Firm
Age Wisely Financial
Wilmington, Delaware
Fee-only
Age Wisely Financial at a glance
- One of 32 fee-only firms based in Delaware in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 16 individual clients, 8 of them high net worth.
Facts
| Based in | Wilmington, Delaware |
|---|---|
| Website | agewiselyfinancial.com |
| [email protected] | |
| Phone | (977) 081-3432 |
Age Wisely Financial fees
Age Wisely Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 8 |
| High-net-worth clients | 8 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 331644 |