Delaware Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“The current hourly rate is $450.”

Flat or project fee

$4,000⁠-⁠$8,000

“Fixed fees generally range from $4,000 to $8,000, with most clients paying approximately $5,000 to $6,500.”

Annual fee

$5,400⁠-⁠$9,000/yr

“Annual fees generally range from $5,400 to $9,000 and are billed monthly in advance.”

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

How Delaware Financial Planning, LLC bills

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

• “Fees are negotiable, and lower fees for comparable services may be available from other sources.”
• “If completion of the project is materially delayed by the client, DFP may invoice some or all of the unpaid project fee before delivery of the written plan, subject to the terms of the Advisory Contract.”
• “Any such invoice will apply toward, and will not increase, the total agreed fixed fee.”

How Delaware Financial Planning, LLC’s fees compare

• Its hourly rate of $450 is above the Delaware median of $300. 89% of the 18 other Delaware planners that publish an hourly rate charge less.
• Its flat or project fee of $4,000-$8,000 is above the Delaware median of $3,575. 64% of the 11 other Delaware planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Delaware Financial Planning, LLC

• Principal: Michael Staman
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

66

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324394

Website

del-finplan.com (opens in new tab)

Phone

(302) 464-8409

Can advise clients in 3 states: Delaware, Maryland, Pennsylvania

Other planners in Newark that publish fees

• Black Arrow Capital LLCNewark$250/hr, $1,250⁠-⁠$25,000
• Affinity Wealth Management LLCWilmington$350/hr, $250⁠-⁠$15,000
• Age Wisely FinancialWilmington$360/hr, $3,000⁠-⁠$12,000
• Ajp Financial Services, LLCWilmington$10,000⁠-⁠$50,000/yr
• Back Bay Financial Planning & InvestmentsBethany Beach$400/hr, $2,500⁠-⁠$5,000
• BDFS Capital LLCRehoboth Beach$100⁠-⁠$250/hr, $500⁠-⁠$5,000

Compare all 35 planners in Delaware