{
  "path": "/advisors/pa/flat-fee",
  "url": "https://advisorcensus.com/advisors/pa/flat-fee/page/4",
  "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": 4,
  "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": 144094,
      "name": "Eagle Investment Advisors",
      "name_as_filed": "EAGLE INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/eagle-investment-advisors-downingtown-pa-144094",
      "city": "Downingtown",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125749,
      "name": "Eagle Rock Financial Advisers, Ltd.",
      "name_as_filed": "EAGLE ROCK FINANCIAL ADVISERS, LTD.",
      "url": "https://advisorcensus.com/firm/eagle-rock-financial-advisers-ltd-lancaster-pa-125749",
      "city": "Lancaster",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342781,
      "name": "Edyn",
      "name_as_filed": "EDYN",
      "url": "https://advisorcensus.com/firm/edyn-philadelphia-pa-342781",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339642,
      "name": "Element Risk Wealth Advisors",
      "name_as_filed": "ELEMENT RISK WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/element-risk-wealth-advisors-hanover-pa-339642",
      "city": "Hanover",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309256,
      "name": "Elevation Wealth LLC",
      "name_as_filed": "ELEVATION WEALTH LLC",
      "url": "https://advisorcensus.com/firm/elevation-wealth-llc-media-pa-309256",
      "city": "Media",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310917,
      "name": "Elite Life Management LLC",
      "name_as_filed": "ELITE LIFE MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/elite-life-management-llc-erie-pa-310917",
      "city": "Erie",
      "state": "PA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335437,
      "name": "Elliker Financial",
      "name_as_filed": "ELLIKER FINANCIAL",
      "url": "https://advisorcensus.com/firm/elliker-financial-morgantown-pa-335437",
      "city": "Morgantown",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157669,
      "name": "Ellis Investment Partners, LLC",
      "name_as_filed": "ELLIS INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/ellis-investment-partners-llc-berwyn-pa-157669",
      "city": "Berwyn",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167225,
      "name": "Elm Wealth",
      "name_as_filed": "ELM WEALTH",
      "url": "https://advisorcensus.com/firm/elm-wealth-philadelphia-pa-167225",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315473,
      "name": "Emancipare Investment Advisors",
      "name_as_filed": "EMANCIPARE INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/emancipare-investment-advisors-nazareth-pa-315473",
      "city": "Nazareth",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281576,
      "name": "Emerick Financial Planning, LLC",
      "name_as_filed": "EMERICK FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/emerick-financial-planning-llc-pittsburgh-pa-281576",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139985,
      "name": "Emmanuel Capital Management, LLC",
      "name_as_filed": "EMMANUEL CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/emmanuel-capital-management-llc-139985",
      "city": null,
      "state": null,
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300568,
      "name": "Englebert Financial Advisers, LLC",
      "name_as_filed": "ENGLEBERT FINANCIAL ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/englebert-financial-advisers-llc-allentown-pa-300568",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111694,
      "name": "Envestnet PMC",
      "name_as_filed": "ENVESTNET PMC",
      "url": "https://advisorcensus.com/firm/envestnet-pmc-berwyn-pa-111694",
      "city": "Berwyn",
      "state": "PA",
      "years_registered": 26,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109662,
      "name": "Envestnet Portfolio Solutions, Inc.",
      "name_as_filed": "ENVESTNET PORTFOLIO SOLUTIONS, INC.",
      "url": "https://advisorcensus.com/firm/envestnet-portfolio-solutions-inc-berwyn-pa-109662",
      "city": "Berwyn",
      "state": "PA",
      "years_registered": 33,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171570,
      "name": "Envestnet Retirement Solutions, LLC",
      "name_as_filed": "ENVESTNET RETIREMENT SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/envestnet-retirement-solutions-llc-berwyn-pa-171570",
      "city": "Berwyn",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 277031,
      "name": "Equita Financial Network, Inc.",
      "name_as_filed": "EQUITA FINANCIAL NETWORK, INC.",
      "url": "https://advisorcensus.com/firm/equita-financial-network-inc-fort-washington-pa-277031",
      "city": "Fort Washington",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299818,
      "name": "Erickson Financial Group, LLC",
      "name_as_filed": "ERICKSON FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/erickson-financial-group-llc-allentown-pa-299818",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324655,
      "name": "ESG Wealth Advisors",
      "name_as_filed": "ESG WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/esg-wealth-advisors-324655",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327021,
      "name": "Etch Financial",
      "name_as_filed": "ETCH FINANCIAL",
      "url": "https://advisorcensus.com/firm/etch-financial-pittsburgh-pa-327021",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171412,
