicsburg | $250/hr | $2,000-$5,000 | $2,400/yr |
| Waypoint Financial, LLCDublin | $500/hr | $2,400-$12,000 | Not published |
| On Target Financial PlanningWest ChesterNo AUM fee | $275/hr | $2,499-$7,500 | $199-$349/mo |
| Avail Investment Partners, LLCLemont | Not published | $2,500-$15,000 | Not published |
| BLBB AdvisorsMontgomeryville | Not published | $2,500-$10,000 | Not published |
| Blue Coast Financial PlanningMaple GlenNo AUM fee | $250/hr | $2,500-$5,000 | Not published |
| Bright Forge Capital, LLCHatfield | Not published | Up to $2,500 | Not published |
| Brogan Asset Management, LLCWynnewood | $200/hr | $2,500 | Not published |
| Chadds Ford Wealth Partners, LLCChadds Ford | $250-$500/hr | $2,500-$25,000 | Not published |
| Element Risk Wealth AdvisorsHanover | Not published | $2,500-$5,000 | $2,000/yr |
| Elevation Wealth LLCAston | Not published | $2,500-$12,000 | Not published |
| Haverford Wealth Management, LLCErie | $250/hr | $2,500-$7,500 | Not published |
| Hendrix Financial PlanningBoiling SpringsNo AUM fee | $175/hr | $2,500-$10,000 | Not published |
| Ilg Private Wealth, Inc.Mcmurray | $300-$500/hr | $2,500-$25,000 | Not published |
| Keystone Fiduciary Financial Planning and Tax AdvisoryBethlehem | Not published | $2,500-$10,000 | Not published |
| Malvern Capital ManagementMalvern | $500/hr | $2,500 | Not published |
| Ventura Wealth ManagementYardley | $250-$500/hr | $2,500-$12,500 | Not published |
| Wealthkare.com, Inc.Mount Union | Not published | $2,500-$10,000 | Not published |
| Wealthpenn.com LLCSinking SpringNo AUM fee | $165/hr | $2,500 | $8,200/yr |
| 10TH Street CapitalPhiladelphia | $300/hr | $3,000-$20,000 | Not published |
| 2ND Story Wealth PlannersPlymouth Meeting | $400/hr | $3,000-$6,000 | Not published |
| Bryn Mawr Trust Advisors, LLCPhiladelphia | Not published | $3,000 | $2,000/yr |
| Clovelly WealthWayne | Not published | $3,000-$20,000 | Not published |
| Fat Cat Financial AdvisorNorristown | $300/hr | $3,000-$15,000 | Not published |
| Fident Financial, LLCLancaster | Not published | $3,000-$6,500 | $500/mo |
| Gibraltar Wealth Management, LLCAbington | $150-$350/hr | $3,000-$18,000 | $1,200-$60,000/yr |
| Gregory Financial LLCDoylestownNo AUM fee | $300/hr | $3,000-$7,000 | $6,000-$10,000/yr |
| Guardian Capital, LLCWexford | $150/hr | $3,000 | Not published |
| HealthyfpConshohocken | $400/hr | $3,000-$8,000 | Not published |
| Locus Wealth ManagementWest Chester | $350/hr | $3,000-$15,000 | Not published |
| Mpower Wealth Management, LLCDrexel Hill | $100-$250/hr | $3,000 | Not published |
| Veritable Financials LLCPhiladelphia | Not published | $3,000-$10,000 | Not published |
| Financial Integrity Advisors, LLCPhiladelphia | $300/hr | $3,500-$10,000 | $1,200-$24,000/yr |
| Great Valley Tax & Financial ServicesPaoliNo AUM fee | $250/hr | $3,500 | Not published |
| TGS Financial AdvisorsRadnor | Not published | $3,500 | $1,750/qtr |
| Innovate WealthScottdale | $275/hr | $3,800 | $800/qtr |
| Aventine Financial GroupDoylestown | $425/hr | $3,850 | Not published |
| Limerick Financial Group, LLCLimerick | $250-$500/hr | $4,000-$10,000 | Not published |
| Stone Pine Financial PartnersMedia | Not published | $4,000 | Not published |
| Stonecrop Wealth Advisors, LLCWest Chester | $100-$500/hr | $4,000-$20,000 | Not published |
