Subscription financial advisors in Pennsylvania
Jump to the 60 firms with published feesFee medians
Subscription planners charge a set monthly or quarterly fee for ongoing advice. The fee doesn't move when your investments go up or down. Every firm here passed our fee only filter: no commission or referral pay reported in its Form ADV or brochure.
The median subscription fee in Pennsylvania is $500 a month (middle half $300-$850), from 52 firms with a current fee (brochure under 18 months old, not just a cap or minimum). 12 firms in Pennsylvania only quote a quarterly planning fee, which we divide by 3 to get a monthly figure. Updated November 2026.
Subscription financial advisors in Pennsylvania and their published fees
60 firms with published fees
Pennsylvania medians: $250/hr, $4,000 flat, $500/mo monthly fee. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Monthly fee |
|---|---|---|---|
| Hyperion FinancialShillingtonVirtual meetingsCFP® | Not published | $495- | $75/mo below the Pennsylvania median$75/mo below the Pennsylvania median |
| Ford Investment & Retirement Management LLCYork | Not published | Up to $2,500 | Up to $125/moUp to $125/mo |
| American Advisors LLCLanghorne | $250/hr near the Pennsylvania median | Not published | $150/mo below the Pennsylvania median$150/mo below the Pennsylvania median |
| One-Up FinancialErie | Not published | Not published | $83- |
| Neshaminy Creek AdvisorsBensalem | $300/hr above the Pennsylvania median | $250- | $50- |
| Invariant Investment ManagementCamp Hill | Not published | Up to $5,000 | $125- |
| Michael Leslie Investments LLCPhiladelphiaVirtual meetings | Not published | Not published | Up to $190/moUp to $190/mo |
| Wealthcare Solutions, LLCRadnor | $265/hr near the Pennsylvania median | $800- | $119- |
| TrueWealth SolutionsRadnorNo AUM feeVirtual meetingsCFP® | Not published | $1,500- | $167- |
| Inclusive Wealth Financial Planning LLCMechanicsburgCFP® | $250- | $400- | $167- |
| SP Wealth PlanningChurchville | $250- | $100- | $100- |
| Paul R. Kopey & AssociatesChester SpringsCFP® | $250- | Not published | From $250/moFrom $750/qtr (from $250/mo) |
| On Target Financial PlanningWest ChesterNo AUM feeVirtual meetings | $275/hr near the Pennsylvania median | $2,499- | $199- |
| Sustainable Financial PlanningPhiladelphiaCFP® | $300/hr above the Pennsylvania median | $2,000- | $150- |
| Evenkiehl, LLCLancaster | Not published | $2,500- | $208- |
| First Light WealthHersheyCFP® | $250/hr near the Pennsylvania median | $800- | $100- |
| Madi Manages Money LLCMurrysvilleNo AUM feeVirtual meetingsCFP® | Not published | $2,000- | $100- |
| Recker Capital Management LLCMcMurray | $225/hr near the Pennsylvania median | Not published | $150- |
| Christman Financial Advisors LLCMacungieCFP® | $150/hr below the Pennsylvania median | Not published | $300/mo below the Pennsylvania median$300/mo below the Pennsylvania median |
| Ketwich Capital LLCMalvernCFP® | Not published | $500- | $150- |
| Westward Planning GroupNarberth | $250/hr near the Pennsylvania median | Not published | $250- |
| Asbury CapitalWest ChesterVirtual meetingsCFP® | $250/hr near the Pennsylvania median | $500- | $167- |
| Christine Messmer, P.C.CollegevilleNo AUM feeCFP® | $250/hr near the Pennsylvania median | Not published | From $333/moFrom $1,000/qtr (from $333/mo) |
| Etch FinancialPittsburgh | $250/hr near the Pennsylvania median | $250- | $200- |
| BrightPath Financial Advisors, LLCEtters | $250/hr near the Pennsylvania median | Up to $5,000 | Up to $350/moUp to $350/mo |
| WealthU Advisors LLCEnola | Not published | Not published | $175- |
| Emancipare Investment AdvisorsEastonNo AUM fee | $199/hr below the Pennsylvania median | $699 below the Pennsylvania median | $399/mo below the Pennsylvania median$399/mo below the Pennsylvania median |
| Keller Financial GroupCamp Hill | $250- | $300- | $100- |
| Modesto CapitalElkins Park | $150/hr below the Pennsylvania median | $500- | $42- |
| MedWealth AdvisorsPittsburghNo AUM fee | Not published | Not published | $450/mo near the Pennsylvania median$450/mo near the Pennsylvania median |
| JRM Tax & Wealth Management, LLCAston | $250/hr near the Pennsylvania median | $1,000- | $250- |
