# Flat-fee financial advisors in Philadelphia, PA

> AdvisorCensus lists 329 investment advisory firms with a principal office in the Philadelphia metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/philadelphia/flat-fee/page/2

## At a glance

- Investment advisory firms: 329
- Registration: SEC-registered investment adviser: 216, State-registered investment adviser: 113
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 95 (29%); Percentage of assets 300 (91%); Hourly charges 178 (54%); Subscription fees (newsletter or periodical) 4 (1%); Fixed fees 329 (100%); Commissions 13 (4%); Performance-based fees 37 (11%); Other 45 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 42 (13%); $25 million to $100 million 47 (14%); $100 million to $500 million 95 (29%); $500 million to $1 billion 37 (11%); $1 billion to $5 billion 45 (14%); Over $5 billion 35 (11%); Not reported 28 (9%)
- Years registered: Under 5 years 97 (29%); 5 to 9 years 82 (25%); 10 to 19 years 83 (25%); 20 years or more 67 (20%)

## Firms (page 2 of 7, 51 to 100 of 329, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Capital Markets IQ, LLC](https://advisorcensus.com/firm/capital-markets-iq-llc-wilmington-de-134921) ([md](https://advisorcensus.com/firm/capital-markets-iq-llc-wilmington-de-134921.md)) | 134921 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee, Performance fee |
| [Capital Planning Associates, Incorporated](https://advisorcensus.com/firm/capital-planning-associates-incorporated-marlton-nj-128863) ([md](https://advisorcensus.com/firm/capital-planning-associates-incorporated-marlton-nj-128863.md)) | 128863 | Marlton, NJ | State-registered investment adviser | Under $25 million | 34 | % of assets, Hourly, Fixed fee |
| [Capridge Advisors](https://advisorcensus.com/firm/capridge-advisors-wayne-pa-330404) ([md](https://advisorcensus.com/firm/capridge-advisors-wayne-pa-330404.md)) | 330404 | Wayne, PA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Carnegie Wealth Management, LLC](https://advisorcensus.com/firm/carnegie-wealth-management-llc-berwyn-pa-290430) ([md](https://advisorcensus.com/firm/carnegie-wealth-management-llc-berwyn-pa-290430.md)) | 290430 | Berwyn, PA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Certior Financial Group, LLC](https://advisorcensus.com/firm/certior-financial-group-llc-king-of-prussia-pa-285502) ([md](https://advisorcensus.com/firm/certior-financial-group-llc-king-of-prussia-pa-285502.md)) | 285502 | King of Prussia, PA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee, Commissions |
| [CGI Plan Advisors, Inc.](https://advisorcensus.com/firm/cgi-plan-advisors-inc-frazer-pa-311275) ([md](https://advisorcensus.com/firm/cgi-plan-advisors-inc-frazer-pa-311275.md)) | 311275 | Frazer, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [CGI Wealth Advisors, Inc.](https://advisorcensus.com/firm/cgi-wealth-advisors-inc-frazer-pa-311273) ([md](https://advisorcensus.com/firm/cgi-wealth-advisors-inc-frazer-pa-311273.md)) | 311273 | Frazer, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Chadds Ford Wealth Partners, LLC](https://advisorcensus.com/firm/chadds-ford-wealth-partners-llc-chadds-ford-pa-304159) ([md](https://advisorcensus.com/firm/chadds-ford-wealth-partners-llc-chadds-ford-pa-304159.md)) | 304159 | Chadds Ford, PA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Chartered Advisory Group](https://advisorcensus.com/firm/chartered-advisory-group-chadds-ford-pa-116517) ([md](https://advisorcensus.com/firm/chartered-advisory-group-chadds-ford-pa-116517.md)) | 116517 | Chadds Ford, PA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee, Commissions |
| [Chartwell Investment Partners, LLC](https://advisorcensus.com/firm/chartwell-investment-partners-llc-berwyn-pa-170335) ([md](https://advisorcensus.com/firm/chartwell-investment-partners-llc-berwyn-pa-170335.md)) | 170335 | Berwyn, PA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Fixed fee |
| [Christine Messmer, P.C.](https://advisorcensus.com/firm/christine-messmer-p-c-collegeville-pa-121202) ([md](https://advisorcensus.com/firm/christine-messmer-p-c-collegeville-pa-121202.md)) | 121202 | Collegeville, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | Hourly, Fixed fee |
