Fee only financial advisors in Pennsylvania who charge hourly or a flat fee
Jump to the 247 firms with published feesFee mediansOut-of-state firms (298)
331 fee only firms in Pennsylvania offer financial planning for an hourly, flat or subscription fee. 247 of the 331 fee only firms in Pennsylvania publish dollar prices for financial planning in their brochures, and the table below quotes each price.
Among firms in Pennsylvania with a current fee (brochure under 18 months old, not just a cap or minimum), the median hourly rate is $250 (middle half $200-$325, 152 firms) and the median flat or project fee is $4,000 (middle half $2,550-$5,500, 115 firms). Updated November 2026.
Cities in Pennsylvania
The 12 cities with the most planners that publish prices.
- Lancaster 14 with prices
- Pittsburgh 14 with prices
- Philadelphia 13 with prices
- Wayne 7 with prices
- West Chester 7 with prices
- Radnor 6 with prices
- Blue Bell 5 with prices
- Conshohocken 5 with prices
- Doylestown 5 with prices
- Newtown 5 with prices
- Bethlehem 4 with prices
- Erie 4 with prices
All 23 cities in Pennsylvania, A to Z
- Bethlehem 4 with prices
- Blue Bell 5 with prices
- Camp Hill 3 with prices
- Canonsburg 3 with prices
- Collegeville 3 with prices
- Conshohocken 5 with prices
- Doylestown 5 with prices
- Erie 4 with prices
- Jenkintown 3 with prices
- Lancaster 14 with prices
- Lewisburg 3 with prices
- Lititz 3 with prices
- Malvern 4 with prices
- Mechanicsburg 4 with prices
- Media 3 with prices
- Newtown 5 with prices
- Paoli 4 with prices
- Philadelphia 13 with prices
- Pittsburgh 14 with prices
- Radnor 6 with prices
- Wayne 7 with prices
- West Chester 7 with prices
- Wexford 4 with prices
Fee only advisors in Pennsylvania and their published fees
247 firms with published feesPlus 84 that don't publish fees, listed below
Fee filters apply to firms with published fees, so the list below doesn't change with them.
Pennsylvania medians: $250/hr, $4,000 flat, $500/mo for monthly fees. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 100 Plus PlanningCenter ValleyNo AUM feeVirtual meetingsCFP® | Not published | $1,000- | Not published |
| 2nd Story Wealth PlannersPlymouth MeetingVirtual meetingsCFP® | $400/hr above the Pennsylvania median | $3,000- | $333- |
| 46 Peaks Investment Advisory GroupNewtown | Not published | $1,000- | % of assets |
| 80 West Asset Management, LLCPittsburgh | $250/hr near the Pennsylvania median | Not published | No monthly fee$2,000/yr |
| A. Neff Associates LLCPittsburgh | $150/hr below the Pennsylvania median | Not published | % of assets |
| Addis & Hill, IncorporatedWayne | Not published | $900 below the Pennsylvania median | % of assets |
| Alegre Wealth Management, LLCRadnorVirtual meetingsCFP® | Not published | $5,000- | $833- |
| All-Pro Advisors LLCGibsonia | Not published | $250- | $100- |
| Altruistic Advisor LLCEast FallowfieldCFP® | Not published | $2,500- | % of assets |
| Alvin Clay Financial Advisors, LLCJenkintown | Not published | From $3,000 | % of assets |
| American Advisors LLCLanghorne | $250/hr near the Pennsylvania median | Not published | $150/mo below the Pennsylvania median for monthly fees$150/mo below the Pennsylvania median for monthly fees |
| Aries Financial Navigators, Inc.Lititz | $250/hr near the Pennsylvania median | Not published | % of assets |
| Arin Risk Advisors LLCConshohocken | $400/hr above the Pennsylvania median | Not published | % of assets |
