Financial Advisors in Delaware
Browse 64 financial advisors in Delaware — page 2 of 2.
powerset
claymont, DE
presidio partners management, llc
wilmington, DE
realta investment advisors, inc
wilmington, DE
riversedge advisors
wilmington, DE
spearhead administrative services, llc
greenville, DE
stratfi
wilmington, DE
streetbeat llc
wilmington, DE
third sigma investment advisors llc
wilmington, DE
ts asset management llc
dover, DE
vitalizevc management, llc
dover, DE
westover capital advisors, llc
wilmington, DE
wilmington funds management corporation
wilmington, DE
wilmington trust asset management, llc
wilmington, DE
wilmington trust investment advisors, inc.
wilmington, DE
wilmington trust investment management
wilmington, DE
windmark investment partners, inc.
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.