Flat-fee financial advisors in Delaware
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.
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.
- 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.
- John Melasecca Clariti Wealth Advisors, Wilmington Holds the CFP. Fees on file: percentage of assets.
- Kevin Lam Age Wisely Financial, Wilmington Holds the CFP. Fees on file: one-time planning fee.
- Mike Staman Delaware Financial Planning, LLC, Newark Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 77
- Firms
- 29
- Cities
- 8
- Hold the CFP
- 47%
- Other credentials: CFA 12% · ChFC 6%
- How they charge (of 77 with fees on file): percentage of assets 94% · fixed fees 92% · hourly 70% · one-time planning fee 5%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
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.
All 77 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 |
| 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 Nelson | Affinity Wealth Management | Wilmington | CFP | Percentage of assets, Hourly |
| Lauren Mance | RiversEdge Advisors | Wilmington | CFA | 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 |
| Robert Mitchell | Concord Financial Group | Wilmington | CFA | 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 |
| Jeffrey Kaczmarczyk | TriState Wealth Advisors | Newark | CFA | Percentage of assets, Ongoing planning fee |
| 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 |
| Beth Moore | Wealth Wise Planning LLC | Wilmington | CFP | Hourly, Fixed fees |
| Dennis Perdue | Westover Capital Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Donald Kalil | Affinity Wealth Management | 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 |
| 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 |
| 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 |
| Connor Matheny | Rockford Financial Planning | Wilmington | CFP | Percentage of assets, Hourly |
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