Fee only financial advisors in Delaware who charge hourly or a flat fee
Jump to the 15 firms with published feesFee mediansOut-of-state firms (81)
24 fee only firms in Delaware offer financial planning for an hourly, flat or subscription fee. 15 of the 24 fee only firms in Delaware publish dollar prices for financial planning in their brochures, and the table below quotes each price.
Among firms in Delaware with a current fee (brochure under 18 months old, not just a cap or minimum), the median hourly rate is $275 (middle half $250-$450, 12 firms) and the median flat or project fee is $3,575 (middle half $3,000-$7,500, 8 firms). Updated November 2026.
Cities in Delaware
- Newark 3 with prices
- Wilmington 7 with prices
Fee only advisors in Delaware and their published fees
15 firms with published feesPlus 9 that don't publish fees, listed below
Fee filters apply to firms with published fees, so the list below doesn't change with them.
Delaware medians: $275/hr, $3,575 flat. US median (too few Delaware firms): $475/mo for monthly fees. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Age Wisely FinancialWilmingtonNo AUM fee | Not published | $3,000- | Not published |
| Back Bay Financial Planning & InvestmentsBethany Beach | $400/hr above the Delaware median | $2,500- | % of assets |
| Benchmark Financial, LLCWilmington | $500/hr above the Delaware median | Not published | $400/mo below the US median for monthly fees$400/mo below the US median for monthly fees |
| Black Arrow Capital LLCNewarkVirtual meetingsCFP® | $250/hr near the Delaware median | $1,250- | % of assets |
| Creative Financial Concepts, Inc.Wilmington | $150/hr below the Delaware median | $300 below the Delaware median | % of assets |
| CSG FinancialDoverVirtual meetingsCFP® | Not published | $1,800- | $200- |
| Das Financial Health (DFH)NewarkNo AUM feeCFP® | $300/hr near the Delaware median | Not published | $250- |
| Delaware Financial Planning, LLCNewarkNo AUM feeCFP® | $450/hr above the Delaware median | $4,000- | No monthly fee$5,400- |
| Great Ocean Road FinancialLewes | Up to $600/hr | Not published | % of assets |
| Grey Fox Wealth Advisors, LLCRockland | $450- | Not published | % of assets |
| Metz Capital Management LLCLewes | $175/hr below the Delaware median | Up to $10,000 | % of assets |
| Rockford Financial PlanningWilmingtonVirtual meetingsCFP® | $250/hr near the Delaware median | Not published | % of assets |
| SJL Financial LLCWilmingtonNo AUM fee | $250/hr near the Delaware median | $2,500- | $167/mo below the US median for monthly fees$500/qtr ($167/mo) below the US median for monthly fees |
| StratFIWilmingtonCFP® | $400/hr above the Delaware median | Not published | % of assets |
| Wealth Wise PlanningWilmingtonNo AUM feeCFP® | $100/hr below the Delaware median | $250- | Not published |
Other registered firms that don't publish dollar fees (9)
We found no dollar amount for their planning fees in a brochure. Ask them for a fee schedule.
- Artais Capital Management, LLC, Lewes
- Axion Financial Group LLC, Bethany Beach
- Clariti Wealth Advisors, Wilmington
- ECT Advisory, LLC, Lewes
- Greenwich Financial Advisors, LLC, Millsboro
- N1 Advisors, Newark
- Tristate Wealth Advisors, Newark
- Wall St LLC, Wilmington
- Westover Capital Advisors, LLC, Wilmington
Firms based in other states that are registered in Delaware (81)
These firms are based in another state and are registered in Delaware. The list isn't complete: a firm with five or fewer clients in Delaware doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.
