Affinity Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Hourly engagements are $350 per hour.”

Flat or project fee

$250⁠-⁠$15,000

“Fixed engagements fee range from $250 to $15,000 or based on the estimated amount of hours to complete the plan at the hourly rate.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Affinity Wealth Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Advisory Services Wealth Management Services Investment advisory fees are paid quarterly, in arrears, pursuant to the terms of the agreement.”
• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees are negotiable at the sole discretion of the Advisor.”

How Affinity Wealth Management LLC’s fees compare

• Its hourly rate of $350 is above the Delaware median of $300. 56% of the 18 other Delaware planners that publish an hourly rate charge less.
• 5 of the 10 other planners in Wilmington that publish an hourly rate charge less.
• Its flat or project fee of $250-$15,000 spans the Delaware median of $3,575. 82% of the 11 other Delaware planners that publish a flat or project fee charge less.
• 5 of the 5 other planners in Wilmington that publish a flat or project fee charge less.

About Affinity Wealth Management LLC

• Firm size: 17 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

639

Employees

17

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting

Assets managed

$872,523,855

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

290735

Website

affinitywealth.com (opens in new tab)

Phone

(302) 652-6767

Can advise clients in 13 states: California, Delaware, Florida, Georgia, Louisiana, Maryland, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Wilmington that publish fees

• Age Wisely FinancialWilmington$360/hr, $3,000⁠-⁠$12,000
• Ajp Financial Services, LLCWilmington$10,000⁠-⁠$50,000/yr
• Benchmark Financial, LLCWilmington$500/hr, $1,500
• Creative Financial Concepts, Inc.Wilmington$150/hr, $300
• Delaware Advisory Group, Inc.Wilmington$350/hr
• Delaware Wealth PlannersWilmington$100⁠-⁠$400/hr

Compare all 17 planners in Wilmington