Financial Advisors in Delaware
Browse 64 financial advisors in Delaware — page 1 of 2.
3.0 fund management
claymont, DE
6529 capital llc
wilmington, DE
8figures
dover, DE
affinity wealth management llc
wilmington, DE
ashford capital management inc
wilmington, DE
bdfs capital llc
rehoboth beach, DE
benchmark financial, llc
wilmington, DE
bfo investments llc
dover, DE
big investment services
dover, DE
blackrock capital investment advisors, llc
wilmington, DE
blackrock capital management, inc.
wilmington, DE
blue rock financial group
rehoboth beach, DE
brandywine managers, llc
hockessin, DE
cagr finance llc
lewes, DE
chartline capital partners
wilmington, DE
cifcoin global finance inc.
dover, DE
clariti wealth advisors
wilmington, DE
climate finance partners llc
wilmington, DE
cs investment management llc
wilmington, DE
delaware wealth planners
wilmington, DE
dif us
wilmington, DE
digigold securities llc
dover, DE
diversified, llc
wilmington, DE
donald w. nicholson & associates ltd
wilmington, DE
dupont capital management
wilmington, DE
general global capital llc
wilmington, DE
grace advisors llc
wilmington, DE
great valley advisor group, llc
wilmington, DE
grey fox wealth advisors, llc
rockland, DE
ih2 advisors & company
wilmington, DE
inusa capital llc
wilmington, DE
investment management & planning llc
greenville, DE
lattice capital management, llc
dover, DE
liberty asset partners
wilmington, DE
limitless asset management inc.
wilmington, DE
long angle management, llc
dover, DE
madera technology advisors, llc
dover, DE
marvin & palmer associates
wilmington, DE
mcosentino capital investment llc
dover, DE
mises capital partners
lewes, DE
montchanin asset management, llc
montchanin, DE
n1 advisors
newark, DE
nearingpoint venture partners inc.
wilmington, DE
nfdg
wilmington, DE
numerixs investment technologies inc
wilmington, DE
orbit
dover, DE
palliser capital (us) llc
wilmington, DE
platform advisor, llc
wilmington, DE
Frequently Asked Questions
How much does a financial advisor cost in Delaware?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.