| Asbury CapitalWest ChesterVirtual meetingsCFP® | $250/hr near the Pennsylvania median | $500- | $167- |
| Atwater MalickLancaster | $500/hr above the Pennsylvania median | From $5,000 | % of assets |
| Avail Investment Partners, LLCLemont | Not published | $2,500- | % of assets |
| Aventine Financial GroupDoylestown | $425/hr above the Pennsylvania median | $3,850 near the Pennsylvania median | % of assets |
| Axiom Investment Solutions LLCDoylestownCFP® | $100/hr below the Pennsylvania median | Not published | % of assets |
| Barnstone Advisors LLCPhoenixville | $200/hr below the Pennsylvania median | Not published | % of assets |
| Benchmark FinancialSchwenksville | $300/hr above the Pennsylvania median | Not published | % of assets |
| Bill Messner Contrarian Investment Advisory, LLCNew CastleVirtual meetings | Not published | $500- | % of assets |
| Biondo Investment Advisors LLCMilford | Not published | Up to $2,500 | % of assets |
| Bird Financial Group LLCPhiladelphiaCFP® | $350/hr above the Pennsylvania median | Not published | % of assets |
| BLBB AdvisorsMontgomeryville | Not published | $2,500- | % of assets |
| Blue Bell Private Wealth Management, LLCBlue Bell | $250- | $250- | % of assets |
| Blue Coast Financial PlanningMaple GlenNo AUM feeVirtual meetingsCFP®2024 brochure | $250/hr | $2,500- | No monthly fee$1,500- |
| Blue Horizon Wealth Management, LLCJohnstownNo AUM fee2023 brochure | $100/hr | Not published | Not published |
| Braun-Bostich & Associates Inc.CanonsburgCFP® | Not published | $2,000- | No monthly fee$1,500- |
| BrightPath Financial Advisors, LLCEtters | $250/hr near the Pennsylvania median | Up to $5,000 | Up to $350/moUp to $350/mo |
| Brogan Asset Management, LLCWynnewood | $200/hr below the Pennsylvania median | Up to $2,500 | % of assets |
| Brookhouse AdvisorsMeadvilleCFP® | $200/hr below the Pennsylvania median | Not published | % of assets |
| Bryn Mawr InvestmentsSecane | $100- | Not published | % of assets |
| BTG Capital LLCConshohockenCFP® | $500/hr above the Pennsylvania median | $250- | % of assets |
| Buckler Wealth Management, LLCCoatesvilleVirtual meetingsCFP® | $250/hr near the Pennsylvania median | Not published | % of assets |
| CapRidge AdvisorsDevon | $200- | Not published | % of assets |
| Carriage Hill Investment Associates LLCLancaster | $250/hr near the Pennsylvania median | Not published | % of assets |
| Center Stage Planning LLCGreeleyVirtual meetingsCFP® | Not published | $100- | % of assets |
| CES Investment StrategiesLititz | $300/hr above the Pennsylvania median | Not published | % of assets |
| Chadds Ford Wealth Partners, LLCChadds Ford | $250- | $2,500- | % of assets |
| Chestnut Street Investment Counsel, LLCLancaster | $250- | $500- | % of assets |
| Christine Messmer, P.C.CollegevilleNo AUM feeCFP® | $250/hr near the Pennsylvania median | Not published | From $333/moFrom $1,000/qtr (from $333/mo) |
| Christman Financial Advisors LLCMacungieCFP® | $150/hr below the Pennsylvania median | Not published | $300/mo below the Pennsylvania median for monthly fees$300/mo below the Pennsylvania median for monthly fees |
| CJ Perry FinancialBerywnVirtual meetingsCFP® | Not published | $500- | % of assets |
| Clear Capital Management LPDoylestown | $200/hr below the Pennsylvania median | Not published | % of assets |
| Clovelly WealthWayne | Not published | $3,000- | % of assets |
