Flat fee financial advisors in Delaware

Flat fee advisors quote one price for a plan or a project. So you know the total before you start.

The median published flat or project fee in Delaware is $3,750, from 11 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,750⁠-⁠$7,625. Updated October 2026.

What advisors in Delaware charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Flat or project fee$3,750$2,750⁠-⁠$7,62511 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Flat fee financial advisors in Delaware and their published fees

11 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Affinity Wealth Management LLCWilmington$350/hr$250⁠-⁠$15,000Not published
BDFS Capital LLCRehoboth Beach$100⁠-⁠$250/hr$500⁠-⁠$5,000Not published
Wealth Wise PlanningWilmingtonNo AUM fee$100/hr$500⁠-⁠$5,000Not published
Black Arrow Capital LLCNewark$250/hr$1,250⁠-⁠$25,000Not published
Benchmark Financial, LLCWilmington$500/hr$1,500$400/mo
Blue Rock Financial GroupRehoboth BeachNot published$1,500⁠-⁠$24,000$100⁠-⁠$2,000/mo
CSG FinancialDoverNot published$1,800⁠-⁠$5,000Not published
Back Bay Financial Planning & InvestmentsBethany Beach$400/hr$2,500⁠-⁠$5,000Not published
SJL Financial LLCWilmingtonNo AUM fee$250/hr$2,500⁠-⁠$3,500$500/qtr
Age Wisely FinancialWilmingtonNo AUM fee$360/hr$3,000⁠-⁠$12,000Not published
Delaware Financial Planning, LLCNewarkNo AUM fee$450/hr$4,000⁠-⁠$8,000$5,400⁠-⁠$9,000/yr
Also filed as flat fee financial advisors, without a published price (18)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

Flat fee financial advisors in other states