      "name": "ETF Architect",
      "name_as_filed": "ETF ARCHITECT",
      "url": "https://advisorcensus.com/firm/etf-architect-newtown-square-pa-171412",
      "city": "Newtown Square",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321748,
      "name": "Ethos Financial Group, LLC",
      "name_as_filed": "ETHOS FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/ethos-financial-group-llc-king-of-prussia-pa-321748",
      "city": "King of Prussia",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314795,
      "name": "Evenkiehl, LLC",
      "name_as_filed": "EVENKIEHL, LLC",
      "url": "https://advisorcensus.com/firm/evenkiehl-llc-314795",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281661,
      "name": "Evident Financial",
      "name_as_filed": "EVIDENT FINANCIAL",
      "url": "https://advisorcensus.com/firm/evident-financial-erie-pa-281661",
      "city": "Erie",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308977,
      "name": "EWA, LLC",
      "name_as_filed": "EWA, LLC",
      "url": "https://advisorcensus.com/firm/ewa-llc-pittsburgh-pa-308977",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116978,
      "name": "Faithward Advisors, LLC",
      "name_as_filed": "FAITHWARD ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/faithward-advisors-llc-lancaster-pa-116978",
      "city": "Lancaster",
      "state": "PA",
      "years_registered": 24,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305092,
      "name": "Faithward Capital",
      "name_as_filed": "FAITHWARD CAPITAL",
      "url": "https://advisorcensus.com/firm/faithward-capital-lancaster-pa-305092",
      "city": "Lancaster",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327977,
      "name": "Falco Wealth Management",
      "name_as_filed": "FALCO WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/falco-wealth-management-paoli-pa-327977",
      "city": "Paoli",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298692,
      "name": "Falcon Wealth Managers",
      "name_as_filed": "FALCON WEALTH MANAGERS",
      "url": "https://advisorcensus.com/firm/falcon-wealth-managers-concordville-pa-298692",
      "city": "Concordville",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342773,
      "name": "FAT CAT Financial Advisor",
      "name_as_filed": "FAT CAT FINANCIAL ADVISOR",
      "url": "https://advisorcensus.com/firm/fat-cat-financial-advisor-eagleville-pa-342773",
      "city": "Eagleville",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104601,
      "name": "FDX Advisors, Inc.",
      "name_as_filed": "FDX ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/fdx-advisors-inc-berwyn-pa-104601",
      "city": "Berwyn",
      "state": "PA",
      "years_registered": 39,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286510,
      "name": "Fident Financial, LLC",
      "name_as_filed": "FIDENT FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/fident-financial-llc-286510",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141081,
      "name": "Financial Advisors Consortium, Inc.",
      "name_as_filed": "FINANCIAL ADVISORS CONSORTIUM, INC.",
      "url": "https://advisorcensus.com/firm/financial-advisors-consortium-inc-pittsburgh-pa-141081",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122053,
      "name": "Financial Advisory Services, LLC",
      "name_as_filed": "FINANCIAL ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/financial-advisory-services-llc-hanover-pa-122053",
      "city": "Hanover",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170478,
      "name": "Financial Coach",
      "name_as_filed": "FINANCIAL COACH",
      "url": "https://advisorcensus.com/firm/financial-coach-west-chester-pa-170478",
      "city": "West Chester",
      "state": "PA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130458,
      "name": "Financial Integrity Advisors, LLC",
      "name_as_filed": "FINANCIAL INTEGRITY ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/financial-integrity-advisors-llc-philadelphia-pa-130458",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121691,
      "name": "Financial Planning Advisors Inc.",
      "name_as_filed": "FINANCIAL PLANNING ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/financial-planning-advisors-inc-wyomissing-pa-121691",
      "city": "Wyomissing",
      "state": "PA",
      "years_registered": 38,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332546,
      "name": "Finease Consulting",
      "name_as_filed": "FINEASE CONSULTING",
      "url": "https://advisorcensus.com/firm/finease-consulting-332546",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120878,
      "name": "First Financial Security, LLC",
      "name_as_filed": "FIRST FINANCIAL SECURITY, LLC",
      "url": "https://advisorcensus.com/firm/first-financial-security-llc-120878",
      "city": null,
      "state": null,
      "years_registered": 26,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325471,
      "name": "First Light Wealth",
      "name_as_filed": "FIRST LIGHT WEALTH",
      "url": "https://advisorcensus.com/firm/first-light-wealth-hershey-pa-325471",
      "city": "Hershey",
      "state": "PA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131620,
      "name": "Firstrust Financial Advisors",
