Delaware Advisory Group, Inc. fees and pricing

Financial planner in Wilmington, Delaware. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 18, 2026, Delaware Advisory Group, Inc. charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Services are offered based on an hourly fee of $350 per hour.”

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

“The asset management fee is payable quarterly in arrears.”
“Fees for financial planning services are due upon delivery of the completed plan or service.”
“Investment management fees are billed quarterly in arrears.”

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.

Principal: William Curry
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: ChFC®.
Registered as an adviser: 2025.

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: 3% a year
Clients: 6
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 326933
Website: wealthwisdomgroup.com (opens in new tab)
Phone: (302) 651-9191

Can advise clients in 2 states: Delaware, Pennsylvania

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.