Delphinus Financial Advisors, LLC
Mansfield, Massachusetts
Delphinus Financial Advisors, LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 90 individual clients, 64 of them high net worth.
- Its average account is about $441,000 (assets it manages divided by its 356 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Mansfield, Massachusetts |
|---|---|
| Website | delphinusfa.com |
| [email protected] | |
| Phone | (781) 780-2439 |
Questions about Delphinus Financial Advisors, LLC
How is Delphinus Financial Advisors, LLC paid?
Delphinus Financial Advisors, LLC's Form ADV says it is paid by: fixed fees.
How many advisors does Delphinus Financial Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Delphinus Financial Advisors, LLC, and 2 hold the CFP.
What is the average account at Delphinus Financial Advisors, LLC?
Delphinus Financial Advisors, LLC's average account is about $441,000. That's the assets on its Form ADV divided by its 356 accounts.
What does Delphinus Financial Advisors, LLC specialize in?
Delphinus Financial Advisors, LLC's advisors and website list tax planning.
Delphinus Financial Advisors, LLC fees
Delphinus Financial Advisors, LLC 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 | Fixed fees |
|---|---|
| Assets managed | $157 million |
| Individual clients | 26 |
| High-net-worth clients | 64 |
| Accounts managed | 356 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-129648) |
| Financial planning | Offered |
| Form ADV filed | January 26, 2026 |
| SEC record | CRD 152952 |