| Alegre Wealth Management, LLCRadnor | Not published | $5,000-$7,500 | Not published |
| Amplius Wealth AdvisorsBlue Bell | $200-$750/hr | $5,000-$50,000 | Not published |
| Brightpath Financial Advisors, LLCEtters | $250/hr | $5,000 | Not published |
| Defiant Capital GroupWarrendale | Not published | $5,000-$45,000 | $8,000-$100,000/yr |
| Elm WealthPhiladelphia | Not published | $5,000 | Not published |
| GFS Financial Advisors, LLCHazleton | $250/hr | $5,000 | $29/mo |
| Grant Street Asset Management IncCanonsburg | Not published | $5,000 | Not published |
| Kapusta Financial GroupPittsburgh | $250/hr | $5,000 | Not published |
| Rockcliff Capital, LLCPittsburgh | $500/hr | $5,000-$50,000 | Not published |
| Sevenbridge Financial Group, LLCHarrisburg | Not published | $5,000-$25,000 | Not published |
| Trinity Wealth Management, LLCBerwyn | $500/hr | $5,000-$50,000 | $5,000/yr |
| Virtual Tax PlannersWyoming | Not published | $5,000-$20,000 | $200-$1,500/mo |
| Woolstone Wealth ManagementMalvern | Not published | $5,000-$15,000 | Not published |
| Your Money Matters Wealth Management, LLCSayre | $250/hr | $5,000 | $2,000/yr |
| Irus Advisory CorporationLevittown | $400/hr | $7,500-$200,000 | Not published |
| All-Pro Advisors LLCGibsonia | Not published | Up to $10,000 | $100-$1,500/mo |
| Ballast Financial Advisors, LLCWest Chester | $500/hr | $10,000 | Not published |
| Equita Financial Network, Inc.Fort Washington | $500/hr | $10,000 | Not published |
| Manion Financial Solutions LLCLigonierNo AUM fee | $200/hr | $10,000 | Not published |
| RKL Private WealthLancaster | $250-$500/hr | $10,000-$25,000 | $20,000/yr |
| Saubel Financial GroupYork | $450/hr | $10,000 | Not published |
| Vision Wealth Advisors, LLCLewisburg | $350/hr | $10,000 | Not published |
| Interchange Capital PartnersPittsburgh | Not published | $12,000-$120,000 | Not published |
| Milestone Financial Associates, LLCMacungie | $450/hr | $20,000 | Not published |
| Duncan Financial Planning AdvisorsIrwinNo AUM fee | $500/hr | $25,000 | $250-$10,000/yr |
| Kriczky Wealth Management LLCDowningtown | $400/hr | Up to $30,000 | Not published |
| Attleboro Wealth Management LLCYardley | Not published | $50,000 | Not published |
| Fragasso Financial AdvisorsSewickley | Not published | $50,000 | Not published |
| Oakmont Capital Management, LLCOakmont | $100-$750/hr | $50,000 | $50,000/yr |
| Prowell Financial Management, LLCExton | Not published | $50,000 | Not published |
| Vantus WealthLancaster | $750/hr | $50,000 | $50,000/yr |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (304)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- 80 West Asset Management, LLC, Pittsburgh
- A Better Way Financial, LLC, Allentown
- Aequitas Equitas Wealth Management LLC, Riegelsville
- Allegheny Financial Group, Pittsburgh
- Allegheny Investments, Pittsburgh
- American Advisors LLC, Langhorne
- Aries Financial Navigators, Inc., Lititz
- Arin Risk Advisors LLC, Conshohocken
- Ascension Legacy Partners, Inc., Bala Cynwyd
- Ata Management Strategies Inc, Whitehall
- Barrister, Fort Washington
- BDB Wealth Advisors LLC, Red Lion
- Bill Messner Contrarian Investment Advisory, LLC, New Castle
- Bird Financial Group LLC, Philadelphia
- Brookhouse Advisors, Meadville
- Buckler Wealth Management, LLC, Coatesville
- Capital a Wealth Management, Cranberry Twp.
