{
  "path": "/advisors/pa/flat-fee",
  "url": "https://advisorcensus.com/advisors/pa/flat-fee/page/12",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Pennsylvania",
  "filters": {},
  "scope_total": 620,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Pennsylvania?",
      "a": "AdvisorCensus lists 1,211 investment advisory firms with a principal office in Pennsylvania, from Form ADV filings as of October 2026: 568 SEC-registered, 543 state-registered, and 100 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Pennsylvania?",
      "a": "405 of the 1,211 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Pennsylvania offer financial planning?",
      "a": "716 of the 1,111 firms in Pennsylvania that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Pennsylvania fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 405 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "Find financial advisors in Pennsylvania who charge a fixed fee. AdvisorCensus lists 620 investment advisory firms with a principal office in Pennsylvania that report fixed fees among their Form ADV Item 5.E compensation arrangements, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.",
  "about_market": null,
  "citation": "AdvisorCensus. Flat-fee financial advisors in Pennsylvania: 620 firms from Form ADV filings as of October 2026.",
  "total_firms": 620,
  "page": 12,
  "total_pages": 13,
  "sort": "name",
  "registration_types": {
    "sec": 315,
    "state": 305,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 236
    },
    {
      "code": "percentage_of_aum",
      "count": 541
    },
    {
      "code": "hourly",
      "count": 354
    },
    {
      "code": "subscription",
      "count": 8
    },
    {
      "code": "fixed",
      "count": 620
    },
    {
      "code": "commissions",
      "count": 16
    },
    {
      "code": "performance_based",
      "count": 47
    },
    {
      "code": "other",
      "count": 71
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 223
    },
    {
      "code": "5_to_9",
      "count": 145
    },
    {
      "code": "10_to_19",
      "count": 140
    },
    {
      "code": "20_plus",
      "count": 112
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 145
    },
    {
      "code": "25m_100m",
      "count": 94
    },
    {
      "code": "100m_500m",
      "count": 145
    },
    {
      "code": "500m_1b",
      "count": 57
    },
    {
      "code": "1b_5b",
      "count": 71
    },
    {
      "code": "over_5b",
      "count": 39
    },
    {
      "code": "not_reported",
      "count": 69
    }
  ],
  "firms": [
    {
      "crd_number": 166645,
      "name": "Trebuchet Consulting, LLC",
      "name_as_filed": "TREBUCHET CONSULTING, LLC",
      "url": "https://advisorcensus.com/firm/trebuchet-consulting-llc-pittsburgh-pa-166645",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166470,
      "name": "Trendscast Financial LLC",
      "name_as_filed": "TRENDSCAST FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/trendscast-financial-llc-eighty-four-pa-166470",
      "city": "Eighty Four",
      "state": "PA",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108920,
      "name": "Trident Advisors Inc",
      "name_as_filed": "TRIDENT ADVISORS INC",
      "url": "https://advisorcensus.com/firm/trident-advisors-inc-doylestown-pa-108920",
      "city": "Doylestown",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141039,
      "name": "Trinity Investment Advisors, LLC",
      "name_as_filed": "TRINITY INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/trinity-investment-advisors-llc-west-chester-pa-141039",
      "city": "West Chester",
      "state": "PA",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169216,
      "name": "Trinity Wealth Management, LLC",
      "name_as_filed": "TRINITY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/trinity-wealth-management-llc-berwyn-pa-169216",
      "city": "Berwyn",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170330,
      "name": "True Horizon Wealth Advisors, LLC",
      "name_as_filed": "TRUE HORIZON WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/true-horizon-wealth-advisors-llc-malvern-pa-170330",
      "city": "Malvern",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327036,
      "name": "Truewealth Solutions",
      "name_as_filed": "TRUEWEALTH SOLUTIONS",
      "url": "https://advisorcensus.com/firm/truewealth-solutions-radnor-pa-327036",
      "city": "Radnor",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111308,
      "name": "Trunorth Financial Services, Inc.",
      "name_as_filed": "TRUNORTH FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/trunorth-financial-services-inc-chambersburg-pa-111308",
      "city": "Chambersburg",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106015,
      "name": "Trustmont Advisory Group, Inc.",
      "name_as_filed": "TRUSTMONT ADVISORY GROUP, INC.",
      "url": "https://advisorcensus.com/firm/trustmont-advisory-group-inc-greensburg-pa-106015",
      "city": "Greensburg",
      "state": "PA",
      "years_registered": 38,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104748,
      "name": "Twin Capital Management Inc",
      "name_as_filed": "TWIN CAPITAL MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/twin-capital-management-inc-mcmurray-pa-104748",
      "city": "McMurray",
      "state": "PA",
      "years_registered": 36,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169624,
      "name": "V3LIMITED LLC",
      "name_as_filed": "V3LIMITED LLC",
      "url": "https://advisorcensus.com/firm/v3limited-llc-radnor-pa-169624",
      "city": "Radnor",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342364,
      "name": "Valen Private Capital, LLC.",
      "name_as_filed": "VALEN PRIVATE CAPITAL, LLC.",
      "url": "https://advisorcensus.com/firm/valen-private-capital-llc-paoli-pa-342364",
      "city": "Paoli",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312254,
      "name": "Valley Financial Group",
      "name_as_filed": "VALLEY FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/valley-financial-group-ambler-pa-312254",
      "city": "Ambler",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123898,
