# Financial advisors for tax planning in Delaware > For tax planning in Delaware, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Robert Jeter of Back Bay Financial Planning & Investments, Mike Staman of Delaware Financial Planning, LLC and Kevin Lam of Age Wisely Financial. Page: https://find.wellspent.co/specialties/tax-planning/delaware/ 36 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 tax planning in Delaware? For tax planning in Delaware, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Robert Jeter of Back Bay Financial Planning & Investments, Mike Staman of Delaware Financial Planning, LLC and Kevin Lam of Age Wisely Financial. - [Robert Jeter](https://find.wellspent.co/advisors/robert-jeter/), Back Bay Financial Planning & Investments, Bethany Beach. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Mike Staman](https://find.wellspent.co/advisors/mike-staman/), Delaware Financial Planning, LLC, Newark. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Kevin Lam](https://find.wellspent.co/advisors/kevin-lam/), Age Wisely Financial, Wilmington. Holds the CFP. Fees on file: one-time planning fee. - [George Reilly](https://find.wellspent.co/advisors/george-reilly/), Safe Harbor Financial Advisors, LLC, Rehoboth Beach. Holds the CFP. Fees on file: one-time planning fee, hourly. - [Caitlyn Tierney](https://find.wellspent.co/advisors/caitlyn-tierney/), Westover Capital Advisors, Wilmington. Holds the CFP. Fees on file: percentage of assets, hourly. - [James Hall](https://find.wellspent.co/advisors/james-hall/), Affinity Wealth Management, Wilmington. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Delaware work on tax planning? The Wellspent public graph lists 36 fee-only advisors for tax planning in Delaware, at 12 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for tax planning in Delaware located? Of the 36 fee-only advisors for tax planning in Delaware, 25 are in Wilmington, followed by 4 in Dover and 3 in Newark. ## How do fee-only advisors for tax planning in Delaware charge? The most common fee among fee-only advisors for tax planning in Delaware is a percentage of assets, used by 89% of the 36 with fees on file. Many use more than one: 83% charge by the hour and 69% charge fixed fees. ## What credentials should a financial advisor for tax planning have? For tax planning, look for the CFP. In Delaware, 50% of the 36 advisors listed hold the CFP. - CFP (50% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Delaware advisors for tax planning compare with the rest of the US? 83% of fee-only advisors for tax planning in Delaware charge by the hour, compared with 41% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 about tax planning in Delaware? - Do you prepare my return, or coordinate with my preparer? - Will you give me a written multi-year tax projection? - What tax decisions would you want to make with me before year end? - How do you weigh tax savings against investment risk? - How will you plan for Delaware tax alongside federal tax? ## How current is this list of fee-only advisors for tax 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 | | [Robert Jeter](https://find.wellspent.co/advisors/robert-jeter.md) | Back Bay Financial Planning & Investments | Bethany Beach, Delaware | CFP, CRPC | Percentage of assets, Flat fee or retainer, Hourly | | [George Reilly](https://find.wellspent.co/advisors/george-reilly.md) | Safe Harbor Financial Advisors, LLC | Rehoboth Beach, Delaware | CFP, JD, LLM | One-time planning fee, Hourly | | [Mike Staman](https://find.wellspent.co/advisors/mike-staman.md) | Delaware Financial Planning, LLC | Newark, Delaware | CFP, CAP, TPCP | Flat fee or retainer, Ongoing planning fee, 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 | | [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 | | [Jeffrey Kaczmarczyk](https://find.wellspent.co/advisors/jeffrey-kaczmarczyk.md) | TriState Wealth Advisors | Newark, Delaware | CFA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [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 | | [Tristan Pantano](https://find.wellspent.co/advisors/tristan-pantano.md) | Affinity Wealth Management | Wilmington, Delaware | | Percentage of assets, Hourly, Fixed fees | ## Related - [Estate planning in Delaware](https://find.wellspent.co/specialties/estate-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).