Stratfi fees and pricing
Financial planner in Wilmington, Delaware. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 17, 2026, Stratfi charges $400 an hour for financial planning.
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
- $400/hr
“StratFI offers consulting services on an hourly basis at a rate of $400 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stratfi bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable at the discretion of the Advisor.”
- “Prepaid but unearned Signal Provider Fees are refunded on a prorated basis.”
How Stratfi’s fees compare
- Its hourly rate of $400 is above the Delaware median of $300. 78% of the 18 other Delaware planners that publish an hourly rate charge less.
- 9 of the 10 other planners in Wilmington that publish an hourly rate charge less.
About Stratfi
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and CFA.
- Founded: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 87
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and market timing
- Assets managed
- $115,020,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 164744
- Phone
- (302) 884-6742
Can advise clients in 4 states: California, Delaware, Pennsylvania, Texas
Other planners in Wilmington that publish fees
- 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
- Benchmark Financial, LLCWilmington$500/hr, $1,500
- Creative Financial Concepts, Inc.Wilmington$150/hr, $300
- Delaware Advisory Group, Inc.Wilmington$350/hr
Is something on this page wrong or out of date?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.