Fee-Only Financial Advisors in Wilmington, DE

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Wilmington, DE area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Wilmington, DE Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Mike Staman

CAP®, CFP®, MSPFP

Delaware Financial Planning

Newark, DE

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax and Estate Planning, Philanthropy, Investment Guidance, Employee Stock Plans and Benefits

Advice-only, flat-fee financial planner located in Newark, DE- serving clients in Delaware, Chester County PA, and across the country.

John Melasecca III

CFP®

Clariti Wealth Advisors

Wilmington, DE

Specialties: Comprehensive Financial Planning, Investment Guidance, Retirement Income Planning, Wealth Planning, Estate Planning, Tax Strategies, Charitable Giving

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

James H. Lee

CFA®, CMT®, CFP®

StratFI

Wilmington, DE

Specialties: Investment Management, Retirement Income Planning

Award-winning strategist and futurist. Author of "Foresight Investing: A Complete Guide to Finding Your Next Great Trade".

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

Samuel Lewis

CFP®, ChFC®

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

Donald W. Nicholson, Jr.

CFP®, AAMS®

Donald W. Nicholson & Associates, Ltd.

Wilmington, DE

Donald W. Nicholson

Donald W Nicholson & Associates, Ltd.

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

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