CFP financial advisors in Delaware
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Nicholas Shevland Breakwater Wealth Management, Millville Holds the CFP and CFA. Fees on file: percentage of assets.
- Nandita Das Insight Financial Strategists, Newark Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Richard Jakotowicz Benchmark Financial, Wilmington Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Scott Snyder N1 Advisors, Newark Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Michael Staman Delaware Financial Planning, Newark Holds the CFP. Fees on file: subscription, one-time planning fee.
- Kevin Lam Age Wisely Financial, Wilmington Holds the CFP. Fees on file: one-time planning fee.
By the numbers
- Advisors listed
- 41
- Firms
- 28
- Cities
- 9
- Hold the CFP
- 100%
- Other credentials: CFA 12% · ChFC 12%
- How they charge (of 40 with fees on file): percentage of assets 83% · hourly 80% · fixed fees 78% · one-time planning fee 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
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.
All 41 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Michael Staman Ongoing or project-based planning for mid- to late-career corporate and nonprofit professionals, with flat pricing and simple, low-cost investing. | Delaware Financial Planning | Newark | AWMA, CAP, CFP, MPAS | Subscription, One-time planning fee |
| Robert Jeter Modern Tax & Retirement Expertise | Back Bay Financial Planning & Investments | Bethany Beach | CFP, CRPC | Percentage of assets, Flat fee or retainer |
| George Reilly | Safe Harbor Financial Advisors, LLC | Rehoboth Beach | CFP, JD, LLM | One-time planning fee, Hourly |
| Mike Staman | Delaware Financial Planning, LLC | Newark | CFP, CAP, TPCP | Flat fee or retainer, Ongoing planning fee |
| Kevin Lam Retirement income, health, safety and legacy planning for seniors age 60 and up, from a planner in his 60s. | Age Wisely Financial | Wilmington | CFP | One-time planning fee |
| John Melasecca | Clariti Wealth Advisors | Wilmington | CFP | Percentage of assets |
| Kevin O'Hanlon | Rockford Financial Planning LLC | Wilmington | CFP | Percentage of assets, Hourly |
| Steven Calio | CSG Financial | Dover | CFP | Percentage of assets, Fixed fees |
| Brian Carney | RiversEdge Advisors | Wilmington | CFP, ChFC | Percentage of assets, Hourly |
| Jarrett Morris | RiversEdge Advisors | Wilmington | CFP, ChFC | Percentage of assets, Hourly |
| Kay Kidwell | RiversEdge Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Mark Eggleston | RiversEdge Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Debora May | Councilor | Fenwick Island | CFP | Percentage of assets, Hourly |
| Abigail McCloskey | Affinity Wealth Management | Wilmington | CFP | Percentage of assets, Hourly |
| Brian Thomson | Affinity Wealth Management | Wilmington | CFP | Percentage of assets, Hourly |
| Caitlyn Tierney | Westover Capital Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Cheryl Starr | Affinity Wealth Management | Wilmington | CFP | Percentage of assets, Hourly |
| James Hall | Affinity Wealth Management | Wilmington | CFP | Percentage of assets, Hourly |
| James Lee | StratFI | Wilmington | CFP | Percentage of assets, Hourly |
| James Nelson | Affinity Wealth Management | Wilmington | CFP | Percentage of assets, Hourly |
| Michael Sicuranza | Affinity Wealth Management | Wilmington | CFP | Percentage of assets, Hourly |
| Stephen Crifasi | Westover Capital Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Stephen Hyde | HFM Investment Advisors | Newark | CFP | Percentage of assets, Hourly |
| Beth Moore | Wealth Wise Planning LLC | Wilmington | CFP | Hourly, Fixed fees |
| Kirsten Lopez | Metz Capital Management | Lewes | CFP | Ongoing planning fee |
| Nicholas Shevland | Breakwater Wealth Management | Millville | CFP, CFA | Percentage of assets |
| Rich Jakotowicz Jr. | Benchmark Financial, LLC | Wilmington | CFP, CFA, MSFP | Not listed |
| Burwell Hutchinson | Foundation Wealth Management | Wilmington | CFP | Percentage of assets, Fixed fees |
| Connor Matheny | Rockford Financial Planning | Wilmington | CFP | Percentage of assets, Hourly |
| Donald Nicholson | Donald W. Nicholson & Associates | Wilmington | CFP | Percentage of assets, Hourly |
| John Garner | Black Arrow Capital | Newark | CFP, ChFC | Percentage of assets, Hourly |
| Joseph Baker | Ballast Financial Advisors | Georgetown | CFP | Percentage of assets, Hourly |
| Nandita Das | Insight Financial Strategists | Newark | CFP, CFA | Percentage of assets, Hourly |
| Patrick Rogan | Black Arrow Capital | Newark | CFP | Percentage of assets, Hourly |
| Ravi Dattani | Clariti Wealth Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Richard Jakotowicz | Benchmark Financial | Wilmington | CFP, CFA | Percentage of assets, Hourly |
| Ryan Cross | Clariti Wealth Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Samuel Lewis | SJL Financial | Wilmington | CFP, ChFC | Hourly, Fixed fees |
| Scott Snyder | N1 Advisors | Newark | CFP, CFA | Percentage of assets, Fixed fees |
| Shane Galante | CSG Financial | Dover | CFP | Percentage of assets, Fixed fees |
| Todd Roselle | Blue Rock Financial Group | Rehoboth Beach | CFP, ChFC | Percentage of assets, Hourly |
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