Fee-OnlyFinder

Advisers in Delaware

35 advisers in 9 Delaware cities, 35 registered with SEC or state.

Financial planning (24)Hourly fees (16)Flat / fixed fees (22)% of assets managed (32)Retirement plan consulting (13)

Cities

Wilmington20 advisersDover3 advisersNewark3 advisersBethany Beach2 advisersRehoboth Beach2 advisersLewes2 advisersRockland1 adviserGreenville1 adviserMontchanin1 adviser

All advisers in Delaware

8figures8 the Green, Ste 14408 · Dover, DE 19901 · (415) 889-7717 · Flat / fixed feesCRD 337941 · Fixed feesSEC registeredNo commissions reportedAffinity Wealth Management LLC2751 Centerville Road, Suite 110 · Wilmington, DE 19808 · (302) 652-6767 · Financial planningCRD 290735 · % of assets, Hourly charges, Fixed fees · $872.5 million AUMSEC registeredNo commissions reportedAnnova LLC1000 N. West Street, Suite 1200 · Wilmington, DE 19801 · (302) 668-5300 · Financial planningCRD 309737 · % of assets · $19.7 million AUMState registeredNo commissions reportedAshford Capital Management INCOne Walkers Mill Road · Wilmington, DE 19807 · (302) 655-1750 · % of assets managedCRD 110696 · % of assets, Performance-based fees · $965.8 million AUMSEC registeredNo commissions reportedAxion Financial Group LLC33258 Kent Avenue · Bethany Beach, DE 19930 · (267) 261-4177 · Financial planningCRD 154991 · % of assets, Fixed fees, Other · $47.3 million AUMState registeredNo commissions reportedBack Bay Financial Planning & Investments39682 Sunrise Court #303 · Bethany Beach, DE 19930 · (302) 316-1820 · Financial planningCRD 335236 · % of assets, Hourly charges, Fixed fees · $120.5 million AUMSEC registeredNo commissions reportedBdfs Capital LLC19409 Plantation Rd, Bldg. 2 Unit 1 · Rehoboth Beach, DE 19971 · (302) 265-2236 · Financial planningCRD 287680 · % of assets, Hourly charges, Fixed fees · $411.3 million AUMSEC registeredNo commissions reportedBenchmark Financial, LLC2 Righter Parkway, Suite 100 · Wilmington, DE 19803 · (302) 635-9760 · Financial planningCRD 297443 · % of assets, Hourly charges, Fixed fees · $131.6 million AUMSEC registeredNo commissions reportedBig Investment Services450 Kings Hwy N.e. · Dover, DE 19901 · (302) 734-7526 · Financial planningCRD 291437 · % of assets · $425.4 million AUMSEC registeredNo commissions reportedBlackrock Capital Management, INC.100 Bellevue Parkway · Wilmington, DE 19809 · (302) 797-2000 · Flat / fixed feesCRD 108069 · % of assets, Fixed fees, Performance-based fees · $172.6 billion AUMSEC registeredNo commissions reportedBlue Rock Financial Group37458 Oyster House Road · Rehoboth Beach, DE 19971 · (302) 752-6637 · Financial planningCRD 298558 · % of assets, Hourly charges, Fixed fees · $381.8 million AUMSEC registeredNo commissions reportedCagr Finance LLC16192 Coastal Highway · Lewes, DE 19958 · (202) 455-6725 · Flat / fixed feesCRD 337809 · % of assets, Fixed fees · $31,840 AUMSEC registeredNo commissions reportedClariti Wealth Advisors2710 Centerville Road, Suite 201 · Wilmington, DE 19808 · (302) 994-4444 · Financial planningCRD 104804 · % of assets, Hourly charges, Fixed fees · $797.6 million AUMSEC registeredNo commissions reportedCsg Financial3980 North Dupont Highway · Dover, DE 19901 · (302) 678-8701 · Financial planningCRD 330894 · % of assets, Fixed fees · $15.8 million AUMState registeredNo commissions reportedDelaware Advisory Group, INC.701 Foulk Road, Suite 2 G · Wilmington, DE 19803 · (302) 651-9191 · Financial planningCRD 326933 · Hourly charges, Fixed feesState registeredNo commissions reportedDelaware Wealth Planners2301 Pennsylvania Avenue · Wilmington, DE 19806 · (302) 254-2400 · Financial planningCRD 306818 · % of assets, Hourly charges, Fixed fees · $255.6 million AUMSEC registeredNo commissions reportedDiversified, LLC3705 Concord Pike · Wilmington, DE 19803 · (302) 765-3500 · Financial planningCRD 331709 · % of assets, Fixed