Firm
Affinity Wealth Management
Wilmington, Delaware
Fee-only
Affinity Wealth Management at a glance
- One of 32 fee-only firms based in Delaware in the Wellspent graph.
- 8 advisors are listed here; 6 of 8 hold the CFP.
- Its Form ADV reports 17 employees and 639 individual clients, 224 of them high net worth.
- Its average account is about $435,000 (assets it manages divided by its 2,004 accounts).
Facts
| Based in | Wilmington, Delaware |
|---|---|
| Website | affinitywealth.com |
| Phone | (302) 652-6767 |
Affinity Wealth Management fees
Affinity Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $873 million |
| Individual clients | 415 |
| High-net-worth clients | 224 |
| Accounts managed | 2,004 |
| Employees | 17 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-112231) |
| Financial planning | Offered |
| Form ADV filed | October 9, 2026 |
| SEC record | CRD 290735 |