Hourly financial advisors in Delaware
How do I find fee-only advisors who charge by the hour in Delaware?
In Delaware, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Nandita Das of Insight Financial Strategists, Richard Jakotowicz of Benchmark Financial and James Lee of StratFI.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- 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.
- James Lee StratFI, Wilmington Holds the CFP. Fees on file: percentage of assets, hourly.
- Jeffrey Kaczmarczyk TriState Wealth Advisors, Newark Holds the CFA. Fees on file: percentage of assets, ongoing planning fee.
- Michael Staman Delaware Financial Planning, Newark Holds the CFP. Fees on file: subscription, one-time planning fee.
- Kevin Lam Age Wisely Financial, Wilmington Holds the CFP. Fees on file: one-time planning fee.
By the numbers
- Advisors listed
- 67
- Firms
- 31
- Cities
- 9
- Hold the CFP
- 52%
- Other credentials: CFA 10% · ChFC 7%
- How they charge (of 67 with fees on file): hourly 93% · percentage of assets 88% · fixed fees 76% · one-time planning fee 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Delaware are there?
The Wellspent public graph lists 67 fee-only advisors who charge by the hour in Delaware, at 31 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge by the hour in Delaware located?
Of the 67 fee-only advisors who charge by the hour in Delaware, 46 are in Wilmington, followed by 9 in Newark and 3 in Rehoboth Beach.
How do fee-only advisors who charge by the hour in Delaware charge?
The most common fee among fee-only advisors who charge by the hour in Delaware is an hourly rate, used by 93% of the 67 with fees on file. Many use more than one: 88% charge a percentage of assets and 76% charge fixed fees.
How many fee-only advisors who charge by the hour in Delaware hold the CFP?
52% of the 67 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Delaware?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 67 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 |
| George Reilly | Safe Harbor Financial Advisors, LLC | Rehoboth Beach | CFP, JD, LLM | One-time planning fee, Hourly |
| 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 |
| 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 |
| Bradley Fine | Four Seasons Investment Management | Rehoboth Beach | Not listed | Hourly, Percentage of assets |
| 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 Lee | StratFI | 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 |
| Kirsten Lopez | Metz Capital Management | Lewes | CFP | Ongoing planning fee |
| 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 |
| Jaan Larkin | StratFI | 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 |
| Cassandra Gegenheimer | McKee Investment Planning | Wilmington | Not listed | Percentage of assets, Hourly |
| Michael Pallozzi | HFM Investment Advisors | Newark | 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 |
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