# Financial advisors for estate planning in Wilmington, Delaware > For estate planning in Wilmington, 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, Mark Eggleston of RiversEdge Advisors and Brian Thomson of Affinity Wealth Management. Page: https://find.wellspent.co/specialties/estate-planning/delaware/wilmington/ 26 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 Wilmington? For estate planning in Wilmington, 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, Mark Eggleston of RiversEdge Advisors and Brian Thomson of Affinity Wealth Management. - [Kevin Lam](https://find.wellspent.co/advisors/kevin-lam/), Age Wisely Financial, Wilmington City. Holds the CFP. Fees on file: one-time planning fee. - [Mark Eggleston](https://find.wellspent.co/advisors/mark-eggleston/), RiversEdge Advisors, Wilmington City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Brian Thomson](https://find.wellspent.co/advisors/brian-thomson/), Affinity Wealth Management, Wilmington City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Caitlyn Tierney](https://find.wellspent.co/advisors/caitlyn-tierney/), Westover Capital Advisors, Wilmington City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Robert Mitchell](https://find.wellspent.co/advisors/robert-mitchell-6609984/), Concord Financial Group, Wilmington City. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Wilmington work on estate planning? The Wellspent public graph lists 26 fee-only advisors for estate planning in Wilmington, at 5 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Wilmington charge? The most common fee among fee-only advisors for estate planning in Wilmington is a percentage of assets, used by 96% of the 26 with fees on file. Many use more than one: 96% charge by the hour and 96% charge fixed fees. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP. In Wilmington, 50% of the 26 advisors listed hold the CFP. - CFP (50% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do Wilmington advisors for estate planning compare with the rest of the US? 96% of fee-only advisors for estate planning in Wilmington 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 Wilmington? - 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 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [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 | | [Abigail McCloskey](https://find.wellspent.co/advisors/abigail-mccloskey.md) | Affinity Wealth Management | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [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 | | [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 Wilmington](https://find.wellspent.co/specialties/tax-planning/delaware/wilmington.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).