Delphi Advisers fees and pricing

Published fees

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

Hourly rate

$400/hr

“The fee for the comprehensive financial plan will range between $1500 - $6000 and is calculated using an hourly rate of $400 per hour.”

Flat or project fee

$1,500⁠-⁠$6,000

From the same sentence as above.

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

How Delphi Advisers bills

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

• “When paying by other methods, the client’s fee is due promptly upon receipt of the Adviser’s invoice.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Delphi Advisers’ fees compare

• Its hourly rate of $400 is above the Washington median of $300. 81% of the 216 other Washington planners that publish an hourly rate charge less.
• 8 of the 9 other planners in Vancouver that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$6,000 spans the Washington median of $3,250. 56% of the 103 other Washington planners that publish a flat or project fee charge less.
• 2 of the 6 other planners in Vancouver that publish a flat or project fee charge less.

About Delphi Advisers

• Principal: Benjamin Lies
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 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% a year

Clients

62

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$33,144,355

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304593

Website

youtube.com/channel/UCvp_wyZdxEq9nTiSEhgq1Ow (opens in new tab)

Phone

(360) 525-2400 EXT 101

Can advise clients in 3 states: Oregon, Washington, Wyoming

Other planners in Vancouver that publish fees

• Cairn Wealth ManagementVancouver$300⁠-⁠$450/hr, $2,500⁠-⁠$7,000
• First Pacific Financial, Inc.Vancouver$500/hr, $15,000
• Harlow Wealth Management, Inc.Vancouver$5,000⁠-⁠$50,000
• Helium Advisors LLCVancouver$300/hr, $5,000⁠-⁠$25,000
• Middleton & CompanyVancouver$750, $2,500/qtr
• Momentous Wealth Management, Inc.Vancouver$250/hr, $1,500⁠-⁠$2,500

Compare all 17 planners in Vancouver