Firm
Greenwich Financial Advisors
Millsboro, Delaware
Fee-only
Greenwich Financial Advisors at a glance
- One of 32 fee-only firms based in Delaware in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 44 individual clients, 22 of them high net worth.
- Its average account is about $332,000 (assets it manages divided by its 104 accounts).
Facts
| Based in | Millsboro, Delaware |
|---|---|
| Phone | (203) 321-6627 |
Greenwich Financial Advisors fees
Greenwich Financial Advisors 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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $34 million |
| Individual clients | 22 |
| High-net-worth clients | 22 |
| Accounts managed | 104 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 8, 2026 |
| SEC record | CRD 155618 |