Tristan Pantano
Affinity Wealth Management · Wilmington, Delaware
Tristan Pantano is a fee-only financial advisor at Affinity Wealth Management in Wilmington, Delaware. Tristan focuses on tax planning, estate & legacy planning and small business owners. Affinity Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Affinity Wealth Management |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $872.5M across 2,004 accounts |
| SEC registration | Investment adviser representative in DE · CRD 7948018 |
| Exams passed | Series 66 (2025) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.affinitywealth.com |
How Tristan's firm compares
- Affinity Wealth Management's average account is about $435,000, from its Form ADV (assets managed divided by 2,004 accounts).
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Questions about Tristan
Is Tristan Pantano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tristan holds no broker registration, and Affinity Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tristan charge for financial advice?
Tristan's firm, Affinity Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tristan Pantano based?
Tristan Pantano is based in Wilmington, Delaware.
What does Tristan specialize in?
Tristan's specialties include tax planning, estate & legacy planning and small business owners.
Is Tristan Pantano registered with the SEC?
Yes. Tristan Pantano is registered as an investment adviser representative in DE (CRD 7948018), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Affinity Wealth Management manage?
Affinity Wealth Management reports $872.5M across 2,004 accounts in assets under management.
How do I contact Tristan Pantano?
Through Tristan's website, www.affinitywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Affinity Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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