Back Bay Financial Planning & Investments
Bethany Beach, Delaware
Back Bay Financial Planning & Investments at a glance
- One of 32 fee-only firms based in Delaware in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 94 individual clients, 41 of them high net worth.
- Its average account is about $421,000 (assets it manages divided by its 286 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Bethany Beach, Delaware |
|---|---|
| Website | backbayfp.com |
| [email protected] | |
| Phone | (302) 316-1820 |
Questions about Back Bay Financial Planning & Investments
How much does Back Bay Financial Planning & Investments charge?
Back Bay Financial Planning & Investments publishes these prices: hourly: $400 an hour. We found this on its website, checked October 28, 2026.
How is Back Bay Financial Planning & Investments paid?
Back Bay Financial Planning & Investments's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Back Bay Financial Planning & Investments have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Back Bay Financial Planning & Investments, and 2 hold the CFP.
What is the average account at Back Bay Financial Planning & Investments?
Back Bay Financial Planning & Investments's average account is about $421,000. That's the assets on its Form ADV divided by its 286 accounts.
What does Back Bay Financial Planning & Investments specialize in?
Back Bay Financial Planning & Investments's advisors and website list retirement planning, tax planning, family wealth transfer and pension planning.
Is Back Bay Financial Planning & Investments accepting new clients?
Yes, according to Back Bay Financial Planning & Investments's website, checked October 28, 2026.
Back Bay Financial Planning & Investments fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $400 an hour |
|---|---|
| How it charges | Hourly · One-time plans or projects |
In the firm's words
"With flexible support at $400 per hour" source
"Projects are quoted individually and paid half in advance and half upon completion." source
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 | $120 million |
| Individual clients | 53 |
| High-net-worth clients | 41 |
| Accounts managed | 286 |
| Employees | 4 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-137070) |
| Financial planning | Offered |
| Form ADV filed | October 8, 2026 |
| SEC record | CRD 335236 |
Advisors at this firm (2)
Other fee-only firms in Delaware
- Benchmark Financial · Wilmington
- Benchmark Financial, LLC · Wilmington
- Black Arrow Capital · Newark
- Blue Rock Financial Group · Rehoboth Beach
- Breakwater Wealth Management · Millville
- Clariti Wealth Advisors · Wilmington
- CSG Financial · Dover
- Delaware Financial Planning · Newark