      "name": "Valley Forge Investment Consultants, Inc.",
      "name_as_filed": "VALLEY FORGE INVESTMENT CONSULTANTS, INC.",
      "url": "https://advisorcensus.com/firm/valley-forge-investment-consultants-inc-audubon-pa-123898",
      "city": "Audubon",
      "state": "PA",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110788,
      "name": "Valley National Advisers Inc",
      "name_as_filed": "VALLEY NATIONAL ADVISERS INC",
      "url": "https://advisorcensus.com/firm/valley-national-advisers-inc-bethlehem-pa-110788",
      "city": "Bethlehem",
      "state": "PA",
      "years_registered": 41,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323129,
      "name": "Valor Investments and Planning LLC",
      "name_as_filed": "VALOR INVESTMENTS AND PLANNING LLC",
      "url": "https://advisorcensus.com/firm/valor-investments-and-planning-llc-easton-pa-323129",
      "city": "Easton",
      "state": "PA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328023,
      "name": "Vama Oak Wealth, LLC",
      "name_as_filed": "VAMA OAK WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/vama-oak-wealth-llc-doylestown-pa-328023",
      "city": "Doylestown",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143439,
      "name": "Van Reed Wealth Management LLC",
      "name_as_filed": "VAN REED WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/van-reed-wealth-management-llc-wyomissing-pa-143439",
      "city": "Wyomissing",
      "state": "PA",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106715,
      "name": "Vanguard Advisers, Inc.",
      "name_as_filed": "VANGUARD ADVISERS, INC.",
      "url": "https://advisorcensus.com/firm/vanguard-advisers-inc-malvern-pa-106715",
      "city": "Malvern",
      "state": "PA",
      "years_registered": 31,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337216,
      "name": "Vantus Wealth",
      "name_as_filed": "VANTUS WEALTH",
      "url": "https://advisorcensus.com/firm/vantus-wealth-lancaster-pa-337216",
      "city": "Lancaster",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298465,
      "name": "Veery Capital, LLC",
      "name_as_filed": "VEERY CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/veery-capital-llc-west-chester-pa-298465",
      "city": "West Chester",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129865,
      "name": "Venn Wealth & Benefit Services, LLC",
      "name_as_filed": "VENN WEALTH & BENEFIT SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/venn-wealth-and-benefit-services-llc-altoona-pa-129865",
      "city": "Altoona",
      "state": "PA",
      "years_registered": 22,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152301,
      "name": "Ventura Wealth Management",
      "name_as_filed": "VENTURA WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/ventura-wealth-management-yardley-pa-152301",
      "city": "Yardley",
      "state": "PA",
      "years_registered": 16,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312756,
      "name": "Venture Financial Advisors, LLC",
      "name_as_filed": "VENTURE FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/venture-financial-advisors-llc-312756",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334887,
      "name": "Vera-CPA, Inc.",
      "name_as_filed": "VERA-CPA, INC.",
      "url": "https://advisorcensus.com/firm/vera-cpa-inc-lords-valley-pa-334887",
      "city": "Lords Valley",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134445,
      "name": "Verdis Investment Management, LLC",
      "name_as_filed": "VERDIS INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/verdis-investment-management-llc-west-conshohocken-pa-134445",
      "city": "West Conshohocken",
      "state": "PA",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341210,
      "name": "Veritable Financials LLC",
      "name_as_filed": "VERITABLE FINANCIALS LLC",
      "url": "https://advisorcensus.com/firm/veritable-financials-llc-philadelphia-pa-341210",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300421,
      "name": "Vertex Financial Advisors LLC",
      "name_as_filed": "VERTEX FINANCIAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/vertex-financial-advisors-llc-elkins-park-pa-300421",
      "city": "Elkins Park",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141804,
      "name": "Vesta Financialcare",
      "name_as_filed": "VESTA FINANCIALCARE",
      "url": "https://advisorcensus.com/firm/vesta-financialcare-philadelphia-pa-141804",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322140,
      "name": "Viable",
      "name_as_filed": "VIABLE",
      "url": "https://advisorcensus.com/firm/viable-wayne-pa-322140",
      "city": "Wayne",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342307,
      "name": "Victus Wealth Management",
      "name_as_filed": "VICTUS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/victus-wealth-management-342307",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116021,
      "name": "Vicus Capital, Inc.",
      "name_as_filed": "VICUS CAPITAL, INC.",
      "url": "https://advisorcensus.com/firm/vicus-capital-inc-state-college-pa-116021",
      "city": "State College",
      "state": "PA",
      "years_registered": 24,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334366,
      "name": "Vindicta Investment Advisors LLC",
      "name_as_filed": "VINDICTA INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/vindicta-investment-advisors-llc-334366",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323082,
      "name": "Virtual Tax Planners",
      "name_as_filed": "VIRTUAL TAX PLANNERS",
      "url": "https://advisorcensus.com/firm/virtual-tax-planners-323082",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330228,
      "name": "Vision Wealth Advisors, LLC",
      "name_as_filed": "VISION WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/vision-wealth-advisors-llc-lewisburg-pa-330228",
      "city": "Lewisburg",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131063,
      "name": "Waldron Private Wealth",
      "name_as_filed": "WALDRON PRIVATE WEALTH",
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}