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Financial advisors · Pennsylvania

Fee-only financial advisors in Philadelphia, PA

From SEC and state Form ADV filingsUpdated 2026-11-07

23 fee-only investment advisers have offices in Philadelphia, Pennsylvania, according to their Form ADV filings with the SEC and state regulators. 14 offer hourly or flat-fee arrangements, 8 charge only a percentage of the assets they manage, and 16 provide financial planning. 15 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 23 of 23

RTD Financial Advisors Inc

30 S. 17th Street Ste 1620, Philadelphia, PA 19103 · (215) 557-3800

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$2.7B
Individual clients
719
Advisory staff
22
Registered with
SEC

Profile · Website · SEC record

Zenith Wealth Partners

2400 Market ST. Suite 216, Philadelphia, PA 19103 · (484) 278-1559

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$151M
Individual clients
298
Advisory staff
9
Registered with
SEC

Profile · Website · SEC record

Mitchell Sinkler & Starr

Two Penn Center Plaza Suite 1320, Philadelphia, PA 19102 · (215) 665-1450

  • Percentage of assets
  • Financial planning
Assets managed
$1.8B
Individual clients
240
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Mor Wealth Management, LLC

100 E Penn Square Suite 400, Philadelphia, PA 19107 · (267) 930-8300

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$396M
Individual clients
143
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Global Advisers, LLC

1650 Market Street Suite 3600, Philadelphia, PA 19103 · (800) 832-8514

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$11M
Individual clients
34
Advisory staff
1
Registered with
CA, FL, PA

Profile · Website · SEC record

Carey Investment Solutions LLC

100 East Penn Square Mindspace Suite 402, Philadelphia, PA 19107 · (610) 909-2501

  • Percentage of assets
  • Financial planning
Assets managed
$25M
Individual clients
28
Advisory staff
1
Registered with
PA

Profile · SEC record

Vesta Financialcare

1735 Market Street Suite A-419, Philadelphia, PA 19103 · (215) 291-0909

  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$34M
Individual clients
25
Advisory staff
1
Registered with
PA

Profile · Website · SEC record

Cooke & Bieler, L.P.

Two Commerce Square 2001 Market Street, Suite 4000, Philadelphia, PA 19103 · (215) 246-2030

  • Percentage of assets
Assets managed
$10.6B
Individual clients
110
Advisory staff
14
Registered with
SEC

Profile · Website · SEC record

Xponance LLC

1845 Walnut Street Suite 800, Philadelphia, PA 19103 · (215) 567-1100

  • Percentage of assets
  • Fixed fee
Assets managed
$24.3B
Individual clients
7
Advisory staff
15
Registered with
SEC

Profile · Website · SEC record

Attinger, LLC

1325 N Beach ST Unit 203, Philadelphia, PA 19125 · (215) 600-1296

  • Percentage of assets
  • Fixed fee
Assets managed
$395M
Individual clients
Under 5
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Elm Wealth

50 S 16th ST. FL 18 Ste C, Philadelphia, PA 19102 · (888) 676-3148

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$3.0B
Individual clients
644
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Philadelphia

Another 24 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Philadelphia?

Form ADV records how firms charge, not what they charge. Of the 23 firms listed here, 14 offer hourly or flat fees and 22 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Philadelphia advisers selected?

Every registered investment adviser with an office in Philadelphia that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.