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Advisors for $500,000 to $1 million in Delaware

How do I find fee-only advisors for $500,000 to $1 million in Delaware?

In Delaware, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Scott Snyder of N1 Advisors, John Melasecca of Clariti Wealth Advisors and Brian Carney of RiversEdge Advisors.

Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Scott Snyder N1 Advisors, Newark Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
  • John Melasecca Clariti Wealth Advisors, Wilmington Holds the CFP. Fees on file: percentage of assets.
  • Brian Carney RiversEdge Advisors, Wilmington Holds the CFP. Fees on file: percentage of assets, hourly.
  • Stephen Crifasi Westover Capital Advisors, Wilmington Holds the CFP. Fees on file: percentage of assets, hourly.
  • Theodore Poppe Grey Fox Wealth Advisors, Rockland Holds the CFA. Fees on file: percentage of assets, fixed fees.
  • Stephen Hyde HFM Investment Advisors, Newark Holds the CFP. Fees on file: percentage of assets, hourly.

By the numbers

Advisors listed
40
Firms
8
Cities
4
Hold the CFP
33%
  • Other credentials: CFA 10% · ChFC 5%
  • How they charge (of 40 with fees on file): percentage of assets 100% · fixed fees 98% · hourly 60%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors for $500,000 to $1 million by state

Questions about advisors for $500,000 to $1 million

How many fee-only advisors for $500,000 to $1 million in Delaware are there?

The Wellspent public graph lists 40 fee-only advisors for $500,000 to $1 million in Delaware, at 8 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.

Where are fee-only advisors for $500,000 to $1 million in Delaware located?

Of the 40 fee-only advisors for $500,000 to $1 million in Delaware, 23 are in Wilmington, followed by 10 in Rockland and 6 in Newark.

How do fee-only advisors for $500,000 to $1 million in Delaware charge?

All 40 fee-only advisors for $500,000 to $1 million in Delaware with fees on file charge a percentage of assets. Many use more than one: 98% charge fixed fees and 60% charge by the hour.

How many fee-only advisors for $500,000 to $1 million in Delaware hold the CFP?

33% of the 40 fee-only advisors for $500,000 to $1 million in Delaware hold the CFP certification, based on the credentials listed on each record.

How does Wellspent decide who counts as fee-only advisors for $500,000 to $1 million?

We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.

What should I ask fee-only advisors for $500,000 to $1 million in Delaware?

What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?

How current is this list of fee-only advisors for $500,000 to $1 million 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 40 advisors

Advisors for $500,000 to $1 million in Delaware: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
John Melasecca Clariti Wealth Advisors Wilmington CFP Percentage of assets
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
Caitlyn Tierney Westover Capital Advisors Wilmington CFP Percentage of assets, Hourly
Lauren Mance RiversEdge Advisors Wilmington CFA Percentage of assets, Hourly
Stephen Crifasi Westover Capital Advisors Wilmington CFP Percentage of assets, Hourly
Erin Eliason RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Harold Sawyer Westover Capital Advisors Wilmington CFA Percentage of assets, Hourly
Jaime Cutter RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Katherine Davis RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Marisa Facciolo RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Stephen Hyde HFM Investment Advisors Newark CFP Percentage of assets, Hourly
Steven Hutchison RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Dennis Perdue Westover Capital Advisors Wilmington Not listed Percentage of assets, Hourly
Harold Sawyer, Jr. Westover Capital Advisors Wilmington Not listed Percentage of assets, Hourly
Matthew Beardwood Westover Capital Advisors Wilmington Not listed Percentage of assets, Hourly
Theodore Poppe Grey Fox Wealth Advisors Rockland CFA Percentage of assets, Fixed fees
Michael Pallozzi HFM Investment Advisors Newark Not listed Percentage of assets, Hourly
Aidan Neuberger Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Bryce Cleveland Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Daniel McGlinn Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Ellen Powers Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Hannah Marin Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Hans Lauzen Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Kevin Dombrowski Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Ryan Bonner Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Theodore Lauzen Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Burwell Hutchinson Foundation Wealth Management Wilmington CFP Percentage of assets, Fixed fees
Ravi Dattani Clariti Wealth Advisors Wilmington CFP Percentage of assets, Hourly
Ryan Cross Clariti Wealth Advisors Wilmington CFP Percentage of assets, Hourly
Scott Snyder N1 Advisors Newark CFP, CFA Percentage of assets, Fixed fees
Eric Pressler N1 Advisors Newark Not listed Percentage of assets, Fixed fees
Ethan Whittaker Clariti Wealth Advisors Wilmington Not listed Percentage of assets, Hourly
Gerald Snyder Clariti Wealth Advisors Wilmington Not listed Percentage of assets, Hourly
Karen Malchione Clariti Wealth Advisors Wilmington Not listed Percentage of assets, Hourly
Robert Rodriguez Maldonado N1 Advisors Newark Not listed Percentage of assets, Fixed fees
Ryan Gwinn N1 Advisors Newark Not listed Percentage of assets, Fixed fees

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