| [Clariti Wealth Advisors](https://advisorcensus.com/firm/clariti-wealth-advisors-wilmington-de-104804) ([md](https://advisorcensus.com/firm/clariti-wealth-advisors-wilmington-de-104804.md)) | 104804 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 43 | % of assets, Hourly, Fixed fee |
| [Clear Capital Management LP](https://advisorcensus.com/firm/clear-capital-management-lp-doylestown-pa-172209) ([md](https://advisorcensus.com/firm/clear-capital-management-lp-doylestown-pa-172209.md)) | 172209 | Doylestown, PA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [Clearview Financial Partners](https://advisorcensus.com/firm/clearview-financial-partners-radnor-pa-286168) ([md](https://advisorcensus.com/firm/clearview-financial-partners-radnor-pa-286168.md)) | 286168 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Clovelly Wealth](https://advisorcensus.com/firm/clovelly-wealth-wayne-pa-323690) ([md](https://advisorcensus.com/firm/clovelly-wealth-wayne-pa-323690.md)) | 323690 | Wayne, PA | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Co-Missions Financial Planning](https://advisorcensus.com/firm/co-missions-financial-planning-cherry-hill-nj-289227) ([md](https://advisorcensus.com/firm/co-missions-financial-planning-cherry-hill-nj-289227.md)) | 289227 | Cherry Hill, NJ | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Coadjutant Financial Planning Services](https://advisorcensus.com/firm/coadjutant-financial-planning-services-cherry-hill-nj-329340) ([md](https://advisorcensus.com/firm/coadjutant-financial-planning-services-cherry-hill-nj-329340.md)) | 329340 | Cherry Hill, NJ | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Compass Ion Advisors, LLC](https://advisorcensus.com/firm/compass-ion-advisors-llc-conshohocken-pa-166418) ([md](https://advisorcensus.com/firm/compass-ion-advisors-llc-conshohocken-pa-166418.md)) | 166418 | Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [Comprehensive Advisors, LLC](https://advisorcensus.com/firm/comprehensive-advisors-llc-lansdale-pa-289316) ([md](https://advisorcensus.com/firm/comprehensive-advisors-llc-lansdale-pa-289316.md)) | 289316 | Lansdale, PA | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee |
| [Comprehensive Financial Advisers](https://advisorcensus.com/firm/comprehensive-financial-advisers-exton-pa-121488) ([md](https://advisorcensus.com/firm/comprehensive-financial-advisers-exton-pa-121488.md)) | 121488 | Exton, PA | State-registered investment adviser | Not reported | 28 | Hourly, Fixed fee |
| [Concentus Wealth Advisors](https://advisorcensus.com/firm/concentus-wealth-advisors-newtown-square-pa-170052) ([md](https://advisorcensus.com/firm/concentus-wealth-advisors-newtown-square-pa-170052.md)) | 170052 | Newtown Square, PA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee, Commissions |
| [Conestoga Capital Advisors, LLC](https://advisorcensus.com/firm/conestoga-capital-advisors-llc-wayne-pa-111750) ([md](https://advisorcensus.com/firm/conestoga-capital-advisors-llc-wayne-pa-111750.md)) | 111750 | Wayne, PA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee |
| [Coombs Wealth Advisory, LLC](https://advisorcensus.com/firm/coombs-wealth-advisory-llc-blue-bell-pa-281132) ([md](https://advisorcensus.com/firm/coombs-wealth-advisory-llc-blue-bell-pa-281132.md)) | 281132 | Blue Bell, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Cooney Financial Advisors Inc](https://advisorcensus.com/firm/cooney-financial-advisors-inc-marlton-nj-123075) ([md](https://advisorcensus.com/firm/cooney-financial-advisors-inc-marlton-nj-123075.md)) | 123075 | Marlton, NJ | State-registered investment adviser | $25 million to $100 million | 39 | % of assets, Hourly, Fixed fee |
| [Copper Beech Advisors, LLC](https://advisorcensus.com/firm/copper-beech-advisors-llc-malvern-pa-151496) ([md](https://advisorcensus.com/firm/copper-beech-advisors-llc-malvern-pa-151496.md)) | 151496 | Malvern, PA | State-registered investment adviser | $25 million to $100 million | 16 | Fixed fee |
| [Copper Beech Financial Group, LLC](https://advisorcensus.com/firm/copper-beech-financial-group-llc-moorestown-nj-313156) ([md](https://advisorcensus.com/firm/copper-beech-financial-group-llc-moorestown-nj-313156.md)) | 313156 | Moorestown, NJ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Commissions |
