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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 Pallozzi HFM Investment Advisors Newark Not listed Percentage of assets, Hourly
Aidan Neuberger Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Andrew Metz Metz Capital Management Lewes Not listed Ongoing planning fee
Bryce Cleveland Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Daniel McGlinn Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Ellen Powers Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Hannah Marin Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Hans Lauzen Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Kevin Dombrowski Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Ryan Bonner Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Theodore Lauzen Grey Fox Wealth Advisors Rockland Not listed Percentage of assets, Fixed fees
Burwell Hutchinson Foundation Wealth Management Wilmington CFP Percentage of assets, Fixed fees
Connor Matheny Rockford Financial Planning Wilmington CFP Percentage of assets, Hourly
Donald Nicholson Donald W. Nicholson & Associates Wilmington CFP Percentage of assets, Hourly
John Garner Black Arrow Capital Newark CFP, ChFC Percentage of assets, Hourly
Joseph Baker Ballast Financial Advisors Georgetown CFP Percentage of assets, Hourly
Nandita Das Insight Financial Strategists Newark CFP, CFA Percentage of assets, Hourly
Patrick Rogan Black Arrow Capital Newark CFP Percentage of assets, Hourly
Ravi Dattani Clariti Wealth Advisors Wilmington CFP Percentage of assets, Hourly
Richard Jakotowicz Benchmark Financial Wilmington CFP, CFA Percentage of assets, Hourly
Ryan Cross Clariti Wealth Advisors Wilmington CFP Percentage of assets, Hourly
Samuel Lewis SJL Financial Wilmington CFP, ChFC Hourly, Fixed fees
Scott Snyder N1 Advisors Newark CFP, CFA Percentage of assets, Fixed fees
Shane Galante CSG Financial Dover CFP Percentage of assets, Fixed fees
Todd Roselle Blue Rock Financial Group Rehoboth Beach CFP, ChFC Percentage of assets, Hourly
Ian Pass Benchmark Financial Wilmington CFA Percentage of assets, Hourly
Paul Jones Great Ocean Road Financial Lewes PFS Percentage of assets, Hourly
Antonios Kypreos Axion Financial Group Bethany Beach Not listed Percentage of assets, Fixed fees
Bruce Kramer Greenwich Financial Advisors Millsboro Not listed Percentage of assets, Hourly
Caleb Ray Benchmark Financial Wilmington Not listed Percentage of assets, Hourly
Donald Nicholson Donald W. Nicholson & Associates Wilmington Not listed Percentage of assets, Hourly
Eric Pressler N1 Advisors Newark Not listed Percentage of assets, Fixed fees
Ethan Whittaker Clariti Wealth Advisors Wilmington Not listed Percentage of assets, Hourly
Gerald Snyder Clariti Wealth Advisors Wilmington Not listed Percentage of assets, Hourly
Jacob Weaver Benchmark Financial Wilmington Not listed Percentage of assets, Hourly
John Farrell Greenwich Financial Advisors Millsboro Not listed Percentage of assets, Hourly
Karen Malchione Clariti Wealth Advisors Wilmington Not listed Percentage of assets, Hourly
Neoklis Kypreos Axion Financial Group Bethany Beach Not listed Percentage of assets, Fixed fees
Paul Kohn Investment Advisor Group Newark Not listed Percentage of assets, Hourly
Robert Rodriguez Maldonado N1 Advisors Newark Not listed Percentage of assets, Fixed fees
Ryan Gwinn N1 Advisors Newark Not listed Percentage of assets, Fixed fees
Thomas Caffrey Donald W. Nicholson & Associates Wilmington Not listed Percentage of assets, Hourly
Zachary Stone CSG Financial Dover Not listed Percentage of assets, Fixed fees

Firms headquartered in Delaware (32)