81 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|
81 firms with published fees
- Advisors Capital Management, LLC · Ridgewood, NJ · $350-$500/hr
- Argo Wealth Advisory, LLC · McLean, VA · $500-$50,000 flat
- Bailard, Inc. · Foster City, CA · $3,500-$15,000 flat · $2,000-$50,000/yr
- Barnstone Advisors LLC · Phoenixville, PA · $200/hr
- Beacon Trust · Morristown, NJ · $5,000-$15,000 flat
- Biondo Investment Advisors LLC · Milford, PA · Up to $2,500 flat
- BLBB Advisors · Montgomeryville, PA · $2,500-$10,000 flat
- Blue Bell Private Wealth Management, LLC · Blue Bell, PA · $250-$500/hr · $250-$10,000 flat
- Boldin Advisors · Mill Valley, CA · $300-$475/hr · Up to $6,000 flat · Up to $6,000/yr
- Bontempo Ohly Capital Management, LLC · Bethesda, MD · $375/hr
- Brighton Jones LLC · Seattle, WA · $150-$300/hr · $5,000-$25,000 flat
- Brooklyn FI, LLC · Brooklyn, NY · $500-$2,000/mo
- Century Management Financial Advisors · Austin, TX · $250/hr · $4,000-$10,000 flat
- Chadds Ford Wealth Partners, LLC · Chadds Ford, PA · $250-$500/hr · $2,500-$25,000 flat
- Choate Investment Advisors · Boston, MA · $1,000-$2,500 flat
- CRA Financial Services, L.L.C. · Northfield, NJ · $300/hr · $1,000-$5,000 flat
- Crossgate Wealth Advisors, LLC · Newtown, PA · $250/hr · $2,500-$5,000 flat
- Curio Wealth, LLC · Annapolis, MD · $350/hr
- Cypress Financial Planning · Haddon Heights, NJ · $1,500-$5,000 flat
- Dakota Wealth, LLC · Palm Beach Gardens, FL · $5,000-$25,000 flat
- Dudley Capital Management LLC · Middleburg, VA · Up to $250/hr · Up to $5,000 flat
- Edelman Financial Engines · Santa Clara, CA · Up to $10,000 flat
- Elm Wealth · Philadelphia, PA · $5,000 flat
- Entrust Financial LLC · Wayne, PA · $350/hr · From $3,500 flat
- Envoy Advisory Inc. · Colorado Springs, CO · $250/hr · Up to $10,000 flat
- Facet · West Palm Beach, FL · $2,600-$10,000/yr
- Financial Coach · West Chester, PA · From $2,500/yr
- Five Rivers Financial Advisors, LLC · North East, MD · $150/hr · $600-$2,000 flat
- Glass Jacobson Wealth Advisors · Owings Mills, MD · $1,000-$25,000 flat
- Godshalk Welsh Capital Management, Inc. · Radnor, PA · $200/hr · $1,000-$5,000 flat
- Greenspring Advisors, LLC · Towson, MD · $150-$750/hr · $2,000-$150,000 flat
- H.M. Payson · Portland, ME · $5,000 flat
- Hamilton Capital · Columbus, OH · $2,500 flat
- Harvest Financial Partners · Paoli, PA · $350/hr · $250-$4,000 flat
- Heritage Investors Management Corp · Bethesda, MD · Up to $500/hr
- Innova Wealth Partners, LLC · Newtown, PA · $500-$10,000 flat · $1,000-$2,000/mo
- Insight Financial Strategists · Newton, MA · $300-$600/hr · From $5,500 flat
- Investment Capital Advisors · Clinton, NJ · $375/hr · $400-$3,000 flat
- Kauffman & Drebing · Swarthmore, PA · $320/hr
- Lighthouse Financial Services Inc · Brea, CA · $200-$1,200 flat · $199/mo
- Little House Capital, LLC · Braintree, MA · $400/hr · $1,000-$5,000 flat · Up to $10,000/yr
- Logan Capital Management, Inc. · Newtown Square, PA · $150-$250/hr
- Long Advisors LLC · Middlesex, VT · $350/hr
