# CFP financial advisors in Delaware > In Delaware, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Nicholas Shevland of Breakwater Wealth Management, Nandita Das of Insight Financial Strategists and Richard Jakotowicz of Benchmark Financial. Page: https://find.wellspent.co/by/cfp-financial-advisors/delaware/ 41 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who hold the CFP in Delaware? In Delaware, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Nicholas Shevland of Breakwater Wealth Management, Nandita Das of Insight Financial Strategists and Richard Jakotowicz of Benchmark Financial. ## How many fee-only advisors who hold the CFP in Delaware are there? The Wellspent public graph lists 41 fee-only advisors who hold the CFP in Delaware, at 28 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who hold the CFP in Delaware located? Of the 41 fee-only advisors who hold the CFP in Delaware, 25 are in Wilmington, followed by 7 in Newark and 2 in Rehoboth Beach. ## How do fee-only advisors who hold the CFP in Delaware charge? The most common fee among fee-only advisors who hold the CFP in Delaware is a percentage of assets, used by 83% of the 40 with fees on file. Many use more than one: 80% charge by the hour and 78% charge fixed fees. ## How many fee-only advisors who hold the CFP in Delaware hold the CFP? 100% of the 41 fee-only advisors who hold the CFP in Delaware hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors who hold the CFP? We count an advisor here when their record lists the CFP. ## What should I ask fee-only advisors who hold the CFP in Delaware? How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge? ## How current is this list of fee-only advisors who hold the CFP in Delaware? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Michael Staman](https://find.wellspent.co/advisors/michael-staman.md) | Delaware Financial Planning | Newark, Delaware | AWMA, CAP, CFP, MPAS, MSPFP, TPCP | Subscription, One-time planning fee, Hourly | | [Robert Jeter](https://find.wellspent.co/advisors/robert-jeter.md) | Back Bay Financial Planning & Investments | Bethany Beach, Delaware | CFP, CRPC | Percentage of assets, Flat fee or retainer, Hourly | | [George Reilly](https://find.wellspent.co/advisors/george-reilly.md) | Safe Harbor Financial Advisors, LLC | Rehoboth Beach, Delaware | CFP, JD, LLM | One-time planning fee, Hourly | | [Mike Staman](https://find.wellspent.co/advisors/mike-staman.md) | Delaware Financial Planning, LLC | Newark, Delaware | CFP, CAP, TPCP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Kevin Lam](https://find.wellspent.co/advisors/kevin-lam.md) | Age Wisely Financial | Wilmington, Delaware | CFP | One-time planning fee | | [John Melasecca](https://find.wellspent.co/advisors/john-melasecca.md) | Clariti Wealth Advisors | Wilmington, Delaware | CFP | Percentage of assets | | [Kevin O'Hanlon](https://find.wellspent.co/advisors/kevin-ohanlon.md) | Rockford Financial Planning LLC | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Steven Calio](https://find.wellspent.co/advisors/steven-calio.md) | CSG Financial | Dover, Delaware | CFP | Percentage of assets, Fixed fees | | [Brian Carney](https://find.wellspent.co/advisors/brian-carney.md) | RiversEdge Advisors | Wilmington, Delaware | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Jarrett Morris](https://find.wellspent.co/advisors/jarrett-morris.md) | RiversEdge Advisors | Wilmington, Delaware | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Kay Kidwell](https://find.wellspent.co/advisors/kay-kidwell.md) | RiversEdge Advisors | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Eggleston](https://find.wellspent.co/advisors/mark-eggleston.md) | RiversEdge Advisors | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Debora May](https://find.wellspent.co/advisors/debora-may.md) | Councilor | Fenwick Island, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Abigail McCloskey](https://find.wellspent.co/advisors/abigail-mccloskey.md) | Affinity Wealth Management | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Thomson](https://find.wellspent.co/advisors/brian-thomson.md) | Affinity