{
  "path": "/advisors/pa/flat-fee",
  "url": "https://advisorcensus.com/advisors/pa/flat-fee/page/8",
  "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": 8,
  "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": 155157,
      "name": "Market Street Wealth Management",
      "name_as_filed": "MARKET STREET WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/market-street-wealth-management-west-chester-pa-155157",
      "city": "West Chester",
      "state": "PA",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118655,
      "name": "Marquette Associates, Inc.",
      "name_as_filed": "MARQUETTE ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/marquette-associates-inc-west-chester-pa-118655",
      "city": "West Chester",
      "state": "PA",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111692,
      "name": "Marsden Capital Management, LLC.",
      "name_as_filed": "MARSDEN CAPITAL MANAGEMENT, LLC.",
      "url": "https://advisorcensus.com/firm/marsden-capital-management-llc-erie-pa-111692",
      "city": "Erie",
      "state": "PA",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328693,
      "name": "Master's Wealth Management Inc.",
      "name_as_filed": "MASTER'S WEALTH MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/master-s-wealth-management-inc-leola-pa-328693",
      "city": "Leola",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122662,
      "name": "Maximum Asset Strategies",
      "name_as_filed": "MAXIMUM ASSET STRATEGIES",
      "url": "https://advisorcensus.com/firm/maximum-asset-strategies-122662",
      "city": null,
      "state": null,
      "years_registered": 38,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164197,
      "name": "MB, Levis & Associates,llc",
      "name_as_filed": "MB, LEVIS & ASSOCIATES,LLC",
      "url": "https://advisorcensus.com/firm/mb-levis-and-associates-llc-center-valley-pa-164197",
      "city": "Center Valley",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116309,
      "name": "MC2 Financial Advisers, Inc.",
      "name_as_filed": "MC2 FINANCIAL ADVISERS, INC.",
      "url": "https://advisorcensus.com/firm/mc2-financial-advisers-inc-newtown-square-pa-116309",
      "city": "Newtown Square",
      "state": "PA",
      "years_registered": 28,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170914,
      "name": "McAdam LLC",
      "name_as_filed": "MCADAM LLC",
      "url": "https://advisorcensus.com/firm/mcadam-llc-radnor-pa-170914",
      "city": "Radnor",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155646,
      "name": "McCann Wealth Strategies,inc.",
      "name_as_filed": "MCCANN WEALTH STRATEGIES,INC.",
      "url": "https://advisorcensus.com/firm/mccann-wealth-strategies-inc-state-college-pa-155646",
      "city": "State College",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122147,
      "name": "McClarren Financial Advisors",
      "name_as_filed": "MCCLARREN FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/mcclarren-financial-advisors-state-college-pa-122147",
      "city": "State College",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339628,
      "name": "McHenry Investments, LLC",
      "name_as_filed": "MCHENRY INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/mchenry-investments-llc-beaver-pa-339628",
      "city": "Beaver",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314374,
      "name": "Medwealth Advisors",
      "name_as_filed": "MEDWEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/medwealth-advisors-314374",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105764,
      "name": "Mellon Investments Corporation",
      "name_as_filed": "MELLON INVESTMENTS CORPORATION",
      "url": "https://advisorcensus.com/firm/mellon-investments-corporation-pittsburgh-pa-105764",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 43,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323778,
      "name": "Members Wealth LLC",
      "name_as_filed": "MEMBERS WEALTH LLC",
      "url": "https://advisorcensus.com/firm/members-wealth-llc-media-pa-323778",
      "city": "Media",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289040,
      "name": "Mercantile Advisors, LLC",
      "name_as_filed": "MERCANTILE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/mercantile-advisors-llc-camp-hill-pa-289040",
      "city": "Camp Hill",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287768,
      "name": "Meridian Wealth Partners, LLC",
      "name_as_filed": "MERIDIAN WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/meridian-wealth-partners-llc-east-norriton-pa-287768",
      "city": "East Norriton",
      "state": "PA",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171984,
      "name": "MFA Wealth Advisors, LLC",
      "name_as_filed": "MFA WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/mfa-wealth-advisors-llc-pittsburgh-pa-171984",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334574,
      "name": "MFG Private Wealth",
