{
  "path": "/advisors/de/flat-fee",
  "url": "https://advisorcensus.com/advisors/de/flat-fee",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Delaware",
  "filters": {},
  "scope_total": 37,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Delaware?",
      "a": "AdvisorCensus lists 130 investment advisory firms with a principal office in Delaware, from Form ADV filings as of October 2026: 46 SEC-registered, 27 state-registered, and 57 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Delaware?",
      "a": "25 of the 130 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Delaware offer financial planning?",
      "a": "41 of the 73 firms in Delaware that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Delaware fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 25 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 37 investment advisory firms with a principal office in Delaware that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": null,
  "citation": "AdvisorCensus. Flat-fee financial advisors in Delaware: 37 firms from Form ADV filings as of October 2026.",
  "total_firms": 37,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 26,
    "state": 11,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 16
    },
    {
      "code": "percentage_of_aum",
      "count": 32
    },
    {
      "code": "hourly",
      "count": 22
    },
    {
      "code": "subscription",
      "count": 2
    },
    {
      "code": "fixed",
      "count": 37
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 5
    },
    {
      "code": "other",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 14
    },
    {
      "code": "5_to_9",
      "count": 10
    },
    {
      "code": "10_to_19",
      "count": 6
    },
    {
      "code": "20_plus",
      "count": 7
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 6
    },
    {
      "code": "25m_100m",
      "count": 4
    },
    {
      "code": "100m_500m",
      "count": 10
    },
    {
      "code": "500m_1b",
      "count": 6
    },
    {
      "code": "1b_5b",
      "count": 2
    },
    {
      "code": "over_5b",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 5
    }
  ],
  "firms": [
    {
      "crd_number": 337941,
      "name": "8FIGURES",
      "name_as_filed": "8FIGURES",
      "url": "https://advisorcensus.com/firm/8figures-dover-de-337941",
      "city": "Dover",
      "state": "DE",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290735,
      "name": "Affinity Wealth Management LLC",
      "name_as_filed": "AFFINITY WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/affinity-wealth-management-llc-wilmington-de-290735",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331644,
      "name": "AGE Wisely Financial",
      "name_as_filed": "AGE WISELY FINANCIAL",
      "url": "https://advisorcensus.com/firm/age-wisely-financial-331644",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290623,
      "name": "AJP Financial Services, LLC",
      "name_as_filed": "AJP FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/ajp-financial-services-llc-wilmington-de-290623",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148331,
      "name": "Artais Capital Management, LLC",
      "name_as_filed": "ARTAIS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/artais-capital-management-llc-rehoboth-beach-de-148331",
      "city": "Rehoboth Beach",
      "state": "DE",
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154991,
      "name": "Axion Financial Group LLC",
      "name_as_filed": "AXION FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/axion-financial-group-llc-bethany-beach-de-154991",
      "city": "Bethany Beach",
      "state": "DE",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335236,
      "name": "Back Bay Financial Planning & Investments",
      "name_as_filed": "BACK BAY FINANCIAL PLANNING & INVESTMENTS",
      "url": "https://advisorcensus.com/firm/back-bay-financial-planning-and-investments-bethany-beach-de-335236",
      "city": "Bethany Beach",
      "state": "DE",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287680,
      "name": "BDFS Capital LLC",
      "name_as_filed": "BDFS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/bdfs-capital-llc-rehoboth-beach-de-287680",
      "city": "Rehoboth Beach",
      "state": "DE",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297443,
      "name": "Benchmark Financial, LLC",
      "name_as_filed": "BENCHMARK FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/benchmark-financial-llc-wilmington-de-297443",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290336,
      "name": "Blackrock Capital Investment Advisors, LLC",
      "name_as_filed": "BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/blackrock-capital-investment-advisors-llc-wilmington-de-290336",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 8,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108069,
      "name": "Blackrock Capital Management, Inc.",
      "name_as_filed": "BLACKROCK CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/blackrock-capital-management-inc-wilmington-de-108069",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 26,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298558,
      "name": "Blue Rock Financial Group",
      "name_as_filed": "BLUE ROCK FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/blue-rock-financial-group-rehoboth-beach-de-298558",
      "city": "Rehoboth Beach",
      "state": "DE",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137388,
      "name": "Brandywine Managers, LLC",
      "name_as_filed": "BRANDYWINE MANAGERS, LLC",
      "url": "https://advisorcensus.com/firm/brandywine-managers-llc-hockessin-de-137388",
      "city": "Hockessin",
      "state": "DE",
      "years_registered": 20,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337809,
      "name": "Cagr Finance LLC",
      "name_as_filed": "CAGR FINANCE LLC",
      "url": "https://advisorcensus.com/firm/cagr-finance-llc-lewes-de-337809",
      "city": "Lewes",
      "state": "DE",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134921,
      "name": "Capital Markets IQ, LLC",
      "name_as_filed": "CAPITAL MARKETS IQ, LLC",
      "url": "https://advisorcensus.com/firm/capital-markets-iq-llc-wilmington-de-134921",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 17,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104804,
