Delaware Wealth Planners fees and pricing

Financial planner in Wilmington, Delaware. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 28, 2026, Delaware Wealth Planners charges $100⁠-⁠$400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$400/hr; “These negotiated fees can range from $100 to $400 an hour depending upon the complexity of the plan.”

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

“The advisory fee for each monthly invoice is calculated using the aggregate value of the asset in all household accounts advised by DWP as set forth in within the Advisory Agreement (as amended from time to time).”
“These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of DWP's fees within five business days of signing the Investment Advisory Contract.”

Its hourly rate of $100-$400 spans the Delaware median of $300. 28% of the 18 other Delaware planners that publish an hourly rate charge less.
2 of the 10 other planners in Wilmington that publish an hourly rate charge less.

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: 89
Employees: 4
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, pension consulting, and selecting other advisers
Assets managed: $255,567,984
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 306818
Website: linkedin.com/company/delaware-avenue-wealth-planners-llc (opens in new tab)
Phone: (302) 254-2400

Can advise clients in 3 states: Delaware, Maryland, 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Is something on this page wrong or out of date?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.