fees, Other · $2.8 billion AUMSEC registeredNo commissions reportedDonald W. Nicholson & Associates LTD1403 Silverside Rd, Ste B · Wilmington, DE 19810 · (302) 529-1500 · Financial planningCRD 107054 · % of assets, Hourly charges, Fixed fees · $171.2 million AUMSEC registeredNo commissions reportedGrey Fox Wealth Advisors, LLC100 South Rockland Falls Road · Rockland, DE 19732 · (302) 482-3211 · Financial planningCRD 307172 · % of assets, Fixed fees · $698.8 million AUMSEC registeredNo commissions reportedInvestment Management & Planning LLC20 Montchanin Road, Suite 270 · Greenville, DE 19807 · (302) 654-5449 · Financial planningCRD 146041 · % of assets, Hourly charges · $238.8 million AUMSEC registeredNo commissions reportedJpl Asset Management and Planning, LLC262 Chapman Road, Suite 201-A · Newark, DE 19702 · (302) 594-0881 · Financial planningCRD 145213 · % of assets · $97.0 million AUMState registeredNo commissions reportedMarvin & Palmer Associates3711 Kennett Pike, Suite 120 · Wilmington, DE 19807 · (302) 573-3570 · % of assets managedCRD 105399 · % of assets, Performance-based fees · $195.7 million AUMSEC registeredNo commissions reportedMetz Capital Management LLC439 Kings Hwy · Lewes, DE 19958 · (302) 644-1193 · Financial planningCRD 108382 · % of assets, Hourly charges · $107.9 million AUMState registeredNo commissions reportedMontchanin Asset Management, LLC10 West Rockland Road · Montchanin, DE 19710 · (302) 652-3101 · % of assets managedCRD 304367 · % of assets · $120.8 million AUMSEC registeredNo commissions reportedN1 Advisors131 Continental Drive, Suite 206 · Newark, DE 19713 · (302) 731-1326 · Financial planningCRD 147048 · % of assets, Fixed fees · $445.5 million AUMSEC registeredNo commissions reportedRealta Investment Advisors, INC1201 N. Orange Street, Suite 729 · Wilmington, DE 19801 · (888) 657-5200 · Financial planningCRD 134952 · % of assets, Hourly charges, Fixed fees · $385.4 million AUMSEC registeredNo commissions reportedRiversedge Advisors600 N King St, Suite 200 · Wilmington, DE 19801 · (302) 573-6864 · Financial planningCRD 298390 · % of assets, Hourly charges, Fixed fees · $928.4 million AUMSEC registeredNo commissions reportedStratfi1201 N. Orange, Suite 742 · Wilmington, DE 19801 · (302) 884-6742 · Financial planningCRD 164744 · % of assets, Hourly charges · $115.0 million AUMSEC registeredNo commissions reportedStreetbeat LLC1000 N. West Street, Suite 1200 · Wilmington, DE 19801 · (650) 204-0399CRD 315893 · Other · $4.9 million AUMSEC registeredNo commissions reportedThird Sigma Investment Advisors LLC700 North Clayton Street · Wilmington, DE 19805 · (302) 656-1111 · % of assets managedCRD 151188 · % of assets · $98.8 million AUMSEC registeredNo commissions reportedTristate Wealth Advisors263 E Main St, #B · Newark, DE 19711 · (302) 556-6556 · Financial planningCRD 333345 · % of assets, Hourly charges, Fixed fees · $27.0 million AUMState registeredNo commissions reportedWalnut Green Asset Management, LLC1301 Walnut Green Rd. · Wilmington, DE 19807 · (302) 689-3798 · % of assets managedCRD 166894 · % of assets, Performance-based fees · $92.0 million AUMState registeredNo commissions reportedWestover Capital Advisors, LLC1013 Centre Rd,, Suite 405 · Wilmington, DE 19805 · (302) 427-9600 · Financial planningCRD 126520 · % of assets, Hourly charges, Fixed fees · $652.9 million AUMSEC registeredNo commissions reportedWilmington Trust Investment Advisors, INC.Wilmington Trust Center, 1100 North Market Street · Wilmington, DE 19890 · (646) 531-7248 · Flat / fixed feesCRD 106909 · % of assets, Fixed fees · $17.8 billion AUMSEC registeredNo commissions reportedWilmington Trust Investment ManagementWilmington Trust Center, 1100 North Market Street · Wilmington, DE 19890 · (646) 531-7248 · % of assets managedCRD 19396 · % of assets · $140.8 million AUMSEC registeredNo commissions reported