Mike Staman
Delaware Financial Planning, LLC · Newark, Delaware
Mike Staman is a fee-only financial advisor at Delaware Financial Planning, LLC in Newark, Delaware, who holds the CFP, CAP and TPCP credentials. Mike charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $5,400 a year and one-time plans from $4,000) and focuses on flat-fee planning, retirement planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Delaware Financial Planning, LLC |
|---|---|
| Based in | Newark, Delaware |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $5,400 a year · One-time plans from $4,000 · $450 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP · CAP · TPCP |
| Firm size | 1 employee |
| Website | delawarefinancialplanner.com |
| Profile |
How Mike's firm compares
- Ongoing planning starts at $5,400 a year, above the US median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $4,000, above the US median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $450, above the US median of $300 for fee-only firms that publish prices.
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Questions about Mike
Is Mike Staman a fee-only financial advisor?
Yes. Mike Staman is listed in the XY Planning Network directory (XYPN members are fee-only).
How does Mike charge for financial advice?
Mike charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Mike charge?
According to Delaware Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $5,400 a year; one-time plans from $4,000; $450 an hour.
Does Mike work with clients virtually?
Yes. Delaware Financial Planning, LLC says on its website that it works with clients remotely.
Where is Mike Staman based?
Mike Staman is based in Newark, Delaware.
What does Mike specialize in?
Mike's specialties include flat-fee planning, retirement planning and tax planning. Mike works with pre-retirees.
What credentials does Mike Staman hold?
Mike Staman holds the CFP, CAP and TPCP credentials.
How do I contact Mike Staman?
Through Mike's website, delawarefinancialplanner.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Delaware Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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