      "name_as_filed": "MFG PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/mfg-private-wealth-canonsburg-pa-334574",
      "city": "Canonsburg",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335648,
      "name": "Michael Leslie Investments LLC",
      "name_as_filed": "MICHAEL LESLIE INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/michael-leslie-investments-llc-philadelphia-pa-335648",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310441,
      "name": "Milestone Asset Management, LLC",
      "name_as_filed": "MILESTONE ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/milestone-asset-management-llc-pittsburgh-pa-310441",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336684,
      "name": "Milestone Financial Associates, LLC",
      "name_as_filed": "MILESTONE FINANCIAL ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/milestone-financial-associates-llc-macungie-pa-336684",
      "city": "Macungie",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108380,
      "name": "Miller Investment Management, LP",
      "name_as_filed": "MILLER INVESTMENT MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/miller-investment-management-lp-west-conshohocken-pa-108380",
      "city": "West Conshohocken",
      "state": "PA",
      "years_registered": 27,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166210,
      "name": "Millergroup Investments LLC",
      "name_as_filed": "MILLERGROUP INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/millergroup-investments-llc-villanova-pa-166210",
      "city": "Villanova",
      "state": "PA",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343193,
      "name": "Milvian Bridge Advisory",
      "name_as_filed": "MILVIAN BRIDGE ADVISORY",
      "url": "https://advisorcensus.com/firm/milvian-bridge-advisory-343193",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168582,
      "name": "Miravast Asset Management, LLC",
      "name_as_filed": "MIRAVAST ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/miravast-asset-management-llc-newtown-pa-168582",
      "city": "Newtown",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155426,
      "name": "MMA Asset Management LLC",
      "name_as_filed": "MMA ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/mma-asset-management-llc-conshohocken-pa-155426",
      "city": "Conshohocken",
      "state": "PA",
      "years_registered": 15,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166171,
      "name": "Moondance Investment Advisors, LLC",
      "name_as_filed": "MOONDANCE INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/moondance-investment-advisors-llc-new-hope-pa-166171",
      "city": "New Hope",
      "state": "PA",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333022,
      "name": "MOR Wealth Management, LLC",
      "name_as_filed": "MOR WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/mor-wealth-management-llc-philadelphia-pa-333022",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133775,
      "name": "Morgan Financial Incorporated",
      "name_as_filed": "MORGAN FINANCIAL INCORPORATED",
      "url": "https://advisorcensus.com/firm/morgan-financial-incorporated-oley-pa-133775",
      "city": "Oley",
      "state": "PA",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117050,
      "name": "Morgan Stanley AIP GP LP",
      "name_as_filed": "MORGAN STANLEY AIP GP LP",
      "url": "https://advisorcensus.com/firm/morgan-stanley-aip-gp-lp-west-conshohocken-pa-117050",
      "city": "West Conshohocken",
      "state": "PA",
      "years_registered": 24,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127562,
      "name": "Morrison Fiduciary Advisors, Inc.",
      "name_as_filed": "MORRISON FIDUCIARY ADVISORS,  INC.",
      "url": "https://advisorcensus.com/firm/morrison-fiduciary-advisors-inc-127562",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292278,
      "name": "Morton Brown Family Wealth LLC",
      "name_as_filed": "MORTON BROWN FAMILY WEALTH LLC",
      "url": "https://advisorcensus.com/firm/morton-brown-family-wealth-llc-allentown-pa-292278",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291335,
      "name": "Mountain River Financial",
      "name_as_filed": "MOUNTAIN RIVER FINANCIAL",
      "url": "https://advisorcensus.com/firm/mountain-river-financial-291335",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317908,
      "name": "Moyer Wealth Management",
      "name_as_filed": "MOYER WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/moyer-wealth-management-montgomeryville-pa-317908",
      "city": "Montgomeryville",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314968,
      "name": "Mpower Wealth Management, LLC",
      "name_as_filed": "MPOWER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/mpower-wealth-management-llc-314968",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147221,
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    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}