| [Cora Capital Advisors](https://advisorcensus.com/firm/cora-capital-advisors-marlton-nj-318134) ([md](https://advisorcensus.com/firm/cora-capital-advisors-marlton-nj-318134.md)) | 318134 | Marlton, NJ | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee |
| [Cordatus Wealth Management LLC](https://advisorcensus.com/firm/cordatus-wealth-management-llc-yardley-pa-282871) ([md](https://advisorcensus.com/firm/cordatus-wealth-management-llc-yardley-pa-282871.md)) | 282871 | Yardley, PA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Fixed fee |
| [Corient SHC Partners (US) LP](https://advisorcensus.com/firm/corient-shc-partners-us-lp-philadelphia-pa-289784) ([md](https://advisorcensus.com/firm/corient-shc-partners-us-lp-philadelphia-pa-289784.md)) | 289784 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee, Performance fee |
| [Corient SHC Wealth Management (US) LP](https://advisorcensus.com/firm/corient-shc-wealth-management-us-lp-philadelphia-pa-151225) ([md](https://advisorcensus.com/firm/corient-shc-wealth-management-us-lp-philadelphia-pa-151225.md)) | 151225 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee, Performance fee |
| [Costello Asset Management, Inc.](https://advisorcensus.com/firm/costello-asset-management-inc-feasterville-pa-123249) ([md](https://advisorcensus.com/firm/costello-asset-management-inc-feasterville-pa-123249.md)) | 123249 | Feasterville, PA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [CPC Financial Planning, Inc](https://advisorcensus.com/firm/cpc-financial-planning-inc-king-of-prussia-pa-119150) ([md](https://advisorcensus.com/firm/cpc-financial-planning-inc-king-of-prussia-pa-119150.md)) | 119150 | King of Prussia, PA | State-registered investment adviser | Not reported | 28 | Hourly, Fixed fee |
| [Creative Capital Wealth Management Group](https://advisorcensus.com/firm/creative-capital-wealth-management-group-chester-springs-pa-304376) ([md](https://advisorcensus.com/firm/creative-capital-wealth-management-group-chester-springs-pa-304376.md)) | 304376 | Chester Springs, PA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee, Other |
| [Crossgate Wealth Advisors, LLC](https://advisorcensus.com/firm/crossgate-wealth-advisors-llc-newtown-pa-121856) ([md](https://advisorcensus.com/firm/crossgate-wealth-advisors-llc-newtown-pa-121856.md)) | 121856 | Newtown, PA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Crossover Capital](https://advisorcensus.com/firm/crossover-capital-yardley-pa-326625) ([md](https://advisorcensus.com/firm/crossover-capital-yardley-pa-326625.md)) | 326625 | Yardley, PA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee, Other |
| [Cypress Financial Planning](https://advisorcensus.com/firm/cypress-financial-planning-haddon-heights-nj-151014) ([md](https://advisorcensus.com/firm/cypress-financial-planning-haddon-heights-nj-151014.md)) | 151014 | Haddon Heights, NJ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Darby Investment Services LLC](https://advisorcensus.com/firm/darby-investment-services-llc-woodbury-nj-312457) ([md](https://advisorcensus.com/firm/darby-investment-services-llc-woodbury-nj-312457.md)) | 312457 | Woodbury, NJ | State-registered investment adviser | Not reported | 5 | Hourly, Fixed fee |
| [De Cesare Retirement Specialists](https://advisorcensus.com/firm/de-cesare-retirement-specialists-marlton-nj-121458) ([md](https://advisorcensus.com/firm/de-cesare-retirement-specialists-marlton-nj-121458.md)) | 121458 | Marlton, NJ | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [Delaware Advisory Group, Inc.](https://advisorcensus.com/firm/delaware-advisory-group-inc-wilmington-de-326933) ([md](https://advisorcensus.com/firm/delaware-advisory-group-inc-wilmington-de-326933.md)) | 326933 | Wilmington, DE | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Delaware Wealth Planners](https://advisorcensus.com/firm/delaware-wealth-planners-wilmington-de-306818) ([md](https://advisorcensus.com/firm/delaware-wealth-planners-wilmington-de-306818.md)) | 306818 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Deluca Financial Planning](https://advisorcensus.com/firm/deluca-financial-planning-paoli-pa-340286) ([md](https://advisorcensus.com/firm/deluca-financial-planning-paoli-pa-340286.md)) | 340286 | Paoli, PA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Dewitt Capital Management](https://advisorcensus.com/firm/dewitt-capital-management-collegeville-pa-108232) ([md](https://advisorcensus.com/firm/dewitt-capital-management-collegeville-pa-108232.md)) | 108232 | Collegeville, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Other |
