Financial advisors for estate planning in Wilmington, Delaware

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.

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.

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?

1. Do you review my beneficiary designations and account titling?
2. Which estate attorneys do you work with, and how do you split the work?
3. How would you plan around the state rules that apply to me?
4. How often will we revisit the plan?
5. 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.