Fee-only financial advisors in Wilmington, Delaware
Which fee-only financial advisor should I talk to in Wilmington?
Start with a fee-only advisor in Wilmington whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Richard Jakotowicz of Benchmark Financial, James Lee of StratFI and John Melasecca of Clariti Wealth Advisors, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Richard Jakotowicz Benchmark Financial Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- James Lee StratFI Holds the CFP. Fees on file: percentage of assets, hourly.
- John Melasecca Clariti Wealth Advisors Holds the CFP. Fees on file: percentage of assets.
- Kevin Lam Age Wisely Financial Holds the CFP. Fees on file: one-time planning fee.
- Samuel Lewis SJL Financial Holds the CFP. Fees on file: hourly, fixed fees.
- Mark Eggleston RiversEdge Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 48
- Firms
- 16
- Hold the CFP
- 52%
- Other credentials: CFA 13% · ChFC 6%
- How they charge (of 47 with fees on file): percentage of assets 94% · hourly 94% · fixed fees 89% · one-time planning fee 2%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Wilmington by what you need
Find an advisor in Delaware by fee, assets, or credential
Questions about fee-only advisors in Wilmington
How many fee-only advisors in Wilmington are there?
The Wellspent public graph lists 48 fee-only advisors in Wilmington, at 16 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Wilmington focus on?
The most common focus among fee-only advisors in Wilmington is estate planning (26), followed by tax planning (25) and small business owners (21). Advisors can list more than one.
How do fee-only advisors in Wilmington charge?
The most common fee among fee-only advisors in Wilmington is a percentage of assets, used by 94% of the 47 with fees on file. Many use more than one: 94% charge by the hour and 89% charge fixed fees.
How many fee-only advisors in Wilmington hold the CFP?
52% of the 48 fee-only advisors in Wilmington hold the CFP certification, based on the credentials listed on each record.
Does Delaware tax income on top of federal tax?
Yes. Delaware has a state income tax, so a financial plan for a Delaware resident should project it alongside federal tax.
How current is this list of fee-only advisors in Wilmington?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 48 advisors in Wilmington
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| Abigail McCloskey | Affinity Wealth Management | Wilmington | CFP | Percentage of assets, Hourly |
| 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 |
| Katherine Davis | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Marisa Facciolo | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Steven Hutchison | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Beth Moore | Wealth Wise Planning LLC | Wilmington | CFP | Hourly, Fixed fees |
| 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 |
| Tristan Pantano | Affinity Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Cassandra Gegenheimer | McKee Investment Planning | Wilmington | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 |
| Ian Pass | Benchmark Financial | Wilmington | CFA | 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 |
| 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 |
| Karen Malchione | Clariti Wealth Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Thomas Caffrey | Donald W. Nicholson & Associates | Wilmington | Not listed | Percentage of assets, Hourly |
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