      "name_as_filed": "FIRSTRUST FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/firstrust-financial-advisors-conshohocken-pa-131620",
      "city": "Conshohocken",
      "state": "PA",
      "years_registered": 22,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121476,
      "name": "Fiscalwise, Inc.",
      "name_as_filed": "FISCALWISE, INC.",
      "url": "https://advisorcensus.com/firm/fiscalwise-inc-121476",
      "city": null,
      "state": null,
      "years_registered": 26,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157882,
      "name": "Flynn Financial, LLC",
      "name_as_filed": "FLYNN FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/flynn-financial-llc-blakely-pa-157882",
      "city": "Blakely",
      "state": "PA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147314,
      "name": "Ford Financial Advisors, Limited",
      "name_as_filed": "FORD FINANCIAL ADVISORS, LIMITED",
      "url": "https://advisorcensus.com/firm/ford-financial-advisors-limited-147314",
      "city": null,
      "state": null,
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315920,
      "name": "Ford Investment & Retirement Management LLC",
      "name_as_filed": "FORD INVESTMENT & RETIREMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/ford-investment-and-retirement-management-llc-315920",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153016,
      "name": "Forefront Analytics, LLC",
      "name_as_filed": "FOREFRONT ANALYTICS, LLC",
      "url": "https://advisorcensus.com/firm/forefront-analytics-llc-w-conshohocken-pa-153016",
      "city": "W. Conshohocken",
      "state": "PA",
      "years_registered": 16,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164498,
      "name": "Fortis Advisors, LLC",
      "name_as_filed": "FORTIS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/fortis-advisors-llc-wayne-pa-164498",
      "city": "Wayne",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142659,
      "name": "Foundation Capital Management, LLC",
      "name_as_filed": "FOUNDATION CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/foundation-capital-management-llc-east-norriton-pa-142659",
      "city": "East Norriton",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308115,
      "name": "Foundation Financial Planning, LLC",
      "name_as_filed": "FOUNDATION FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/foundation-financial-planning-llc-308115",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168270,
      "name": "Foundation Wealth Management, LLC",
      "name_as_filed": "FOUNDATION WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/foundation-wealth-management-llc-media-pa-168270",
      "city": "Media",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/pa",
      "label": "Financial advisors in Pennsylvania"
    },
    "fee_pages": [
      {
        "path": "/advisors/pa/fee-only",
        "label": "Fee-only financial advisors in Pennsylvania",
        "firm_count": 405
      },
      {
        "path": "/advisors/pa/hourly",
        "label": "Hourly financial advisors in Pennsylvania",
        "firm_count": 452
      }
    ],
    "metro_fee_pages": [
      {
        "path": "/advisors/pa/philadelphia/flat-fee",
        "firm_count": 329,
        "label": "Flat-fee financial advisors in Philadelphia, PA"
      },
      {
        "path": "/advisors/pa/pittsburgh/flat-fee",
        "firm_count": 100,
        "label": "Flat-fee financial advisors in Pittsburgh, PA"
      },
      {
        "path": "/advisors/pa/allentown/flat-fee",
        "firm_count": 31,
        "label": "Flat-fee financial advisors in Allentown, PA"
      },
      {
        "path": "/advisors/pa/lancaster/flat-fee",
        "firm_count": 21,
        "label": "Flat-fee financial advisors in Lancaster, PA"
      },
      {
        "path": "/advisors/pa/harrisburg/flat-fee",
        "firm_count": 19,
        "label": "Flat-fee financial advisors in Harrisburg, PA"
      },
      {
        "path": "/advisors/pa/scranton/flat-fee",
        "firm_count": 14,
        "label": "Flat-fee financial advisors in Scranton, PA"
      },
      {
        "path": "/advisors/pa/erie/flat-fee",
        "firm_count": 10,
        "label": "Flat-fee financial advisors in Erie, PA"
      },
      {
        "path": "/advisors/pa/york/flat-fee",
        "firm_count": 9,
        "label": "Flat-fee financial advisors in York, PA"
      },
      {
        "path": "/advisors/pa/state-college/flat-fee",
        "firm_count": 8,
        "label": "Flat-fee financial advisors in State College, PA"
      },
      {
        "path": "/advisors/pa/reading/flat-fee",
        "firm_count": 7,
        "label": "Flat-fee financial advisors in Reading, PA"
      },
      {
        "path": "/advisors/pa/altoona/flat-fee",
        "firm_count": 3,
        "label": "Flat-fee financial advisors in Altoona, PA"
      },
      {
        "path": "/advisors/pa/williamsport/flat-fee",
        "firm_count": 2,
        "label": "Flat-fee financial advisors in Williamsport, PA"
      },
      {
        "path": "/advisors/pa/chambersburg/flat-fee",
        "firm_count": 1,
        "label": "Flat-fee financial advisors in Chambersburg, PA"
      },
      {
        "path": "/advisors/pa/lebanon/flat-fee",
        "firm_count": 1,
        "label": "Flat-fee financial advisors in Lebanon, PA"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "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"
  }
}