| Conrad Siegel Investment AdvisorsHarrisburg | $105- | $1,000- | % of assets |
| Cool Creek FinancialLancaster | $200/hr below the Pennsylvania median | $1,000- | % of assets |
| Coombs Wealth Advisory, LLCBlue Bell | Not published | $1,000- | % of assets |
| Cooper Eagle, LLCKing of PrussiaCFP® | Up to $375/hr | Not published | % of assets |
| Courtside Wealth Partners LLCBlue Bell | Not published | Not published | $750/mo above the Pennsylvania median for monthly fees$750/mo above the Pennsylvania median for monthly fees |
197 more firms with published fees
- Crossgate Wealth Advisors, LLC · Newtown · $250/hr · $2,500-$5,000 flat
- Crosswalk Investment Advisory, Inc. · Strasburg · $85-$150/hr
- CWR Capital Management LLC · Lancaster · $3,000 flat
- Dentler Capital LLC · New Cumberland · $400/hr
- Eamon Capital Management, LLC · Wexford · $250/hr
- Earndex, LLC · Bryn Mawr · $100-$30,000 flat · $100-$3,000/mo
- Elm Wealth · Philadelphia · $5,000 flat
- Emancipare Investment Advisors · Easton · $199/hr · $699 flat · $399/mo
- Emerick Financial Planning, LLC · Pittsburgh · $120-$360/hr · $500-$10,000 flat
- Englebert Financial Advisers, LLC · Allentown · Up to $250/hr · $2,000-$75,000 flat
- Entrust Financial LLC · Wayne · $350/hr · From $3,500 flat
- Equita Financial Network, Inc. · Fort Washington · Up to $500/hr · Up to $10,000 flat · Up to $7,500/qtr
- ESG Wealth Advisors · Lansdale · Up to $300/hr
- Etch Financial · Pittsburgh · $250/hr · $250-$10,000 flat · $200-$500/mo
- Evenkiehl, LLC · Lancaster · $2,500-$4,500 flat · $208-$375/mo · $625-$1,125/qtr
- Evident Financial · Erie · $125-$250/hr
- Fident Financial, LLC · Lancaster · $3,000-$6,500 flat · $500/mo
- Financial Coach · West Chester · From $2,500/yr
- Financial Compass LLC · Philadelphia · $500/hr
- Financial Spectrum Inc. · Jenkintown · $100/hr
- First Light Wealth · Hershey · $250/hr · $800-$5,000 flat · $100-$500/mo
- Ford Investment & Retirement Management LLC · York · Up to $2,500 flat · Up to $125/mo
- Franklin Madison Private Wealth · Pittsburgh · $250-$2,000/mo
- G&H Investments · Leola · $116-$172/hr
- George J. Appel · Harveys Lake · $250/hr · $1,200-$7,500 flat · $750-$4,800/yr
- Goal Quest Advisors, LLC · Berwyn · $200/hr
- Godshalk Welsh Capital Management, Inc. · Radnor · $200/hr · $1,000-$5,000 flat
- Granite Financial Advisors, Inc. · Lewisburg · $300 flat
- Grant Street Asset Management Inc · Canonsburg · $5,000 flat
- Great Oak Wealth Management, Inc · Pottstown · $300/hr
- Great Valley Tax & Financial Services · Paoli · $250/hr · $3,500 flat
- Green Leaf Advisors · New Bethlehem · $500-$5,000 flat
- Green Trail Investments, LLC · Wexford · $225/hr · $1,500-$5,000 flat
- Green Trails Wealth LLC · Wayne · $100-$2,000/mo
- Gregory Financial LLC · Doylestown · $300/hr · $3,000-$7,000 flat · $1,500-$2,500/qtr
- GT Wealth LLC · Lebanon · $3,600-$10,000/yr
- Guardian Capital, LLC · Wexford · $150/hr · Up to $3,000 flat
- GuidePost Capital Management Group, LLC · Mohnton · $250/hr
- Harlan Financial LLC · Lancaster · Up to $250/hr · $1,800-$5,500 flat
- Harmony Road Advisors · Elizabethtown · $150-$300/hr · $1,000-$5,000 flat · Up to $2,500/yr
- Harvest Financial Partners · Paoli · $350/hr · $250-$4,000 flat
- Haverford Wealth Management, LLC · Erie · $250/hr · $2,500-$7,500 flat
- Healthy Wealth · Boiling Springs · $300/hr · $345-$1,800/mo · From $4,140/yr
- HealthyFP · Conshohocken · $400/hr · $3,000-$8,000 flat