- Capridge Advisors, Devon
- Chancellor Financial Group WB LP, Wilkes-barre
- Christine Messmer, P.C., Collegeville
- Christman Financial Advisors LLC, Macungie
- Clear Capital Management LP, Doylestown
- Clearview Financial Partners, Radnor
- Courtside Wealth Partners LLC, Blue Bell
- Erickson Financial Group, LLC, Allentown
- Esg Wealth Advisors, Lansdale
- Falco Wealth Management, Paoli
- Financial Coach, West Chester
- Foundation Financial Planning, LLC, Philadelphia
- Foundation Wealth Management, LLC, Media
- Franklin Madison Private Wealth, Pittsburgh
- G&h Investments, Leola
- Global Wealth Management, LLC, Lansdale
- Goal Quest Advisors, LLC, Berwyn
- Great Oak Wealth Management, Inc, Pottstown
- Great Valley Advisor Group, LLC, Berwyn
- Green Drake Advisors LLC, Bryn Mawr
- GT Wealth LLC, Lebanon
- Healthy Wealth, Boiling Springs
- Hershey Financial Advisers, LLC, Lancaster
- Hoffman Capital Advisors LLC, Cranberry Twp
- Houseman Financial LLC, New Freedom
- Insight Advisors, LLC, Newtown
- Integrity Investment Advisors, LLC, Lansdale
- Invariant Investment Management, Camp Hill
- JCB Financial, Inc., Collegeville
- Jmac Enterprises LLC, Newtown
- K Wealth Advisors, Berwyn
- Keystone Investment Advisors, LLC, Wexford
- Kohlhepp Investment Advisors, LTD., Doylestown
- Kramer Fiduciary Services, Pittsburgh
- Kreiner Financial Wealth Management, Inc., Spring Grove
- Lakeside Planning, Macungie
- Legacy Solutions, LLC, Kennett Square
- Lifeguide Financial Advisors, LLC, Mechanicsburg
- Logan Capital Management, Inc., Newtown Square
- Marion Wealth Management, Monroeville
- Market Street Wealth Management, West Chester
- Mcclarren Financial Advisors, State College
- Medwealth Advisors, Pittsburgh
- Meridian Wealth Partners, LLC, East Norriton
- Michael Leslie Investments LLC, Philadelphia
- Milvian Bridge Advisory, Paoli
- Mor Wealth Management, LLC, Philadelphia
- Morrison Fiduciary Advisors, Inc., Pittsburgh
- Newbridge Wealth Management, Bryn Mawr
- Northeast Advisers, Inc., Paoli
- Odyssey Capital Advisors Inc., Bala Cynwyd
- Omaris Financial, LLC, Abington
- Omicron Advisors, LLC, Lancaster
- Open Wealth Network, Pottstown
- Opulus, Doylestown
- Pace Wealth, Exton
- Paladin Retirement Advisors, Newtown
- Paul R. Kopey & Associates, Chester Springs
- Pavilion Financial Planning, Allentown
- Penn First Advisors, East Stroudsburg
- Pennsylvania Capital Management Inc., Huntingdon Valley
- Personal Wealth Advisory, LLC, Lancaster
- Petredis Investment Advisors, Warrendale
- Pocket Project, Philadelphia
- Powers Capital Management, Conshohocken
- Prosperity Advisers, LLC, Horsham
- Provident Wealth Management Inc, Erie
- Randall & Associates Wealth Management, Butler
- Rational Capital Advisors LLC, Ambler
- Recker Capital Management LLC, Mcmurray
- Reliance Financial Advisors, Sewickley
- Riggs Asset Management Co Inc, Dallas
- River Wealth Advisors LLC, Camp Hill
- Robbins Wealth Management, Erie
- Rockwood Wealth Management, LLC, New Hope
- Rose Valley Asset Management LLC, Media
- RTD Financial Advisors Inc, Philadelphia
- Sage Financial Group Inc., West Conshohocken
- Scarsdale Investment Group, LTD., Blue Bell
- Sensenig Capital Advisors, Inc., Collegeville
- Sharp Financial, Horsham
- Step Forward Financial, Lewistown
- T.e. Zimmerman, Investment Services, Langhorne
- The Coury Firm, Pittsburgh
- Traverse Private Wealth, Radnor
- Trebuchet Consulting, LLC, Pittsburgh
- Van Reed Wealth Management LLC, Wyomissing
- Veery Capital, LLC, West Chester
- Victus Wealth Management, Enola
- Wealth More Enterprise, Inc., Philadelphia
- Wedmont Private Capital, West Chester
- Wescott Financial Advisory Group LLC, Philadelphia
- Westward Planning Group, Narberth
- Whitford Financial Planning, Exton
- Wick Capital Partners, LLC, Wayne
- Wilson Insight, Philadelphia
- Wuenschell Financial Services LLC, Seven Fields
