Fee-Only Financial Planners in Delaware

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Delaware:

Samuel Lewis

SJL Financial, LLC

WIlmington, DE

Specialties: Comprehensive Financial Planning, Spending plans, Military benefits, Retirement Planning, Investing and saving, College Education Planning

Fee-Only financial planner located in WIlmington, DE, serving clients locally and across the country

Richard Jakotowicz

CFA®, CFP®, MSF

Benchmark Financial, LLC

Greenville, DE

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner located in Greenville, DE, serving clients locally and across the country

Donald W. Nicholson, Jr.

CFP®, AAMS®

Donald W. Nicholson & Associates, Ltd.

Wilmington, DE

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Located in Wilmington, DE, Serving Clients in Delaware, Pennsylvania & Throughout the Mid-Atlantic States

Donald W. Nicholson

Donald W Nicholson & Associates, Ltd.

Wilmington, DE

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Located in Wilmington, DE, Serving Clients in Delaware, Pennsylvania & Throughout the Mid-Atlantic States

Burt Hutchinson

CPA, CFP®

Integrated Wealth Management, LLC

Wilmington, DE

Specialties: Retirement Planning, Tax Efficient Distribution Strategies, Investment Management, Tax Minimization Strategies, Charitable Giving Strategies

GUIDANCE FOR THE THREE STAGES OF RETIREMENT: Our wealth management firm in Wilmington and Rehoboth Beach, DE, specializes in working with you through the three stages of retirement: Uncertainty, Stability, Reflection

Kevin O'Hanlon

Rockford Financial Planning

Wilmington, DE

John Melasecca

Schiavi + Dattani

Wilmington, DE

Nicholas Gaetani

Mallard Financial Partners Inc

Newark, DE

James Mink

Mallard Financial Partners Inc

Newark, DE

Alan Menase

Mallard Financial Partners Inc

Newark, DE

William Starnes

CFP®, ChFC®, MTAX

Mallard Advisors, LLC

Hockessin, DE

Joan Sharp

River Family Advisors LLC

Wilmington, DE

Sean Heidig

Mallard Financial Partners Inc

Newark, DE

Susan Lehnerd

Mallard Financial Partners Inc

Newark, DE

Carol Wasko

Integrated Wealth Advisors, LLC

Wilmington, DE

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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