- Hendrix Financial Planning · Boiling Springs · $175/hr · $2,500-$10,000 flat
- Houseman Financial LLC · New Freedom · $300/hr
- Hyperion Financial · Shillington · $495-$2,495 flat · $75/mo
- I.M.S. Wealth Management, LLC · Erie · $125/hr · $250-$1,500 flat
- Incline Financial Planning LLC · Mars · $500-$10,000 flat · $750-$10,000/qtr
- Inclusive Wealth Financial Planning LLC · Mechanicsburg · $250-$500/hr · $400-$600 flat · $500-$950/qtr
- Innova Wealth Partners, LLC · Newtown · $500-$10,000 flat · $1,000-$2,000/mo
- Innovate Wealth · Scottdale · $275/hr · $3,800 flat
- Invariant Investment Management · Camp Hill · Up to $5,000 flat · $125-$250/mo
- J.M. Hite Financial LLC · Troy · $200-$2,000 flat
- JCB Financial, Inc. · Collegeville · $200/hr · 2025 brochure
- Jhanti Financial · Bensalem · $500 flat · 2022 brochure
- Johnson & White Wealth Management LLC · York · $250-$400/hr · $2,000-$15,000 flat
- JRM Tax & Wealth Management, LLC · Aston · $250/hr · $1,000-$10,000 flat · $250-$750/mo
- K Wealth Advisors · Berwyn · $500/hr
- Kangpan & Co. · Gwynedd Valley · $300-$600/hr · $599-$999/mo
- Kapusta Financial Group · Pittsburgh · Up to $250/hr · Up to $5,000 flat
- Kauffman & Drebing · Swarthmore · $320/hr
- KEJ Financial Advisors · Newtown · $325/hr · From $2,000 flat · $2,800-$60,000/yr
- Keller Financial Group · Camp Hill · $250-$500/hr · $300-$30,000 flat · $100-$700/mo
- Ketwich Capital LLC · Malvern · $500-$5,000 flat · $150-$500/mo
- Key Wealth Partners, LLC · Lititz · $250/hr · From $2,500 flat
- Keystone Investment Advisors, LLC · Wexford · $100-$250/hr
- KeyVantage Wealth Advisors · Bethlehem · Up to $500/hr · Up to $15,000 flat
- Kramer Fiduciary Services · Pittsburgh · $125/hr · 2013 brochure
- Kriczky Wealth Management LLC · Downingtown · $400/hr · Up to $30,000 flat
- Krown Advisory · Blue Bell · $200-$500/hr · $1,000-$9,000 flat · $600-$3,000/qtr
- Lakeside Planning · Macungie · $400/hr
- Legend Financial Advisors Inc · Pittsburgh · $500-$10,000/yr
- LifeGuide Financial Advisors, LLC · Mechanicsburg · Up to $800/hr · Up to $50,000 flat · $4,800/yr
- Lifetime Financial Foundations, LLC · Seven Valleys · $150/hr · $500-$5,000 flat
- Limerick Financial Group, LLC · Limerick · $250-$500/hr · $4,000-$10,000 flat
- LINC Wealth Solutions · Norristown · $200/hr · $500-$10,000 flat
- Livelihood LLC · Philadelphia · $100-$400/hr · $1,800-$5,500 flat
- Locus Wealth Management · West Chester · $350/hr · $3,000-$15,000 flat
- Logan Capital Management, Inc. · Newtown Square · $150-$250/hr
- Longview Financial Planning LLC · Auburn · Up to $200/hr
- Luchini Financial LLC · Altoona · $500-$6,000 flat
- Madi Manages Money LLC · Murrysville · $2,000-$10,000 flat · $100-$500/mo
- Magness Wealth Management · Tionesta · $100/hr · $1,000-$15,000 flat · $1,000-$15,000/yr
- Malvern Capital Management · Malvern · $500/hr · $2,500 flat
- Mangolds Investment Advisors Inc. · Lancaster · $100/hr
- Manion Financial Solutions LLC · Ligonier · $200/hr · Up to $10,000 flat · Up to $1,000/mo
- Marathon Strategic Advisors, LLC · Pittsburgh · $150-$300/hr · $1,500-$5,000 flat
- Markle Wealth Management · Danielsville · $295/hr
- Master's Wealth Management Inc. · Leola · Up to $20,000/yr
- Matune Basile Advisors · Hermitage · Up to $150/hr
- Mauro Capital Management, Inc. · Valencia · $200/hr
- McClarren Financial Advisors · State College · $5,000-$100,000/yr
- McHenry Investments, LLC · Beaver · $1,500-$5,000 flat
