Firm
Delaware Financial Planning
Newark, Delaware
Fee-only
Delaware Financial Planning 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 | del-finplan.com |
| [email protected] | |
| Phone | (302) 464-8409 |
Delaware Financial Planning 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
"can range from $5,400-$9,000 depending on complexity." source
"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 |