      "name": "Clariti Wealth Advisors",
      "name_as_filed": "CLARITI WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/clariti-wealth-advisors-wilmington-de-104804",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 43,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330894,
      "name": "CSG Financial",
      "name_as_filed": "CSG FINANCIAL",
      "url": "https://advisorcensus.com/firm/csg-financial-dover-de-330894",
      "city": "Dover",
      "state": "DE",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326933,
      "name": "Delaware Advisory Group, Inc.",
      "name_as_filed": "DELAWARE ADVISORY GROUP, INC.",
      "url": "https://advisorcensus.com/firm/delaware-advisory-group-inc-wilmington-de-326933",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306818,
      "name": "Delaware Wealth Planners",
      "name_as_filed": "DELAWARE WEALTH PLANNERS",
      "url": "https://advisorcensus.com/firm/delaware-wealth-planners-wilmington-de-306818",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331709,
      "name": "Diversified, LLC",
      "name_as_filed": "DIVERSIFIED, LLC",
      "url": "https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107054,
      "name": "Donald W. Nicholson & Associates Ltd",
      "name_as_filed": "DONALD W. NICHOLSON & ASSOCIATES LTD",
      "url": "https://advisorcensus.com/firm/donald-w-nicholson-and-associates-ltd-wilmington-de-107054",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 26,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311940,
      "name": "Equilibrium Wealth LLC",
      "name_as_filed": "EQUILIBRIUM WEALTH LLC",
      "url": "https://advisorcensus.com/firm/equilibrium-wealth-llc-wilmington-de-311940",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338093,
      "name": "Exds Capital",
      "name_as_filed": "EXDS CAPITAL",
      "url": "https://advisorcensus.com/firm/exds-capital-dover-de-338093",
      "city": "Dover",
      "state": "DE",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307172,
      "name": "Grey Fox Wealth Advisors, LLC",
      "name_as_filed": "GREY FOX WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/grey-fox-wealth-advisors-llc-rockland-de-307172",
      "city": "Rockland",
      "state": "DE",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147048,
      "name": "N1 Advisors",
      "name_as_filed": "N1 ADVISORS",
      "url": "https://advisorcensus.com/firm/n1-advisors-newark-de-147048",
      "city": "Newark",
      "state": "DE",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134952,
      "name": "Realta Investment Advisors, Inc",
      "name_as_filed": "REALTA INVESTMENT ADVISORS, INC",
      "url": "https://advisorcensus.com/firm/realta-investment-advisors-inc-wilmington-de-134952",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298390,
      "name": "Riversedge Advisors",
      "name_as_filed": "RIVERSEDGE ADVISORS",
      "url": "https://advisorcensus.com/firm/riversedge-advisors-wilmington-de-298390",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312048,
      "name": "Rockford Financial Planning",
      "name_as_filed": "ROCKFORD FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/rockford-financial-planning-wilmington-de-312048",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315477,
      "name": "SJL Financial LLC",
      "name_as_filed": "SJL FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/sjl-financial-llc-315477",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319289,
      "name": "Spearhead Administrative Services, LLC",
      "name_as_filed": "SPEARHEAD ADMINISTRATIVE SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/spearhead-administrative-services-llc-greenville-de-319289",
      "city": "Greenville",
      "state": "DE",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 269906,
      "name": "Swiss Alpine Wealth Management LLC",
      "name_as_filed": "SWISS ALPINE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/swiss-alpine-wealth-management-llc-wilmington-de-269906",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333345,
      "name": "Tristate Wealth Advisors",
      "name_as_filed": "TRISTATE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/tristate-wealth-advisors-newark-de-333345",
      "city": "Newark",
      "state": "DE",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300908,
      "name": "Wall ST LLC",
      "name_as_filed": "WALL ST LLC",
      "url": "https://advisorcensus.com/firm/wall-st-llc-300908",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334735,
      "name": "Wealth Wise Planning",
      "name_as_filed": "WEALTH WISE PLANNING",
      "url": "https://advisorcensus.com/firm/wealth-wise-planning-334735",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126520,
      "name": "Westover Capital Advisors, LLC",
      "name_as_filed": "WESTOVER CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/westover-capital-advisors-llc-wilmington-de-126520",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 21,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106909,
      "name": "Wilmington Trust Investment Advisors, Inc.",
      "name_as_filed": "WILMINGTON TRUST INVESTMENT ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/wilmington-trust-investment-advisors-inc-wilmington-de-106909",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 30,
      "raum_band": "over_5b",
      "compensation_types": [
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131880,
      "name": "Windmark Investment Partners, Inc.",
      "name_as_filed": "WINDMARK INVESTMENT PARTNERS, INC.",
      "url": "https://advisorcensus.com/firm/windmark-investment-partners-inc-wilmington-de-131880",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 21,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/de",
      "label": "Financial advisors in Delaware"
    },
    "fee_pages": [
      {
        "path": "/advisors/de/fee-only",
        "label": "Fee-only financial advisors in Delaware",
        "firm_count": 25
      },
      {
        "path": "/advisors/de/hourly",
        "label": "Hourly financial advisors in Delaware",
        "firm_count": 26
      }
    ],
    "metro_fee_pages": [
      {
        "path": "/advisors/de/dover/flat-fee",
        "firm_count": 3,
        "label": "Flat-fee financial advisors in Dover, DE"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}