{
  "path": "/advisors/pa/flat-fee",
  "url": "https://advisorcensus.com/advisors/pa/flat-fee/page/7",
  "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": 7,
  "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": 328195,
      "name": "Keller Financial Group",
      "name_as_filed": "KELLER FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/keller-financial-group-camp-hill-pa-328195",
      "city": "Camp Hill",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116885,
      "name": "Kennedy Financial Advisors",
      "name_as_filed": "KENNEDY FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/kennedy-financial-advisors-116885",
      "city": null,
      "state": null,
      "years_registered": 38,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116240,
      "name": "Key Financial, Inc.",
      "name_as_filed": "KEY FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/key-financial-inc-west-chester-pa-116240",
      "city": "West Chester",
      "state": "PA",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153231,
      "name": "Key Wealth Partners, LLC",
      "name_as_filed": "KEY WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/key-wealth-partners-llc-153231",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339819,
      "name": "Keystone Fiduciary Financial Planning and Tax Advisory",
      "name_as_filed": "KEYSTONE FIDUCIARY FINANCIAL PLANNING AND TAX ADVISORY",
      "url": "https://advisorcensus.com/firm/keystone-fiduciary-financial-planning-and-tax-advisory-bethlehem-pa-339819",
      "city": "Bethlehem",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150622,
      "name": "Keystone Investment Advisors, LLC",
      "name_as_filed": "KEYSTONE INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/keystone-investment-advisors-llc-wexford-pa-150622",
      "city": "Wexford",
      "state": "PA",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331996,
      "name": "Keyvantage Wealth Advisors",
      "name_as_filed": "KEYVANTAGE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/keyvantage-wealth-advisors-bethlehem-pa-331996",
      "city": "Bethlehem",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299407,
      "name": "Kintra Wealth, LLC",
      "name_as_filed": "KINTRA WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/kintra-wealth-llc-williamsport-pa-299407",
      "city": "Williamsport",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299531,
      "name": "Kissling Financial Services, LLC",
      "name_as_filed": "KISSLING FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/kissling-financial-services-llc-new-castle-pa-299531",
      "city": "New Castle",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325042,
      "name": "Kitching Partners, LLC",
      "name_as_filed": "KITCHING PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/kitching-partners-llc-conshohocken-pa-325042",
      "city": "Conshohocken",
      "state": "PA",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113989,
      "name": "Kohlhepp Investment Advisors, Ltd.",
      "name_as_filed": "KOHLHEPP INVESTMENT ADVISORS, LTD.",
      "url": "https://advisorcensus.com/firm/kohlhepp-investment-advisors-ltd-doylestown-pa-113989",
      "city": "Doylestown",
      "state": "PA",
      "years_registered": 25,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322163,
      "name": "Kooman & Associates",
      "name_as_filed": "KOOMAN & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/kooman-and-associates-altoona-pa-322163",
      "city": "Altoona",
      "state": "PA",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121910,
      "name": "Kramer Fiduciary Services",
      "name_as_filed": "KRAMER FIDUCIARY SERVICES",
      "url": "https://advisorcensus.com/firm/kramer-fiduciary-services-pittsburgh-pa-121910",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 26,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292878,
      "name": "Kreiner Financial Wealth Management, Inc.",
      "name_as_filed": "KREINER FINANCIAL WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/kreiner-financial-wealth-management-inc-292878",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342223,
      "name": "Krown Advisory",
      "name_as_filed": "KROWN ADVISORY",
      "url": "https://advisorcensus.com/firm/krown-advisory-blue-bell-pa-342223",
      "city": "Blue Bell",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169907,
      "name": "Kuleck Financial Planning",
      "name_as_filed": "KULECK FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/kuleck-financial-planning-169907",
      "city": null,
      "state": null,
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167100,
      "name": "Lakeland Investor Services, Inc.",
      "name_as_filed": "LAKELAND INVESTOR SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/lakeland-investor-services-inc-167100",
      "city": null,
      "state": null,
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311120,
      "name": "Lakeside Planning",
      "name_as_filed": "LAKESIDE PLANNING",
