# Financial advisors for estate planning in Delaware > For estate planning in Delaware, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Kevin Lam of Age Wisely Financial, Michael Staman of Delaware Financial Planning and Mark Eggleston of RiversEdge Advisors. Page: https://find.wellspent.co/specialties/estate-planning/delaware/ 34 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Delaware? For estate planning in Delaware, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Kevin Lam of Age Wisely Financial, Michael Staman of Delaware Financial Planning and Mark Eggleston of RiversEdge Advisors. - [Kevin Lam](https://find.wellspent.co/advisors/kevin-lam/), Age Wisely Financial, Wilmington. Holds the CFP. Fees on file: one-time planning fee. - [Michael Staman](https://find.wellspent.co/advisors/michael-staman/), Delaware Financial Planning, Newark. Holds the CFP. Fees on file: subscription, one-time planning fee. - [Mark Eggleston](https://find.wellspent.co/advisors/mark-eggleston/), RiversEdge Advisors, Wilmington. Holds the CFP. Fees on file: percentage of assets, hourly. - [Brian Thomson](https://find.wellspent.co/advisors/brian-thomson/), Affinity Wealth Management, Wilmington. Holds the CFP. Fees on file: percentage of assets, hourly. - [Caitlyn Tierney](https://find.wellspent.co/advisors/caitlyn-tierney/), Westover Capital Advisors, Wilmington. Holds the CFP. Fees on file: percentage of assets, hourly. - [Debora May](https://find.wellspent.co/advisors/debora-may/), Councilor, Fenwick Island. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Delaware work on estate planning? The Wellspent public graph lists 34 fee-only advisors for estate planning in Delaware, at 10 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for estate planning in Delaware located? Of the 34 fee-only advisors for estate planning in Delaware, 26 are in Wilmington, followed by 5 in Dover and 1 in Newark. ## How do fee-only advisors for estate planning in Delaware charge? The most common fee among fee-only advisors for estate planning in Delaware is a percentage of assets, used by 94% of the 34 with fees on file. Many use more than one: 85% charge by the hour and 79% charge fixed fees. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP. In Delaware, 44% of the 34 advisors listed hold the CFP. - CFP (44% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do Delaware advisors for estate planning compare with the rest of the US? 85% of fee-only advisors for estate planning in Delaware charge by the hour, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Delaware have an estate or inheritance tax? No. Delaware has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## What should I ask a financial advisor about estate planning in Delaware? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for estate planning in Delaware? 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Michael Staman](https://find.wellspent.co/advisors/michael-staman.md) | Delaware Financial Planning | Newark, Delaware | AWMA, CAP, CFP, MPAS, MSPFP, TPCP | Subscription, One-time planning fee, Hourly | | [Kevin Lam](https://find.wellspent.co/advisors/kevin-lam.md) | Age Wisely Financial | Wilmington, Delaware | CFP | One-time planning fee | | [Brian Carney](https://find.wellspent.co/advisors/brian-carney.md) | RiversEdge Advisors | Wilmington, Delaware | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Jarrett Morris](https://find.wellspent.co/advisors/jarrett-morris.md) | RiversEdge Advisors | Wilmington, Delaware | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Kay Kidwell](https://find.wellspent.co/advisors/kay-kidwell.md) | RiversEdge Advisors | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Eggleston](https://find.wellspent.co/advisors/mark-eggleston.md) | RiversEdge Advisors | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Debora May](https://find.wellspent.co/advisors/debora-may.md) | Councilor | Fenwick Island, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Abigail McCloskey](https://find.wellspent.co/advisors/abigail-mccloskey.md) | Affinity Wealth Management | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Bradley Fine](https://find.wellspent.co/advisors/bradley-fine.md) | Four Seasons Investment Management | Rehoboth Beach, Delaware | | Hourly, Percentage of assets, One-time planning fee | | [Brian