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Wellspent public graph/Locations/United States/Delaware
United States

Fee-only advisors in Delaware

Fee-only advisors in Wilmington, Newark and Rockland, plus 8 other cities.

By the numbers

The Wellspent public graph lists 93 fee-only financial advisors serving Delaware at 39 firms, most in Wilmington, Newark and Rockland. 44% hold the CFP certification. Of the 92 with fees on file, 91% charge percentage of assets.

Advisors listed
93
Firms
39
Cities
12
Hold the CFP
44%
  • Other credentials: CFA 12% · ChFC 5%
  • How they charge (of 92 with fees on file): percentage of assets 91% · fixed fees 77% · hourly 67% · one-time planning fee 7%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Delaware (93)

Fee-only advisors serving Delaware: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Michael Staman Ongoing or project-based planning for mid- to late-career corporate and nonprofit professionals, with flat pricing and simple, low-cost investing. Delaware Financial Planning Newark AWMA, CAP, CFP, MPAS Subscription, One-time planning fee
Robert Jeter Modern Tax & Retirement Expertise Back Bay Financial Planning & Investments Bethany Beach CFP, CRPC Percentage of assets, Flat fee or retainer
George Reilly Safe Harbor Financial Advisors, LLC Rehoboth Beach CFP, JD, LLM One-time planning fee, Hourly
Mike Staman Delaware Financial Planning, LLC Newark CFP, CAP, TPCP Flat fee or retainer, Ongoing planning fee
Kevin Lam Retirement income, health, safety and legacy planning for seniors age 60 and up, from a planner in his 60s. Age Wisely Financial Wilmington CFP One-time planning fee
John Melasecca Clariti Wealth Advisors Wilmington CFP Percentage of assets
Kevin O'Hanlon Rockford Financial Planning LLC Wilmington CFP Percentage of assets, Hourly
Steven Calio CSG Financial Dover CFP Percentage of assets, Fixed fees
Brian Carney RiversEdge Advisors Wilmington CFP, ChFC Percentage of assets, Hourly
Jarrett Morris RiversEdge Advisors Wilmington CFP, ChFC Percentage of assets, Hourly
Kay Kidwell RiversEdge Advisors Wilmington CFP Percentage of assets, Hourly
Mark Eggleston RiversEdge Advisors Wilmington CFP Percentage of assets, Hourly
Debora May Councilor Fenwick Island CFP Percentage of assets, Hourly
Abigail McCloskey Affinity Wealth Management Wilmington CFP Percentage of assets, Hourly
Bradley Fine Four Seasons Investment Management Rehoboth Beach Not listed Hourly, Percentage of assets
Brian Thomson Affinity Wealth Management Wilmington CFP Percentage of assets, Hourly
Caitlyn Tierney Westover Capital Advisors Wilmington CFP Percentage of assets, Hourly
Cheryl Starr Affinity Wealth Management Wilmington CFP Percentage of assets, Hourly
James Hall Affinity Wealth Management Wilmington CFP Percentage of assets, Hourly
James Lee StratFI Wilmington CFP Percentage of assets, Hourly
James Nelson Affinity Wealth Management Wilmington CFP Percentage of assets, Hourly
Lauren Mance RiversEdge Advisors Wilmington CFA Percentage of assets, Hourly
Michael Sicuranza Affinity Wealth Management Wilmington CFP Percentage of assets, Hourly
Stephen Crifasi Westover Capital Advisors Wilmington CFP Percentage of assets, Hourly
Robert Mitchell Concord Financial Group Wilmington CFA Percentage of assets, Hourly
Erin Eliason RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Harold Sawyer Westover Capital Advisors Wilmington CFA Percentage of assets, Hourly
Jaime Cutter RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Jeffrey Kaczmarczyk TriState Wealth Advisors Newark CFA Percentage of assets, Ongoing planning fee
Katherine Davis RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Marisa Facciolo RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Stephen Hyde HFM Investment Advisors Newark CFP Percentage of assets, Hourly
Steven Hutchison RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Anna Hibbitt B.I.G. Investment Services Dover Not listed Percentage of assets
Beth Moore Wealth Wise Planning LLC Wilmington CFP Hourly, Fixed fees
Daniel Venable B.I.G. Investment Services Dover Not listed Percentage of assets
David Boothe B.I.G. Investment Services Dover Not listed Percentage of assets
Kirsten Lopez Metz Capital Management Lewes CFP Ongoing planning fee
Nicholas Shevland Breakwater Wealth Management Millville CFP, CFA Percentage of assets
Rachel Benton B.I.G. Investment Services Dover Not listed Percentage of assets
Rich Jakotowicz Jr. Benchmark Financial, LLC Wilmington CFP, CFA, MSFP Not listed
Dennis Perdue Westover Capital Advisors Wilmington Not listed Percentage of assets, Hourly
Donald Kalil Affinity Wealth Management Wilmington Not listed Percentage of assets, Hourly
Harold Sawyer, Jr. Westover Capital Advisors Wilmington Not listed Percentage of assets, Hourly
Jaan Larkin StratFI Wilmington Not listed Percentage of assets, Hourly
Matthew Beardwood Westover Capital Advisors Wilmington Not listed Percentage of assets, Hourly
Paul Maynor Onyx Bridge Wealth Group Dover Not listed Percentage of assets, Hourly
Tristan Pantano Affinity Wealth Management Wilmington Not listed Percentage of assets, Hourly
Theodore Poppe Grey Fox Wealth Advisors Rockland CFA Percentage of assets, Fixed fees
Cassandra Gegenheimer McKee Investment Planning Wilmington Not listed Percentage of assets, Hourly

Firms headquartered in Delaware (32)