- Manchester Capital Management LLC · Manchester, VT · $10,000-$500,000 flat
- Milestones Private Investment Advisors LLC · Fairport, NY · $1,000-$5,000 flat
- Modera Wealth Management, LLC · Westwood, NJ · From $1,500 flat
- Morrissey Wealth Management LLC · North Haven, CT · $400/hr · $1,000-$50,000 flat · Up to $3,000/qtr
- MV Capital Management, Inc. · Bethesda, MD · $175-$450/hr · $1,000-$20,000 flat
- Oak Street Investments · Greenwood Village, CO · Up to $300/hr · $3,600-$8,200 flat
- Omicron Advisors, LLC · Lancaster, PA · Up to $350/hr · $2,500-$10,000/yr
- Parallel Advisors, LLC · San Francisco, CA · Up to $1,000/hr
- RCS Financial Planning, LLC · Annapolis, MD · $250-$450/hr · Up to $300/mo
- Rembert Pendleton Jackson · Vienna, VA · $3,000-$15,000 flat
- Retirement Management Systems · Leonardtown, MD · $250-$500/hr · Up to $2,500 flat
- Riggs Asset Management Co Inc · Dallas, PA · $300/hr
- River Family Advisors LLC · Salt Lake City, UT · Up to $200/hr
- River Wealth Advisors LLC · Camp Hill, PA · $150-$300/hr
- RKL Private Wealth · Lancaster, PA · $250-$500/hr · $10,000-$25,000 flat · $1,500-$15,000/yr
- Root Financial Partners · Austin, TX · $2,000-$65,000 flat
- S.F. Ehrlich Associates, Inc. · Cranford, NJ · $500-$5,000 flat
- Savant Wealth Management · Rockford, IL · $100-$500/hr · $250-$10,000 flat
- Sax Wealth Advisors, LLC · Parsippany, NJ · $300/hr · $2,500-$50,000 flat
- Shufro, Rose & Co., LLC · New York City, NY · From $2,500 flat
- Snowcap Capital Management · Dallas, TX · $200-$400/hr
- TGS Financial Advisors · Radnor, PA · $3,500 flat · $1,750/qtr
- Tobin Investment Planning LLC · Yardley, PA · $1,000-$10,000 flat
- Town Capital · Bel Air, MD · $1,200-$8,000 flat
- Towneley Capital Management, Inc. · Laguna Hills, CA · $250-$500/hr · From $2,500 flat · $1,250/qtr
- True Horizon Wealth Advisors, LLC · Malvern, PA · $250/hr · $750-$10,000 flat
- Verdence Capital Advisors, LLC · Hunt Valley, MD · $250-$500/hr · $5,000-$100,000 flat
- Virtus Wealth Solutions · Cranford, NJ · Up to $500/hr
- Waverly Advisors, LLC · Birmingham, AL · $75-$450/hr · $500-$50,000 flat
- Waypoint Wealth Management · Timonium, MD · $1,800-$7,500 flat
- WBH Advisory, Inc. · Baltimore, MD · $6,000 flat
- Wealthcare Solutions, LLC · Radnor, PA · $265/hr · $800-$3,500 flat · $119-$279/mo
- Wedmont Private Capital · West Chester, PA · $3,750/qtr
- Wescott Financial Advisory Group LLC · Philadelphia, PA · $150-$750/hr
- West Financial Services, Inc. · McLean, VA · $250/hr · $125/mo
- Wick Capital Partners, LLC · Wayne, PA · Up to $500/hr
- Willow Partner Advisors, LLC · Prides Crossing, MA · $5,000 flat
- Wrought Financial Planning · Haddonfield, NJ · $350/hr
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Hourly rate | $275/hr | $250- | 12 firms |
| Flat or project fee | $3,575 | $3,000- | 8 firms |
| Subscription (per month) | Too few firms | Range $167- | 4 firms |
States, cities and types of firm are compared in the Financial Planner Fees Report 2026. Paying a percentage of assets? The fee calculator compares 1% with a flat fee over the years.