Wealth Management | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Caitlyn Tierney](https://find.wellspent.co/advisors/caitlyn-tierney.md) | Westover Capital Advisors | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Cheryl Starr](https://find.wellspent.co/advisors/cheryl-starr.md) | Affinity Wealth Management | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [James Hall](https://find.wellspent.co/advisors/james-hall.md) | Affinity Wealth Management | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [James Lee](https://find.wellspent.co/advisors/james-lee.md) | StratFI | Wilmington, Delaware | CFP | Percentage of assets, Hourly | | [James Nelson](https://find.wellspent.co/advisors/james-nelson.md) | Affinity Wealth Management | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Sicuranza](https://find.wellspent.co/advisors/michael-sicuranza.md) | Affinity Wealth Management | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Stephen Crifasi](https://find.wellspent.co/advisors/stephen-crifasi.md) | Westover Capital Advisors | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Stephen Hyde](https://find.wellspent.co/advisors/stephen-hyde.md) | HFM Investment Advisors | Newark, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Beth Moore](https://find.wellspent.co/advisors/beth-moore.md) | Wealth Wise Planning LLC | Wilmington, Delaware | CFP | Hourly, Fixed fees | | [Kirsten Lopez](https://find.wellspent.co/advisors/kirsten-lopez.md) | Metz Capital Management | Lewes, Delaware | CFP | Ongoing planning fee | | [Nicholas Shevland](https://find.wellspent.co/advisors/nicholas-shevland.md) | Breakwater Wealth Management | Millville, Delaware | CFP, CFA | Percentage of assets | | [Rich Jakotowicz Jr.](https://find.wellspent.co/advisors/rich-jakotowicz-jr.md) | Benchmark Financial, LLC | Wilmington, Delaware | CFP, CFA, MSFP | | | [Burwell Hutchinson](https://find.wellspent.co/advisors/burwell-hutchinson.md) | Foundation Wealth Management | Wilmington, Delaware | CFP | Percentage of assets, Fixed fees | | [Connor Matheny](https://find.wellspent.co/advisors/connor-matheny.md) | Rockford Financial Planning | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Donald Nicholson](https://find.wellspent.co/advisors/donald-nicholson.md) | Donald W. Nicholson & Associates | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [John Garner](https://find.wellspent.co/advisors/john-garner.md) | Black Arrow Capital | Newark, Delaware | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Joseph Baker](https://find.wellspent.co/advisors/joseph-baker-5739173.md) | Ballast Financial Advisors | Georgetown, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Nandita Das](https://find.wellspent.co/advisors/nandita-das.md) | Insight Financial Strategists | Newark, Delaware | CFP, CFA | Percentage of assets, Hourly, Subscription, Fixed fees | | [Patrick Rogan](https://find.wellspent.co/advisors/patrick-rogan.md) | Black Arrow Capital | Newark, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Ravi Dattani](https://find.wellspent.co/advisors/ravi-dattani.md) | Clariti Wealth Advisors | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Richard Jakotowicz](https://find.wellspent.co/advisors/richard-jakotowicz.md) | Benchmark Financial | Wilmington, Delaware | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Ryan Cross](https://find.wellspent.co/advisors/ryan-cross.md) | Clariti Wealth Advisors | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Samuel Lewis](https://find.wellspent.co/advisors/samuel-lewis.md) | SJL Financial | Wilmington, Delaware | CFP, ChFC | Hourly, Fixed fees | | [Scott Snyder](https://find.wellspent.co/advisors/scott-snyder.md) | N1 Advisors | Newark, Delaware | CFP, CFA | Percentage of assets, Fixed fees | | [Shane Galante](https://find.wellspent.co/advisors/shane-galante.md) | CSG Financial | Dover, Delaware | CFP | Percentage of assets, Fixed fees | | [Todd Roselle](https://find.wellspent.co/advisors/todd-roselle.md) | Blue Rock Financial Group | Rehoboth Beach, Delaware | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).