| [Diversified Human Solutions](https://advisorcensus.com/firm/diversified-human-solutions-philadelphia-pa-167854) ([md](https://advisorcensus.com/firm/diversified-human-solutions-philadelphia-pa-167854.md)) | 167854 | Philadelphia, PA | State-registered investment adviser | Under $25 million | 12 | % of assets, Fixed fee |
| [Diversified, LLC](https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709) ([md](https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709.md)) | 331709 | Wilmington, DE | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee, Other |
| [Donald W. Nicholson & Associates Ltd](https://advisorcensus.com/firm/donald-w-nicholson-and-associates-ltd-wilmington-de-107054) ([md](https://advisorcensus.com/firm/donald-w-nicholson-and-associates-ltd-wilmington-de-107054.md)) | 107054 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee |
| [DS Financial Strategies, LLC](https://advisorcensus.com/firm/ds-financial-strategies-llc-king-of-prussia-pa-340885) ([md](https://advisorcensus.com/firm/ds-financial-strategies-llc-king-of-prussia-pa-340885.md)) | 340885 | King of Prussia, PA | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee, Other |
| [DST Sherpa](https://advisorcensus.com/firm/dst-sherpa-ardmore-pa-334922) ([md](https://advisorcensus.com/firm/dst-sherpa-ardmore-pa-334922.md)) | 334922 | Ardmore, PA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [DT Investment Partners, LLC](https://advisorcensus.com/firm/dt-investment-partners-llc-chadds-ford-pa-157646) ([md](https://advisorcensus.com/firm/dt-investment-partners-llc-chadds-ford-pa-157646.md)) | 157646 | Chadds Ford, PA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Fixed fee |
| [Ducharme Wealth Advisors, LLC](https://advisorcensus.com/firm/ducharme-wealth-advisors-llc-jenkintown-pa-324659) ([md](https://advisorcensus.com/firm/ducharme-wealth-advisors-llc-jenkintown-pa-324659.md)) | 324659 | Jenkintown, PA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [EAB Investment Group, LLC](https://advisorcensus.com/firm/eab-investment-group-llc-bala-cynwyd-pa-165865) ([md](https://advisorcensus.com/firm/eab-investment-group-llc-bala-cynwyd-pa-165865.md)) | 165865 | Bala Cynwyd, PA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Philadelphia, PA?**
AdvisorCensus lists 711 investment advisory firms with a principal office in the Philadelphia metro area, from Form ADV filings as of October 2026: 410 SEC-registered, 190 state-registered, and 111 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Philadelphia, PA?**
161 of the 711 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.

**How many financial advisors in Philadelphia, PA offer financial planning?**
353 of the 600 firms in Philadelphia, PA 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.

**Are the financial advisors in Philadelphia, PA fiduciaries?**
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 161 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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- [Financial advisors in Lancaster](https://advisorcensus.com/advisors/pa/lancaster) (https://advisorcensus.com/advisors/pa/lancaster.md)
- [Financial advisors in Allentown](https://advisorcensus.com/advisors/pa/allentown) (https://advisorcensus.com/advisors/pa/allentown.md)
- [Financial advisors in Harrisburg](https://advisorcensus.com/advisors/pa/harrisburg) (https://advisorcensus.com/advisors/pa/harrisburg.md)
- [Financial advisors in Scranton](https://advisorcensus.com/advisors/pa/scranton) (https://advisorcensus.com/advisors/pa/scranton.md)
- [Financial advisors in Reading](https://advisorcensus.com/advisors/pa/reading) (https://advisorcensus.com/advisors/pa/reading.md)
- [Financial advisors in Erie](https://advisorcensus.com/advisors/pa/erie) (https://advisorcensus.com/advisors/pa/erie.md)
- [Financial advisors in York](https://advisorcensus.com/advisors/pa/york) (https://advisorcensus.com/advisors/pa/york.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Philadelphia, PA: 329 firms from Form ADV filings as of October 2026.