# Advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. 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/financial-advisors-under-500k/delaware/ 45 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 for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. 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 for under $500,000 in Delaware are there? The Wellspent public graph lists 45 fee-only advisors for under $500,000 in Delaware, at 23 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000. ## Where are fee-only advisors for under $500,000 in Delaware located? Of the 45 fee-only advisors for under $500,000 in Delaware, 21 are in Wilmington, followed by 8 in Dover and 5 in Newark. ## How do fee-only advisors for under $500,000 in Delaware charge? The most common fee among fee-only advisors for under $500,000 in Delaware is a percentage of assets, used by 96% of the 45 with fees on file. Many use more than one: 71% charge by the hour and 67% charge fixed fees. ## How many fee-only advisors for under $500,000 in Delaware hold the CFP? 47% of the 45 fee-only advisors for under $500,000 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 under $500,000? 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 under $500,000 in Delaware? Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client? ## How current is this list of fee-only advisors for under $500,000 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 | |---|---|---|---|---| | [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 | | [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 | | [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 | | [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 | | [Robert Mitchell](https://find.wellspent.co/advisors/robert-mitchell-6609984.md) | Concord Financial Group | Wilmington, Delaware | CFA | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Kaczmarczyk](https://find.wellspent.co/advisors/jeffrey-kaczmarczyk.md) | TriState Wealth Advisors | Newark, Delaware | CFA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Anna Hibbitt](https://find.wellspent.co/advisors/anna-hibbitt.md) | B.I.G. Investment Services | Dover, Delaware | | Percentage of assets | | [Daniel Venable](https://find.wellspent.co/advisors/daniel-venable.md) | B.I.G. Investment Services | Dover, Delaware | | Percentage of assets | | [David Boothe](https://find.wellspent.co/advisors/david-boothe.md) | B.I.G. Investment Services | Dover, Delaware | | Percentage of assets | | [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 | | [Rachel Benton](https://find.wellspent.co/advisors/rachel-benton.md) | B.I.G. Investment Services | Dover, Delaware | | Percentage of assets | | [Donald Kalil](https://find.wellspent.co/advisors/donald-kalil.md) | Affinity Wealth Management | Wilmington, Delaware | | Percentage of assets, Hourly, Fixed fees | | [Jaan Larkin](https://find.wellspent.co/advisors/jaan-larkin.md) | StratFI | Wilmington, Delaware | | Percentage of assets, Hourly | | [Paul Maynor](https://find.wellspent.co/advisors/paul-maynor.md) | Onyx Bridge Wealth Group | Dover, Delaware | | Percentage of assets, Hourly, Fixed fees | | [Tristan Pantano](https://find.wellspent.co/advisors/tristan-pantano.md) | Affinity Wealth Management | Wilmington, Delaware | | Percentage of assets, Hourly, Fixed fees | | [Cassandra Gegenheimer](https://find.wellspent.co/advisors/cassandra-gegenheimer.md) | McKee Investment Planning | Wilmington, Delaware | | Percentage of assets, Hourly | | [Andrew Metz](https://find.wellspent.co/advisors/andrew-metz.md) | Metz Capital Management | Lewes, Delaware | | Ongoing planning fee | | [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 | | [Richard Jakotowicz](https://find.wellspent.co/advisors/richard-jakotowicz.md) | Benchmark Financial | Wilmington, Delaware | CFP, CFA | Percentage of assets, Hourly, 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 | | [Ian Pass](https://find.wellspent.co/advisors/ian-pass.md) | Benchmark Financial | Wilmington, Delaware | CFA | Percentage of assets, Hourly, Fixed fees | | [Paul Jones](https://find.wellspent.co/advisors/paul-jones.md) | Great Ocean Road Financial | Lewes, Delaware | PFS | Percentage of assets, Hourly | | [Antonios Kypreos](https://find.wellspent.co/advisors/antonios-kypreos.md) | Axion Financial Group | Bethany Beach, Delaware | | Percentage of assets, Fixed fees | | [Bruce Kramer](https://find.wellspent.co/advisors/bruce-kramer.md) | Greenwich Financial Advisors | Millsboro, Delaware | | Percentage of assets, Hourly | | [Caleb Ray](https://find.wellspent.co/advisors/caleb-ray.md) | Benchmark Financial | Wilmington, Delaware | | Percentage of assets, Hourly, Fixed fees | | [Donald Nicholson](https://find.wellspent.co/advisors/donald-nicholson-1024239.md) | Donald W. Nicholson & Associates | Wilmington , Delaware | | Percentage of assets, Hourly, Fixed fees | | [Jacob Weaver](https://find.wellspent.co/advisors/jacob-weaver.md) | Benchmark Financial | Wilmington, Delaware | | Percentage of assets, Hourly, Fixed fees | | [John Farrell](https://find.wellspent.co/advisors/john-farrell.md) | Greenwich Financial Advisors | Millsboro, Delaware | | Percentage of assets, Hourly | | [Neoklis Kypreos](https://find.wellspent.co/advisors/neoklis-kypreos.md) | Axion Financial Group | Bethany Beach, Delaware | | Percentage of assets, Fixed fees | | [Paul Kohn](https://find.wellspent.co/advisors/paul-kohn.md) | Investment Advisor Group | Newark, Delaware | | Percentage of assets, Hourly, Fixed fees | | [Thomas Caffrey](https://find.wellspent.co/advisors/thomas-caffrey.md) | Donald W. Nicholson & Associates | Wilmington, Delaware | | Percentage of assets, Hourly, Fixed fees | | [Zachary Stone](https://find.wellspent.co/advisors/zachary-stone-7159317.md) | CSG Financial | Dover, Delaware | | Percentage of assets, 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).