      "url": "https://advisorcensus.com/firm/lakeside-planning-311120",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342937,
      "name": "Langan Financial Group",
      "name_as_filed": "LANGAN FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/langan-financial-group-camp-hill-pa-342937",
      "city": "Camp Hill",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306882,
      "name": "Lansing Street Advisors",
      "name_as_filed": "LANSING STREET ADVISORS",
      "url": "https://advisorcensus.com/firm/lansing-street-advisors-ambler-pa-306882",
      "city": "Ambler",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139830,
      "name": "Legacy Advisors, LLC",
      "name_as_filed": "LEGACY ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/legacy-advisors-llc-plymouth-meeting-pa-139830",
      "city": "Plymouth Meeting",
      "state": "PA",
      "years_registered": 20,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131895,
      "name": "Legacy Advisory Group, Inc.",
      "name_as_filed": "LEGACY ADVISORY GROUP, INC.",
      "url": "https://advisorcensus.com/firm/legacy-advisory-group-inc-hermitage-pa-131895",
      "city": "Hermitage",
      "state": "PA",
      "years_registered": 22,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323360,
      "name": "Legacy Solutions, LLC",
      "name_as_filed": "LEGACY SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/legacy-solutions-llc-kennett-square-pa-323360",
      "city": "Kennett Square",
      "state": "PA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108207,
      "name": "Legend Financial Advisors Inc",
      "name_as_filed": "LEGEND FINANCIAL ADVISORS INC",
      "url": "https://advisorcensus.com/firm/legend-financial-advisors-inc-pittsburgh-pa-108207",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 33,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142094,
      "name": "Liberty Asset Management",
      "name_as_filed": "LIBERTY ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/liberty-asset-management-allentown-pa-142094",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332476,
      "name": "Liberty Square Wealth Partners LLC",
      "name_as_filed": "LIBERTY SQUARE WEALTH PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/liberty-square-wealth-partners-llc-bethlehem-pa-332476",
      "city": "Bethlehem",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169299,
      "name": "Life Stewardship Advisors",
      "name_as_filed": "LIFE STEWARDSHIP ADVISORS",
      "url": "https://advisorcensus.com/firm/life-stewardship-advisors-lancaster-pa-169299",
      "city": "Lancaster",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284842,
      "name": "Lifeguide Financial Advisors, LLC",
      "name_as_filed": "LIFEGUIDE FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/lifeguide-financial-advisors-llc-mechanicsburg-pa-284842",
      "city": "Mechanicsburg",
      "state": "PA",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300683,
      "name": "Lifetime Financial Foundations, LLC",
      "name_as_filed": "LIFETIME FINANCIAL FOUNDATIONS, LLC",
      "url": "https://advisorcensus.com/firm/lifetime-financial-foundations-llc-300683",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340807,
      "name": "Limeral Research",
      "name_as_filed": "LIMERAL RESEARCH",
      "url": "https://advisorcensus.com/firm/limeral-research-malvern-pa-340807",
      "city": "Malvern",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141128,
      "name": "Limerick Financial Group, LLC",
      "name_as_filed": "LIMERICK FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/limerick-financial-group-llc-limerick-pa-141128",
      "city": "Limerick",
      "state": "PA",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174470,
      "name": "Linc Wealth Solutions",
      "name_as_filed": "LINC WEALTH SOLUTIONS",
      "url": "https://advisorcensus.com/firm/linc-wealth-solutions-norristown-pa-174470",
      "city": "Norristown",
      "state": "PA",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 519,
      "name": "Lincoln Investment",
      "name_as_filed": "LINCOLN INVESTMENT",
      "url": "https://advisorcensus.com/firm/lincoln-investment-fort-washington-pa-519",
      "city": "Fort Washington",
      "state": "PA",
      "years_registered": 48,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301645,
      "name": "Livelihood LLC",
      "name_as_filed": "LIVELIHOOD LLC",
      "url": "https://advisorcensus.com/firm/livelihood-llc-philadelphia-pa-301645",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338162,
      "name": "Locus Wealth Management",
      "name_as_filed": "LOCUS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/locus-wealth-management-338162",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108893,
      "name": "Logan Capital Management, Inc.",
      "name_as_filed": "LOGAN CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/logan-capital-management-inc-newtown-square-pa-108893",
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    "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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}
