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Safe Harbor Financial Advisors, LLC

Rehoboth Beach, Delaware

Fee-only

Safe Harbor Financial Advisors, 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 website says it's taking new clients.

Specialties Retirement planning · Tax planning · Pension planning

Works with Retirees · Pre-retirees

Fee-only advisors in Delaware

Facts

Based inRehoboth Beach, Delaware
Websitesafeharborfinancialadvisors.com
Email[email protected]
Phone(302) 313-6644

Questions about Safe Harbor Financial Advisors, LLC

How much does Safe Harbor Financial Advisors, LLC charge?

Safe Harbor Financial Advisors, LLC publishes these prices: one-time plan: from $1,000. We found this on its website, checked October 28, 2026.

How many advisors does Safe Harbor Financial Advisors, LLC have in the Wellspent public graph?

The Wellspent public graph lists 1 advisor at Safe Harbor Financial Advisors, LLC.

What does Safe Harbor Financial Advisors, LLC specialize in?

Safe Harbor Financial Advisors, LLC's advisors and website list retirement planning, tax planning and pension planning.

Is Safe Harbor Financial Advisors, LLC accepting new clients?

Yes, according to Safe Harbor Financial Advisors, LLC's website, checked October 28, 2026.

Safe Harbor Financial Advisors, 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.

One-time planFrom $1,000
How it chargesOne-time plans or projects · Hourly

In the firm's words

"Required Minimum Distribution (RMD) Planning [$1000]" source
"For new clients we typically engage for a project fee." source
"Safe Harbor can also provide services on an hourly fee basis in some cases." 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.

Advisors at this firm (1)

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Fee-only advisors in Delaware