- McKenna & Sullivan Inc · Southampton · $150-$250/hr · 2023 brochure
- MedWealth Advisors · Pittsburgh · $450/mo
- Members Wealth LLC · Media · Up to $50,000 flat
- MF Advisers, Inc. · Dallas · $175/hr
- Michael Leslie Investments LLC · Philadelphia · Up to $190/mo
- Mighty Oak Strong America Investment Company · Mechanicsburg · $215-$475/hr
- Milinovich & Co., Inc · Waynesburg · $300/hr
- Milvian Bridge Advisory · Paoli · $200/hr · Up to $2,000 flat
- Modern Wealth Concepts LLC · Jenkintown · $200/hr
- Modesto Capital · Elkins Park · $150/hr · $500-$10,000 flat · $125-$2,500/qtr
- Morrison Fiduciary Advisors, Inc. · Pittsburgh · $250/hr · $5,000-$40,000/yr
- Mpower Wealth Management, LLC · Drexel Hill · $100-$250/hr · From $3,000 flat
- Neshaminy Creek Advisors · Bensalem · $300/hr · $250-$5,000 flat · $50-$300/mo
- New Green Capital, LLC · Wallingford · $120/hr · 2024 brochure
- Niro Nivesto LLC · Garnet Valley · $1,000-$2,500 flat
- Northeast Advisers, Inc. · Paoli · Up to $200/hr
- Omaris Financial, LLC · Abington · $300/hr · From $6,500/yr
- Omicron Advisors, LLC · Lancaster · Up to $350/hr · $2,500-$10,000/yr
- Omniwealth Investments LLC · Lewisburg · $1,000-$10,000 flat
- On Target Financial Planning · West Chester · $275/hr · $2,499-$7,500 flat · $199-$349/mo
- One-Up Financial · Erie · $250-$750/qtr
- Open Wealth Network · Pottstown · $300-$1,000/mo
- Opulus · Doylestown · $150-$400/hr · $1,750-$20,000/yr
- Overture Wealth Management · Conshohocken · $7,500-$15,000/yr
- Pace Wealth · Exton · $500/hr
- Paraplan OnDemand · Pittsburgh · $1,500 flat
- Paul R. Kopey & Associates · Chester Springs · $250-$350/hr · From $750/qtr
- Pavilion Financial Planning · Allentown · $400/hr · $450-$800/mo
- Penn Portfolio Partners LLC · Hatfield · $200/hr · $1,000-$2,500 flat
- Petredis Investment Advisors · Warrendale · $250-$750/hr
- Phelps Financial Advisors · State College · $200/hr · $1,200-$3,600 flat
- Pocket Project · Philadelphia · $200/hr · $150-$1,250/mo · $450-$3,750/qtr
- PSI Capital Management · Lancaster · Up to $400/hr · $1,000-$2,500 flat
- Randall & Associates Wealth Management · Butler · $200-$450/hr · Up to $20,000/yr
- Rational Capital Advisors LLC · Ambler · $300/hr
- Recker Capital Management LLC · McMurray · $225/hr · $150-$450/mo
- Riggs Asset Management Co Inc · Dallas · $300/hr
- River Wealth Advisors LLC · Camp Hill · $150-$300/hr
- RKL Private Wealth · Lancaster · $250-$500/hr · $10,000-$25,000 flat · $1,500-$15,000/yr
- Robert William Shoemaker, iii · Gettysburg · $200-$300/hr
- Rockcliff Capital, LLC · Pittsburgh · $500/hr · $5,000-$50,000 flat
- Rose Valley Asset Management LLC · Media · $125-$250/hr
- Rowan Financial LLC · Bethlehem · $280/hr · $1,500 flat
- Salcedo Financial Services · McKeesport · $150/hr · $2,000 flat · $2,000/qtr · 2022 brochure
- Scarsdale Investment Group, Ltd. · Blue Bell · $200-$300/hr · $1,750-$3,741/mo
- Schubert Financial LLC · Coatesville · $200/hr · $1,000-$3,500 flat
- Sensenig Capital Advisors, Inc. · Collegeville · $100-$300/hr · Up to $10,000/yr
- Sevenbridge Financial Group, LLC · Harrisburg · $5,000-$25,000 flat
- Sewickley Financial LLC · Sewickley · $200/hr
- Shetland Financial, PLLC · Center Valley · $200/hr · $1,400 flat
- Social Justice Capital LLC · Bethlehem · $250/hr · $100-$10,000 flat · $100-$10,000/mo
- SP Wealth Planning · Churchville · $250-$450/hr · $100-$1,000 flat · $100-$400/mo
- Stahl Wealth Management, LLC · Lancaster · $100/hr
