# Flat-fee financial advisors in Delaware

> In Delaware, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Scott Snyder of N1 Advisors, Nandita Das of Insight Financial Strategists and Richard Jakotowicz of Benchmark Financial.

Page: https://find.wellspent.co/by/flat-fee-financial-advisors/delaware/
77 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 charge flat or fixed fees in Delaware?

In Delaware, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Scott Snyder of N1 Advisors, Nandita Das of Insight Financial Strategists and Richard Jakotowicz of Benchmark Financial.

## How many fee-only advisors who charge flat or fixed fees in Delaware are there?

The Wellspent public graph lists 77 fee-only advisors who charge flat or fixed fees in Delaware, at 29 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who charge flat or fixed fees in Delaware located?

Of the 77 fee-only advisors who charge flat or fixed fees in Delaware, 44 are in Wilmington, followed by 13 in Newark and 10 in Rockland.

## How do fee-only advisors who charge flat or fixed fees in Delaware charge?

The most common fee among fee-only advisors who charge flat or fixed fees in Delaware is a percentage of assets, used by 94% of the 77 with fees on file. Many use more than one: 92% charge fixed fees and 70% charge by the hour.

## How many fee-only advisors who charge flat or fixed fees in Delaware hold the CFP?

47% of the 77 fee-only advisors who charge flat or fixed fees 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 charge flat or fixed fees?

We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.

## What should I ask fee-only advisors who charge flat or fixed fees in Delaware?

What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?

## How current is this list of fee-only advisors who charge flat or fixed fees 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 |
| [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 Nelson](https://find.wellspent.co/advisors/james-nelson.md) | Affinity Wealth Management | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees |
| [Lauren Mance](https://find.wellspent.co/advisors/lauren-mance.md) | RiversEdge Advisors | Wilmington, Delaware | CFA | 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 |
| [Robert Mitchell](https://find.wellspent.co/advisors/robert-mitchell-6609984.md) | Concord Financial Group | Wilmington, Delaware | CFA | Percentage of assets, Hourly, Fixed fees |
| [Erin Eliason](https://find.wellspent.co/advisors/erin-eliason.md) | RiversEdge Advisors | Wilmington, Delaware |   | Percentage of assets, Hourly, Fixed fees |
| [Harold Sawyer](https://find.wellspent.co/advisors/harold-sawyer.md) | Westover Capital Advisors | Wilmington, Delaware | CFA | Percentage of assets, Hourly, Fixed fees |
| [Jaime Cutter](https://find.wellspent.co/advisors/jaime-cutter.md) | RiversEdge Advisors | Wilmington, Delaware |   | 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 |
| [Katherine Davis](https://find.wellspent.co/advisors/katherine-davis.md) | RiversEdge Advisors | Wilmington, Delaware |   | Percentage of assets, Hourly, Fixed fees |
| [Marisa Facciolo](https://find.wellspent.co/advisors/marisa-facciolo.md) | RiversEdge Advisors | Wilmington, Delaware |   | 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 |
| [Steven Hutchison](https://find.wellspent.co/advisors/steven-hutchison.md) | RiversEdge Advisors | Wilmington, Delaware |   | 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 |
| [Dennis Perdue](https://find.wellspent.co/advisors/dennis-perdue.md) | Westover Capital Advisors | Wilmington, Delaware |   | Percentage of assets, Hourly, Fixed fees |
| [Donald Kalil](https://find.wellspent.co/advisors/donald-kalil.md) | Affinity Wealth Management | Wilmington, Delaware |   | Percentage of assets, Hourly, Fixed fees |
| [Harold Sawyer, Jr.](https://find.wellspent.co/advisors/harold-sawyer-jr.md) | Westover Capital Advisors | Wilmington, Delaware |   | Percentage of assets, Hourly, Fixed fees |
| [Matthew Beardwood](https://find.wellspent.co/advisors/matthew-beardwood.md) | Westover Capital Advisors | Wilmington, Delaware |   | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Theodore Poppe](https://find.wellspent.co/advisors/theodore-poppe.md) | Grey Fox Wealth Advisors | Rockland, Delaware | CFA | Percentage of assets, Fixed fees |
| [Michael Pallozzi](https://find.wellspent.co/advisors/michael-pallozzi.md) | HFM Investment Advisors | Newark, Delaware |   | Percentage of assets, Hourly, Fixed fees |
| [Aidan Neuberger](https://find.wellspent.co/advisors/aidan-neuberger.md) | Grey Fox Wealth Advisors | Rockland, Delaware |   | Percentage of assets, Fixed fees |
| [Bryce Cleveland](https://find.wellspent.co/advisors/bryce-cleveland.md) | Grey Fox Wealth Advisors | Rockland, Delaware |   | Percentage of assets, Fixed fees |
| [Daniel McGlinn](https://find.wellspent.co/advisors/daniel-mcglinn.md) | Grey Fox Wealth Advisors | Rockland, Delaware |   | Percentage of assets, Fixed fees |
| [Ellen Powers](https://find.wellspent.co/advisors/ellen-powers-1023784.md) | Grey Fox Wealth Advisors | Rockland, Delaware |   | Percentage of assets, Fixed fees |
| [Hannah Marin](https://find.wellspent.co/advisors/hannah-marin.md) | Grey Fox Wealth Advisors | Rockland, Delaware |   | Percentage of assets, Fixed fees |
| [Hans Lauzen](https://find.wellspent.co/advisors/hans-lauzen.md) | Grey Fox Wealth Advisors | Rockland, Delaware |   | Percentage of assets, Fixed fees |
| [Kevin Dombrowski](https://find.wellspent.co/advisors/kevin-dombrowski.md) | Grey Fox Wealth Advisors | Rockland, Delaware |   | Percentage of assets, Fixed fees |
| [Ryan Bonner](https://find.wellspent.co/advisors/ryan-bonner.md) | Grey Fox Wealth Advisors | Rockland, Delaware |   | Percentage of assets, Fixed fees |
| [Theodore Lauzen](https://find.wellspent.co/advisors/theodore-lauzen.md) | Grey Fox Wealth Advisors | Rockland, Delaware |   | Percentage of assets, Fixed fees |
| [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 |

Showing the first 50 of 77. The full list, page by page: https://find.wellspent.co/by/flat-fee-financial-advisors/delaware/?page=2

## 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).
