Delaware Financial Planning, LLC
Newark, Delaware
Delaware Financial Planning, LLC 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 66 individual clients, 54 of them high net worth.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Newark, Delaware |
|---|---|
| Website | delawarefinancialplanner.com |
| [email protected] | |
| Phone | (676) 854-9721 |
Questions about Delaware Financial Planning, LLC
How much does Delaware Financial Planning, LLC charge?
Delaware Financial Planning, LLC publishes these prices: ongoing planning: from $5,400 a year; one-time plan: from $4,000; hourly: $450 an hour. We found this on its website, checked October 28, 2026.
How is Delaware Financial Planning, LLC paid?
Delaware Financial Planning, LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Delaware Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Delaware Financial Planning, LLC.
What does Delaware Financial Planning, LLC specialize in?
Delaware Financial Planning, LLC's advisors and website list flat-fee planning, retirement planning and tax planning.
Is Delaware Financial Planning, LLC accepting new clients?
Yes, according to Delaware Financial Planning, LLC's website, checked October 28, 2026.
Does Delaware Financial Planning, LLC work with clients virtually?
Yes. Delaware Financial Planning, LLC's website says it works with clients virtually.
Delaware Financial Planning, LLC 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.
| Ongoing planning | From $5,400 a year |
|---|---|
| One-time plan | From $4,000 |
| Hourly | $450 an hour |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"$6,600 per year in most cases (billed monthly), but can range from $5,400-$9,000 depending on complexity." source
"Comprehensive plan: $5,000-$6,500 for most, but can range from $4,000-$8,000 depending on scope and complexity." source
"Billed hourly ($450/hour)." source
"100% flat-fee financial planning means you pay one set fee for financial advice and services." 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 12 |
| High-net-worth clients | 54 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | August 17, 2026 |
| SEC record | CRD 324394 |