| 2nd Story Wealth PlannersPlymouth MeetingVirtual meetingsCFP® | $400/hr above the Pennsylvania median | $3,000- | $333- |
| Fident Financial, LLCLancaster | Not published | $3,000- | $500/mo near the Pennsylvania median$500/mo near the Pennsylvania median |
| TGS Financial AdvisorsRadnor | Not published | $3,500 below the Pennsylvania median | $583/mo above the Pennsylvania median$1,750/qtr ($583/mo) above the Pennsylvania median |
| Krown AdvisoryBlue BellVirtual meetings | $200- | $1,000- | $200- |
| Pavilion Financial PlanningAllentownCFP® | $400/hr above the Pennsylvania median | Not published | $450- |
| Open Wealth NetworkPottstown | Not published | Not published | $300- |
| Victus Wealth ManagementEnola | Not published | Not published | $300- |
| Gregory Financial LLCDoylestownNo AUM fee | $300/hr above the Pennsylvania median | $3,000- | $500- |
| Pocket ProjectPhiladelphiaNo AUM fee | $200/hr below the Pennsylvania median | Not published | $150- |
| Whitford Financial PlanningExtonCFP® | Not published | Not published | $500- |
| Courtside Wealth Partners LLCBlue Bell | Not published | Not published | $750/mo above the Pennsylvania median$750/mo above the Pennsylvania median |
| Kangpan & Co.Gwynedd ValleyVirtual meetings | $300- | Not published | $599- |
| All-Pro Advisors LLCGibsonia | Not published | $250- | $100- |
| Virtual Tax PlannersWyomingVirtual meetings | Up to $500/hr | $5,000- | $200- |
| Manion Financial Solutions LLCLigonierNo AUM feeVirtual meetingsCFP® | $200/hr below the Pennsylvania median | Up to $10,000 | Up to $1,000/moUp to $1,000/mo |
| Zenith Wealth PartnersPhiladelphiaVirtual meetings | Not published | $2,000- | $1,000/mo above the Pennsylvania median$1,000/mo above the Pennsylvania median |
| Green Trails Wealth LLCWayneNo AUM fee | Not published | Not published | $100- |
| Healthy WealthBoiling SpringsNo AUM feeCFP® | $300/hr above the Pennsylvania median | Not published | $345- |
| Franklin Madison Private WealthPittsburgh | Not published | Not published | $250- |
10 more firms with published fees
- Your Path FI · West Chester · $300/hr · $1,500-$10,000 flat · $825-$1,675/mo
- Alegre Wealth Management, LLC · Radnor · $5,000-$7,500 flat · $2,500-$5,000/qtr
- Wedmont Private Capital · West Chester · $3,750/qtr
- Innova Wealth Partners, LLC · Newtown · $500-$10,000 flat · $1,000-$2,000/mo
- Earndex, LLC · Bryn Mawr · $100-$30,000 flat · $100-$3,000/mo
- Incline Financial Planning LLC · Mars · $500-$10,000 flat · $750-$10,000/qtr
- Equita Financial Network, Inc. · Fort Washington · Up to $500/hr · Up to $10,000 flat · Up to $7,500/qtr
- Scarsdale Investment Group, Ltd. · Blue Bell · $200-$300/hr · $1,750-$3,741/mo
- Social Justice Capital LLC · Bethlehem · $250/hr · $100-$10,000 flat · $100-$10,000/mo
- Salcedo Financial Services · McKeesport · $150/hr · $2,000 flat · $2,000/qtr · 2022 brochure
Subscription fees in Pennsylvania: key findings
- The median subscription fee in Pennsylvania, $500 a month from 52 firms, is $25 above the US median of $475 a month (1,036 firms).
- The median subscription fee in Pennsylvania (52 firms) is tied for the 11th highest of the 28 US states where at least 10 firms publish a current subscription fee.
- A year of subscription planning at the Pennsylvania median ($500 a month, 52 firms) comes to $6,000 before any upfront fee, against a median of $4,000 for a one time plan in Pennsylvania (115 firms).
- 11 of the 52 Pennsylvania firms with a current subscription fee name an upfront, setup or onboarding fee in the same brochure sentence as the subscription fee.
- 28 of the 52 Pennsylvania firms with a current subscription fee also publish an hourly rate.
Source: firms' Form ADV Part 2A brochures filed with the SEC or a state regulator, data as of November 2026. We count a firm when its brochure is under 18 months old and gives a monthly fee, or a quarterly fee we divide by 3, that isn't just a cap or minimum. A range counts at its midpoint. How we count subscription fees
US subscription fee study: all states, upfront fees, hourly and one time plans
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Subscription (per month) | $500/mo | $300- | 52 firms |