Advisors for under $500,000 in Delaware
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.
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.
- Kirsten Lopez Metz Capital Management, Lewes Holds the CFP. Fees on file: ongoing planning fee.
- James Lee StratFI, Wilmington Holds the CFP. Fees on file: percentage of assets, hourly.
- Robert Jeter Back Bay Financial Planning & Investments, Bethany Beach Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
By the numbers
- Advisors listed
- 45
- Firms
- 23
- Cities
- 9
- Hold the CFP
- 47%
- Other credentials: CFA 13% · ChFC 4%
- How they charge (of 45 with fees on file): percentage of assets 96% · hourly 71% · fixed fees 67% · ongoing planning fee 7%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
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.
All 45 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Robert Jeter Modern Tax & Retirement Expertise | Back Bay Financial Planning & Investments | Bethany Beach | CFP, CRPC | Percentage of assets, Flat fee or retainer |
| Kevin O'Hanlon | Rockford Financial Planning LLC | Wilmington | CFP | Percentage of assets, Hourly |
| Steven Calio | CSG Financial | Dover | CFP | Percentage of assets, Fixed fees |
| Abigail McCloskey | Affinity Wealth Management | Wilmington | CFP | Percentage of assets, Hourly |
| Brian Thomson | Affinity Wealth Management | 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 |
| Robert Mitchell | Concord Financial Group | Wilmington | CFA | Percentage of assets, Hourly |
| Jeffrey Kaczmarczyk | TriState Wealth Advisors | Newark | CFA | Percentage of assets, Ongoing planning fee |
| Anna Hibbitt | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Daniel Venable | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| David Boothe | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Kirsten Lopez | Metz Capital Management | Lewes | CFP | Ongoing planning fee |
| Nicholas Shevland | Breakwater Wealth Management | Millville | CFP, CFA | Percentage of assets |
| Rachel Benton | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Donald Kalil | Affinity Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Jaan Larkin | StratFI | Wilmington | Not listed | Percentage of assets, Hourly |
| Paul Maynor | Onyx Bridge Wealth Group | Dover | Not listed | Percentage of assets, Hourly |
| Tristan Pantano | Affinity Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Cassandra Gegenheimer | McKee Investment Planning | Wilmington | Not listed | Percentage of assets, Hourly |
| Andrew Metz | Metz Capital Management | Lewes | Not listed | Ongoing planning fee |
| 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 |
| Richard Jakotowicz | Benchmark Financial | Wilmington | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| Ian Pass | Benchmark Financial | Wilmington | CFA | Percentage of assets, Hourly |
| Paul Jones | Great Ocean Road Financial | Lewes | PFS | Percentage of assets, Hourly |
| Antonios Kypreos | Axion Financial Group | Bethany Beach | Not listed | Percentage of assets, Fixed fees |
| Bruce Kramer | Greenwich Financial Advisors | Millsboro | Not listed | Percentage of assets, Hourly |
| Caleb Ray | Benchmark Financial | Wilmington | Not listed | Percentage of assets, Hourly |
| Donald Nicholson | Donald W. Nicholson & Associates | Wilmington | Not listed | Percentage of assets, Hourly |
| Jacob Weaver | Benchmark Financial | Wilmington | Not listed | Percentage of assets, Hourly |
| John Farrell | Greenwich Financial Advisors | Millsboro | Not listed | Percentage of assets, Hourly |
| Neoklis Kypreos | Axion Financial Group | Bethany Beach | Not listed | Percentage of assets, Fixed fees |
| Paul Kohn | Investment Advisor Group | Newark | Not listed | Percentage of assets, Hourly |
| Thomas Caffrey | Donald W. Nicholson & Associates | Wilmington | Not listed | Percentage of assets, Hourly |
| Zachary Stone | CSG Financial | Dover | Not listed | Percentage of assets, Fixed fees |
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