- Step Forward Financial · Lewistown · $720/yr
- Stewardship Advisors, LLC · Mount Joy · $500-$10,000 flat
- Stone Fortress Wealth Strategies · Huntingdon Valley · Up to $500/hr · Up to $2,500 flat · Up to $12,000/yr
- Stone Pine Financial Partners · Media · $4,000 flat
- Storie Financial Advisory LLC · Canonsburg · $75-$255/hr
- Strubel Investment Management, LLC · Lancaster · $100-$300/hr
- Sustainable Financial Planning · Philadelphia · $300/hr · $2,000-$5,000 flat · $150-$400/mo
- Taxio · Yardley · $395/hr · $7,500 flat
- Templeton Financial Planning · Coraopolis · $75-$500/hr · $900 flat
- TGS Financial Advisors · Radnor · $3,500 flat · $1,750/qtr
- The SEB Group, Inc. · Philadelphia · $500/hr
- THI, Inc. · Sewickley · $500-$1,000 flat
- Throughline Financial Planning · Downingtown · $250/hr · $1,000-$10,000 flat · $2,500-$75,000/yr
- Timeless Wealth · Phoenixville · $250/hr · $500-$15,000 flat
- Tobin Investment Planning LLC · Yardley · $1,000-$10,000 flat
- Towercrest Capital Management, LLC · Newtown · $300/hr
- TP Investment Advisory Services, LLC · Wayne · $250/hr · $750-$10,000 flat
- Traverse Private Wealth · Radnor · $250/hr
- True Horizon Wealth Advisors, LLC · Malvern · $250/hr · $750-$10,000 flat
- TrueWealth Solutions · Radnor · $1,500-$7,000 flat · $500-$800/qtr
- truNorth Financial Services, Inc. · Chambersburg · Up to $250/hr · $100-$5,000 flat
- Vantage Advisors, LLC · Wayne · $250/hr · 2023 brochure
- Vera-CPA, Inc. · Lords Valley · $250/hr · From $2,250 flat · 2025 brochure
- Veritable Financials LLC · Philadelphia · $3,000-$10,000 flat
- Vesta FinancialCare · Philadelphia · $200/hr · $3,000-$5,000 flat
- Victus Wealth Management · Enola · $300-$1,000/mo
- Vimcor · Duncansville · Up to $250/hr · 2024 brochure
- Virtual Tax Planners · Wyoming · Up to $500/hr · $5,000-$20,000 flat · $200-$1,500/mo
- Vision Wealth Advisors, LLC · Lewisburg · $350/hr
- Waypoint Financial, LLC · Dublin · $500/hr · $2,400-$12,000 flat
- Wealthcare Solutions, LLC · Radnor · $265/hr · $800-$3,500 flat · $119-$279/mo
- WealthFD · Conshohocken · $250-$1,000/hr · From $1,000 flat
- Wealthpenn.com LLC · Sinking Spring · $165/hr · $2,500 flat · $8,200/yr
- WealthProtect Advisors LLC · Pittsburgh · $1,200 flat
- WealthU Advisors LLC · Enola · $175-$600/mo
- Wedmont Private Capital · West Chester · $3,750/qtr
- Wescott Financial Advisory Group LLC · Philadelphia · $150-$750/hr
- Westward Planning Group · Narberth · $250/hr · $250-$400/mo
- Weyhill Investment Counsel, LLC · Bethlehem · $250/hr · $200-$5,000 flat
- Whitford Financial Planning · Exton · $500-$1,000/mo
- Wick Capital Partners, LLC · Wayne · Up to $500/hr
- Wilson Insight · Philadelphia · $100-$500/hr
- Woodmont Wealth Management, LLC · Huntingdon Valley · $150/hr
- Woolstone Wealth Management · Malvern · $5,000-$15,000 flat
- Worrell Financial LLC · West Chester · $250/hr · $500-$3,500 flat
- Wuenschell Financial Services LLC · Seven Fields · $250/hr
- Your Path FI · West Chester · $300/hr · $1,500-$10,000 flat · $825-$1,675/mo
- Zenith Wealth Partners · Philadelphia · $2,000-$10,000 flat · $1,000/mo
- Zimmer Financial Planning · Bethel Park · $300/hr · $7,500-$15,000/yr
- Zizzi Investments · Mechanicsburg · $250/hr · $2,000-$5,000 flat · From $2,400/yr
Other registered firms that don't publish dollar fees (84)
We found no dollar amount for their planning fees in a brochure. Ask them for a fee schedule.
