# Jesse D'Elia

> Jesse D'Elia is a fee-only financial advisor at Attleboro Wealth Management in Yardley, Pennsylvania, who holds the CFP credential. Jesse focuses on retirement planning and tax planning. Attleboro Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jesse-d-elia/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Attleboro Wealth Management
- **Based in:** Yardley, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $129.3M across 628 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6279918 (https://adviserinfo.sec.gov/individual/summary/6279918)
- **SEC registration:** Investment adviser representative in NJ, PA, TX
- **Exams passed:** Series 63 (2014)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://attleborowealth.com

## Frequently asked questions

### Is Jesse D'Elia a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jesse holds no broker registration, and Attleboro Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jesse charge for financial advice?

Jesse's firm, Attleboro Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jesse D'Elia based?

Jesse D'Elia is based in Yardley, Pennsylvania.

### What does Jesse specialize in?

Jesse's specialties include retirement planning and tax planning. Jesse works with retirees and pre-retirees.

### What credentials does Jesse D'Elia hold?

Jesse D'Elia holds the CFP credential.

### Is Jesse D'Elia registered with the SEC?

Yes. Jesse D'Elia is registered as an investment adviser representative in NJ, PA and TX (CRD 6279918), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Attleboro Wealth Management manage?

Attleboro Wealth Management reports $129.3M across 628 accounts in assets under management.

### How do I contact Jesse D'Elia?

Through Jesse's website, attleborowealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6279918): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.attleborowealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.