- Zimmer Financial Planning, Bethel Park
- 3RD Level Analytics, Chadds Ford
- 46 Peaks Investment Advisory Group, Newtown
- Abundance Wealth Counselors, LLC, State College
- Acs Tax & Financial Advisors PC, Pottstown
- Advice & Planning Services LLC, Youngwood
- Almanack Investment Partners, Newtown Square
- Altruistic Advisor LLC, East Fallowfield
- Alvin Clay Financial Advisors, LLC, Jenkintown
- Ambrose Wealth Management, Chadds Ford
- Ando Arashi, Mechanicsburg
- Arca Archa, LLC, Abington
- Archetype Advisors, LLC, Doylestown
- Aufman Associates Inc, Sewickley
- Aurdan Capital Management, LLC, Wayne
- Aviator Financial, LLC, Newport
- Bare Wealth Advisors, Gap
- BCR Financial Services, LLC, Wexford
- Benchmark Financial, Schwenksville
- Biondo Investment Advisors LLC, Milford
- Bishop & Company Investment Management, LLC, Erie
- Bloomer Financial Planning LLC, Doylestown
- Botamer Financial, State College
- Brandywine Oak Private Wealth LLC, Kennett Square
- Breakforth Investment Management, Inc, Valencia
- Brightside Wealth Planning, LLC, Center Valley
- Brinker Financial, Broomall
- Buffalo Valley Wealth Plus, Mifflinburg
- Callan Family Office, LLC, Radnor
- Candlelight Financial Solutions, Lincoln University
- Capital Wealth Investments, Scranton
- Carnegie Wealth Management, LLC, Berwyn
- Cartera Investments, Media
- Cgi Wealth Advisors, Inc., Frazer
- Compass Ion Advisors, LLC, Conshohocken
- Comprehensive Financial Advisers, Exton
- Confluence Financial Partners, Mcmurray
- Copper Beech Advisors, LLC, Malvern
- Cornerstone Advisors Asset Management, LLC, Bethlehem
- CPC Financial Planning, Inc, King Of Prussia
- Crossgate Wealth Advisors, LLC, Newtown
- Crossover Capital, Yardley
- CWR Capital Management LLC, Lancaster
- Deep Draft Consulting, LLC, Allentown
- Deluca Financial Planning, Paoli
- DS Financial Strategies, LLC, King Of Prussia
- DT Investment Partners, LLC, Chadds Ford
- Ducharme Wealth Advisors, LLC, Jenkintown
- Eagle Rock Financial Advisers, LTD., Lancaster
- Elliker Financial, Morgantown
- Emmanuel Capital Management, LLC, Pittsurgh
- Ethos Financial Group, LLC, King Of Prussia
- Ewa, LLC, Pittsburgh
- Faithward Advisors, LLC, Lancaster
- Falcon Wealth Managers, Thornton
- Financial Advisors Consortium, Inc., Pittsburgh
- Financial Advisory Services, LLC, Hanover
- Financial Planning Advisors Inc., Wyomissing
- Firstrust Financial Advisors, Conshohocken
- Fiscalwise, Inc., Media
- Flynn Financial, LLC, Blakely
- Ford Investment & Retirement Management LLC, York
- Franklin Retirement Solutions, Inc., Horsham
- Gage Wealth Management Group, Newtown
- Gibson Capital, LLC, Wexford
- Goshen Capital LLC, West Chester
- Goydas Capital Investment Management, LLC, Genesee
- Grandview Asset Management LLC, Harrisburg
- Greycourt & Co., Inc., Pittsburgh
- Groundwork Wealth Management, LLC, Downingtown
- Guyasuta Investment Advisors, Incorporated, Pittsburgh
- Gwynedd Wealth Partners, LLC, Plymouth Meeting
- H Financial Management, Canonsburg
- Hamel Associates,inc., Allentown
- Harmony Road Advisors, Elizabethtown
- Henderson Brothers Financial Partners LLC, Pittsburgh
- Hudock Capital Group, Williamsport
- Hutchison Whitehead Wealth Management, Canonsburg
- Im Wealth Partners, Blue Bell
- Ironview Capital Management, LLC, Conshohocken
- Isakov Planning Group Inc., Southampton
- Jacobi Capital Management, LLC, Pittston
- Kangpan & Co., Gwynedd Valley
- Kathmere Capital Management, LLC, Wayne
- Ketwich Capital LLC, Malvern
- Key Wealth Partners, LLC, Lititz
- Keyvantage Wealth Advisors, Bethlehem
- Kitching Partners, LLC, Conshohocken
- Kooman & Associates, Altoona
- Kuleck Financial Planning, Emporium
- Lansing Street Advisors, Ambler
- Legacy Advisors, LLC, Plymouth Meeting
- Life Stewardship Advisors, Lancaster
- Lynch Investment Planning, LLC, Newtown Square
- Main Advisory, Inc., Canonsburg