- 3rd Level Analytics, Chadds Ford
- 4th River Financial Group, Inc., Wexford
- ACS Tax & Financial Advisors PC, Pottstown
- Ando Arashi, Mechanicsburg
- Archetype Advisors, LLC, Doylestown
- Arnold Investment Group, Phoenixville
- ARX Private Wealth, Lancaster
- Aufman Associates Inc, Sewickley
- Aurdan Capital Management, LLC, Wayne
- Bishop & Company Investment Management, LLC, Erie
- Bloomer Financial Planning LLC, Doylestown
- Botamer Financial, State College
- Bowen Asset Management LLC, West Chester
- Breakforth Investment Management, Inc, Valencia
- Bright Forge Capital, LLC, Hatfield
- Brightside Wealth Planning, LLC, Center Valley
- Callan Family Office, LLC, Radnor
- Cartera Investments, Media
- Compass Investments LLC, Pittsburgh
- Copper Beech Advisors, LLC, Malvern
- Coy Capital Management, Monroeville
- DeLuca Financial Planning, Paoli
- Drazga Wealth Advisors, LLC, Wexford
- DT Investment Partners, LLC, Chadds Ford
- Eagle Rock Financial Advisers, Ltd., Lancaster
- Elliker Financial, Morgantown
- Emmanuel Capital Management, LLC, Pittsburgh
- Falcon Wealth Managers, Thornton
- Financial Advisory Services, LLC, Hanover
- FiscalWise, Inc., Media
- Gibson Capital, LLC, Wexford
- Goshen Capital LLC, West Chester
- Greycourt & Co., Inc., Pittsburgh
- Groundwork Wealth Management, LLC, Downingtown
- Guyasuta Investment Advisors, Incorporated, Pittsburgh
- Hamel Associates, Inc., Allentown
- Hutchison Whitehead Wealth Management, Canonsburg
- Investors' Choice Advisory Services, LLC, Orefield
- JMM Financial, LLC, Allentown
- Kuleck Financial Planning, Emporium
- Lighthouse Wealth Management, LLC, Camp Hill
- MB, Levis & Associates, LLC, Center Valley
- MC2 Financial Advisers, Inc., Newtown Square
- MG Financial Management, LLC, Doylestown
- Modern Wealth LLC, Blue Bell
- Mountain River Financial, Jenkintown
- New Wave Financial LLC, Collegeville
- 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
- Ostrom & Associates, Glen Mills
- Pegasus Management Services L.L.C., King of Prussia
- Pioneer Fortress Consulting LLC, Lewisburg
- PlumTree Financial Planning, Malvern
- Prudent Management Associates, Philadelphia
- Rittenhouse Wealth Management, LLC, Philadelphia
- Robbins Wealth Management, Erie
- Roble, Belko and Company, Inc., Sewickley
- Rockwood Wealth Management, LLC, New Hope
- Rossi Financial Associates, Inc., Monroeville
- RTD Financial Advisors Inc, Philadelphia
- Sage Financial Group Inc., West Conshohocken
- Savageadvisory, Philadelphia
- Setarcos Wealth Advisors LLC, Philadelphia
- Sigma Financial, Inc., Allentown
- Spring City Partners, LLC, Paoli
- Steven G. Blum and Associates, LLC, Swarthmore
- Tactical Wealth Planning LLC, West Conshohocken
- Targeted Financial Planning LLC, East Stroudsburg
- The Aranda Group Advisors, LLC, Jenkintown
- The Fairman Group, LLC, Chesterbrook
- Thrift Financial, Inc., Newtown
- Tiller Private Wealth, Inc., Bethlehem
- Tower Bridge Advisors, West Conshohocken
- Trendscast Financial LLC, Eighty Four
- Vama Oak Wealth, LLC, Doylestown
- Verdis Investment Management, LLC, West Conshohocken
- Vindicta Investment Advisors LLC, Sewickley
- Wealth More Enterprise, Inc., Philadelphia
- William Evans Investment Advisor, Pipersville
- Yardley Wealth Management LLC, Yardley
Firms based in other states that are registered in Pennsylvania (298)
Showing the 26 of these 298 firms whose brochures mention virtual meetings. See all 298 firms.