Thomson](https://find.wellspent.co/advisors/brian-thomson.md) | Affinity Wealth Management | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Caitlyn Tierney](https://find.wellspent.co/advisors/caitlyn-tierney.md) | Westover Capital Advisors | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Cheryl Starr](https://find.wellspent.co/advisors/cheryl-starr.md) | Affinity Wealth Management | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [James Hall](https://find.wellspent.co/advisors/james-hall.md) | Affinity Wealth Management | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [James Nelson](https://find.wellspent.co/advisors/james-nelson.md) | Affinity Wealth Management | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Lauren Mance](https://find.wellspent.co/advisors/lauren-mance.md) | RiversEdge Advisors | Wilmington, Delaware | CFA | Percentage of assets, Hourly, Fixed fees | | [Michael Sicuranza](https://find.wellspent.co/advisors/michael-sicuranza.md) | Affinity Wealth Management | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Stephen Crifasi](https://find.wellspent.co/advisors/stephen-crifasi.md) | Westover Capital Advisors | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Mitchell](https://find.wellspent.co/advisors/robert-mitchell-6609984.md) | Concord Financial Group | Wilmington, Delaware | CFA | Percentage of assets, Hourly, Fixed fees | | [Erin Eliason](https://find.wellspent.co/advisors/erin-eliason.md) | RiversEdge Advisors | Wilmington, Delaware | | Percentage of assets, Hourly, Fixed fees | | [Harold Sawyer](https://find.wellspent.co/advisors/harold-sawyer.md) | Westover Capital Advisors | Wilmington, Delaware | CFA | Percentage of assets, Hourly, Fixed fees | | [Jaime Cutter](https://find.wellspent.co/advisors/jaime-cutter.md) | RiversEdge Advisors | Wilmington, Delaware | | Percentage of assets, Hourly, Fixed fees | | [Katherine Davis](https://find.wellspent.co/advisors/katherine-davis.md) | RiversEdge Advisors | Wilmington, Delaware | | Percentage of assets, Hourly, Fixed fees | | [Marisa Facciolo](https://find.wellspent.co/advisors/marisa-facciolo.md) | RiversEdge Advisors | Wilmington, Delaware | | Percentage of assets, Hourly, Fixed fees | | [Steven Hutchison](https://find.wellspent.co/advisors/steven-hutchison.md) | RiversEdge Advisors | Wilmington, Delaware | | Percentage of assets, Hourly, Fixed fees | | [Anna Hibbitt](https://find.wellspent.co/advisors/anna-hibbitt.md) | B.I.G. Investment Services | Dover, Delaware | | Percentage of assets | | [Daniel Venable](https://find.wellspent.co/advisors/daniel-venable.md) | B.I.G. Investment Services | Dover, Delaware | | Percentage of assets | | [David Boothe](https://find.wellspent.co/advisors/david-boothe.md) | B.I.G. Investment Services | Dover, Delaware | | Percentage of assets | | [Rachel Benton](https://find.wellspent.co/advisors/rachel-benton.md) | B.I.G. Investment Services | Dover, Delaware | | Percentage of assets | | [Dennis Perdue](https://find.wellspent.co/advisors/dennis-perdue.md) | Westover Capital Advisors | Wilmington, Delaware | | Percentage of assets, Hourly, Fixed fees | | [Donald Kalil](https://find.wellspent.co/advisors/donald-kalil.md) | Affinity Wealth Management | Wilmington, Delaware | | Percentage of assets, Hourly, Fixed fees | | [Harold Sawyer, Jr.](https://find.wellspent.co/advisors/harold-sawyer-jr.md) | Westover Capital Advisors | Wilmington, Delaware | | Percentage of assets, Hourly, Fixed fees | | [Matthew Beardwood](https://find.wellspent.co/advisors/matthew-beardwood.md) | Westover Capital Advisors | Wilmington, Delaware | | Percentage of assets, Hourly, Fixed fees | | [Paul Maynor](https://find.wellspent.co/advisors/paul-maynor.md) | Onyx Bridge Wealth Group | Dover, Delaware | | Percentage of assets, Hourly, Fixed fees | | [Tristan Pantano](https://find.wellspent.co/advisors/tristan-pantano.md) | Affinity Wealth Management | Wilmington, Delaware | | Percentage of assets, Hourly, Fixed fees | ## Related - [Tax planning in Delaware](https://find.wellspent.co/specialties/tax-planning/delaware.md) - [Retirement planning in Delaware](https://find.wellspent.co/specialties/retirement-planning/delaware.md) - [Small business owners in Delaware](https://find.wellspent.co/specialties/small-business-owners/delaware.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).