Firm
StratFI
Wilmington, Delaware
Fee-only
StratFI at a glance
- One of 32 fee-only firms based in Delaware in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 87 individual clients, 46 of them high net worth.
- Its average account is about $402,000 (assets it manages divided by its 286 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Wilmington, Delaware |
|---|---|
| Website | stratfi.com |
| Phone | (302) 884-6742 |
StratFI fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $400 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"Our hourly consulting clients pay a rate of $400 per hour" source
"1.00% for the first $2 million" source
"we work with clients starting at $500,000 in investable assets" source
"Our hourly consulting clients pay a rate of $400 per hour" 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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $115 million |
| Individual clients | 41 |
| High-net-worth clients | 46 |
| Accounts managed | 286 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-134073) |
| Financial planning | Offered |
| Form ADV filed | August 27, 2026 |
| SEC record | CRD 164744 |