- Marathon Strategic Advisors, LLC, Pittsburgh
- Masani Wealth Management, LLC, West Chester
- Master's Wealth Management Inc., Leola
- MB, Levis & Associates,llc, Center Valley
- MC2 Financial Advisers, Inc., Newtown Square
- Mcadam LLC, Radnor
- Mccann Wealth Strategies,inc., State College
- Mchenry Investments, LLC, Beaver
- Members Wealth LLC, Media
- Mfa Wealth Advisors, LLC, Pittsburgh
- Miller Investment Management, LP, West Conshohocken
- Modern Wealth LLC, Blue Bell
- Morgan Financial Incorporated, Oley
- Morton Brown Family Wealth LLC, Allentown
- Mountain River Financial, Jenkintown
- Moyer Wealth Management, Lansdale
- Nav Wealth Partners, Sewickley
- New Wave Financial LLC, Collegeville
- Newsquare Capital, LLC, Newtown Square
- Niche Investment Advisors LLC, King Of Prussia
- Nordwand Advisors, Radnor
- North Manor Capital, Philadelphia
- Northeastern Financial Consultants, Inc., South Abington Township
- Northport Investment Management, LLC, Radnor
- Oars Capital, Dillsburg
- Obrien Greene & Co Inc, Media
- Pegasus Management Services L.L.C., King Of Prussia
- Pennsylvania Advisory Services, Inc., Harrisburg
- Peteralexander, West Conshohocken
- Pioneer Fortress Consulting LLC, Lewisburg
- Pitcairn, Conshohocken
- Plumtree Financial Planning, Malvern
- Private Wealth Services, LLC, Cranberry Township
- Proper Financial, LLC, Wayne
- Providers & Families Wealth Management, Carlisle
- Prudent Management Associates, Philadelphia
- Quantum Strategies Wealth Advisory, Glen Mills
- Quattro Advisors L.L.C., Pittsburgh
- Renaissance Wealth Management, LLC, Bethlehem
- Revisionist Wealth Advisors, LLC, Downingtown
- Rex Consulting, LLC, Seven Fields
- Rittenhouse Wealth Management, LLC, Philadelphia
- River's Edge, Beaver
- Riverside Financial Advisors LLC, Pittsburgh
- Roble, Belko and Company, Inc., Sewickley
- Rolek Retirement Planning, Berwyn
- Rowley Financial, Lancaster
- Salvino Capital Management, LLC, North Wales
- Santori & Peters, Canonsburg
- Savageadvisory, Philadelphia
- Schenley Capital, Inc, Sewickley
- Sequinox Wealth Management, LLC, Lancaster
- Setarcos Wealth Advisors LLC, Philadelphia
- SFR Wealth LLC, Lower Burrell
- Sigma Financial, Inc., Allentown
- Smart Financial Group, LLC, Pittsburgh
- Smithbridge Asset Management, Inc., Chadds Ford
- SP Retirement LLC, Downingtown
- Spring City Partners, LLC, Paoli
- Steven G. Blum and Associates, LLC, Swarthmore
- Stillwater Private Wealth, Allenton
- Stone Fortress Wealth Strategies, Huntingdon Valley
- Stonebridge Financial Group, LLC, Wormleysburg
- Success Wealth Management LLC, Wexford
- Summit Group Retirement Planners, Inc., Exton
- Sweetgum Laboratories LLC, Yardley
- Tactical Wealth Planning LLC, West Conshohocken
- Targeted Financial Planning LLC, East Stroudsburg
- Taxio, Yardley
- The Aranda Group Advisors, LLC, Jenkintown
- The Fairman Group, LLC, Chesterbrook
- Three Rivers Executive Consulting, LLC, Wexford
- Thrift Financial, Inc., Newtown
- Tiller Private Wealth, Inc., Bethlehem
- Time Investments, LLC, Huntingdon Valley
- Tower Bridge Advisors, West Conshohocken
- Tower Wealth Partners, Lewisburg
- Trendscast Financial LLC, Eighty Four
- Valen Private Capital, LLC., Paoli
- Valley Forge Investment Consultants, Inc., Audubon
- Valor Investments and Planning LLC, Easton
- Vama Oak Wealth, LLC, Doylestown
- Verdis Investment Management, LLC, West Conshohocken
- Vertex Financial Advisors LLC, Elkins Park
- Vicus Capital, Inc., State College
- Vindicta Investment Advisors LLC, Sewickley
- Watchtower Wealth Management, Inc., Elizabethtown
- Wealthcare Solutions, LLC, Radnor
- Wellfull, Harleysville
- Wexford Wealth Advisors LLC, Wexford
- William Evans Investment Advisor, Pipersville
- WMS Wealth Planners, Pittsburgh
- Wyze Wealth Advisors, LLC, Canonsburg
- Yardley Wealth Management LLC, Yardley
- Your Path Fi, West Chester