Financial advisors for small business owners in Delaware
Which financial advisor should I talk to as a small business owner in Delaware?
For small business owners in Delaware, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include John Melasecca of Clariti Wealth Advisors, Brian Thomson of Affinity Wealth Management and Jarrett Morris of RiversEdge Advisors.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- John Melasecca Clariti Wealth Advisors, Wilmington Holds the CFP. Fees on file: percentage of assets.
- Brian Thomson Affinity Wealth Management, Wilmington Holds the CFP. Fees on file: percentage of assets, hourly.
- Jarrett Morris RiversEdge Advisors, Wilmington Holds the CFP. Fees on file: percentage of assets, hourly.
- Debora May Councilor, Fenwick Island Holds the CFP. Fees on file: percentage of assets, hourly.
- Kevin O'Hanlon Rockford Financial Planning LLC, Wilmington Holds the CFP. Fees on file: percentage of assets, hourly.
- Bradley Fine Four Seasons Investment Management, Rehoboth Beach Fees on file: hourly, percentage of assets.
How many fee-only financial advisors in Delaware work with small business owners?
The Wellspent public graph lists 29 fee-only advisors for small business owners in Delaware, at 10 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for small business owners in Delaware located?
Of the 29 fee-only advisors for small business owners in Delaware, 21 are in Wilmington, followed by 5 in Dover and 1 in Fenwick Island.
How do fee-only advisors for small business owners in Delaware charge?
The most common fee among fee-only advisors for small business owners in Delaware is a percentage of assets, used by 100% of the 29 with fees on file. Many use more than one: 79% charge by the hour and 76% charge fixed fees.
What credentials should a financial advisor for small business owners have?
For small business owners, look for the CFP. In Delaware, 45% of the 29 advisors listed hold the CFP.
- CFP45% in Delaware
- The CFP keeps the business in the wider plan.
How do Delaware advisors for small business owners compare with the rest of the US?
79% of fee-only advisors for small business owners in Delaware charge by the hour, compared with 48% of the 2,851 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Delaware. Light bars are all US advisors for small business owners.
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.
What should I ask a financial advisor as a small business owner in Delaware?
- Which retirement plan would you set up for my business, and why?
- How would you set my salary against distributions?
- How much of my net worth should stay in the business?
- How do you plan for an eventual sale or succession?
- How will you plan for Delaware tax alongside federal tax?
How current is this list of fee-only advisors for small business owners 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.
All 29 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Debora May | Councilor | Fenwick Island | CFP | Percentage of assets, Hourly |
| Abigail McCloskey | Affinity Wealth Management | Wilmington | CFP | Percentage of assets, Hourly |
| Bradley Fine | Four Seasons Investment Management | Rehoboth Beach | Not listed | Hourly, Percentage of assets |
| Brian Thomson | Affinity Wealth Management | 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 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 |
| Robert Mitchell | Concord Financial Group | Wilmington | CFA | Percentage of assets, Hourly |
| Erin Eliason | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Jaime Cutter | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Jeffrey Kaczmarczyk | TriState Wealth Advisors | Newark | CFA | Percentage of assets, Ongoing planning fee |
| 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 |
| Anna Hibbitt | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Daniel Venable | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| David Boothe | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Rachel Benton | B.I.G. Investment Services | Dover | Not listed | Percentage of assets |
| Donald Kalil | Affinity Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Paul Maynor | Onyx Bridge Wealth Group | Dover | Not listed | Percentage of assets, Hourly |
| Tristan Pantano | Affinity Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
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