These firms are based in another state and are registered in Pennsylvania. The list isn't complete: a firm with five or fewer clients in Pennsylvania doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.
26 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|
26 firms with published fees
- AAA Advisory LLC · Walkersville, MD · $300/hr
- Advanced Practice Planning, LLC · Missoula, MT · $250/hr · $499-$9,999 flat
- Beacon Wealth Consultants, Inc. · Roanoke, VA · $300/hr · $300/qtr · $3,500-$35,000/yr
- Black Arrow Capital LLC · Newark, DE · $250/hr · $1,250-$25,000 flat
- Brownson, Rehmus & Foxworth, Inc. · Chicago, IL · $150-$500/hr
- CRB Strategic Services LLC · Phoenix, AZ · $1,000-$10,000 flat · $250-$2,500/qtr
- CSG Financial · Dover, DE · $1,800-$5,000 flat · $200-$500/mo
- Dependent Financial Planning · Edgewater, MD · $320/hr · $840-$8,000 flat · $70-$670/mo
- Digital Asset Investment Management · Palm Beach Gardens, FL · $150-$1,000/hr · Up to $5,000 flat
- Envest Asset Management, LLC · Ridgefield, CT · $150-$250/hr
- Fortitude Financial Planning LLC · Willow Spring, NC · $450/hr · $1,950 flat
- FPL Capital Management, LLC · Metairie, LA · $250/hr · $5,000-$15,000/yr
- Millennial Wealth · Fall City, WA · $1,000-$20,000 flat · $2,000-$30,000/yr
- Mission Financial Planning, Inc. · Mission, KS · $270/hr · $300 flat · $6,500/yr
- Morton Financial Advice LLC · Harvard, MA · $360-$600/hr · $2,400-$7,500 flat · $8,400/yr
- OLIO Financial Planning · McLean, VA · $100-$250/hr · $1,500-$50,000 flat
- Professional Financial Solutions, LLC · Fairfax, VA · $200-$500/hr · $2,000-$5,000 flat
- Ridgewood Investments · Springfield, NJ · $450-$1,000/hr
- Riverchase Wealth Management, LLC · Flower Mound, TX · $500-$15,000 flat
- RockCrest Financial LLC · Somers Point, NJ · $1,250-$3,000/mo
- Rockford Financial Planning · Wilmington, DE · $250/hr
- Rooted Planning Group · Corning, NY · From $6,000/yr
- Sensible Money, LLC · Scottsdale, AZ · $200-$500/hr · $1,200-$20,000 flat
- Treesa Financial Planning, LLC · Closter, NJ · $250/hr
- Wealth Management Partners, LLC · Tucson, AZ · Up to $400/hr · Up to $10,000 flat
- Willow Partner Advisors, LLC · Prides Crossing, MA · $5,000 flat
Key findings from the filings
- The median hourly rate in Pennsylvania, $250 from 152 firms, is tied for the 3rd lowest of the 44 states where at least 10 firms publish a current hourly rate; the median in the rest of the US is $300.
- The median flat or project fee in Pennsylvania, $4,000 from 115 firms, is the 10th lowest of the 38 states where at least 10 firms publish a current flat or project fee; the median in the rest of the US is $5,000.
- Of the 247 Pennsylvania firms that publish fees, 72% publish an hourly rate, 57% a flat or project fee, and 24% a monthly or quarterly fee; across the US the shares are 73%, 55%, and 21%.
- 40 of the 247 Pennsylvania firms that publish fees (16%) charge no fee based on a percentage of assets, compared with 14% across the US.
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Hourly rate | $250/hr | $200- | 152 firms |
| Flat or project fee | $4,000 | $2,550- | 115 firms |
| Subscription (per month) | $500/mo | $300- | 52 firms |
| Annual fee | $8,225/yr | $5,250- | 18 firms |
How Pennsylvania compares with other states is in the Financial Planner Fees Report 2026. Paying a percentage of assets? The fee calculator compares 1% with a flat fee over the years.