# Flat-fee financial advisors in Delaware

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/de/flat-fee

## At a glance

- Investment advisory firms: 37
- Registration: SEC-registered investment adviser: 26, State-registered investment adviser: 11
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 16 (43%); Percentage of assets 32 (86%); Hourly charges 22 (59%); Subscription fees (newsletter or periodical) 2 (5%); Fixed fees 37 (100%); Performance-based fees 5 (14%); Other 4 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 6 (16%); $25 million to $100 million 4 (11%); $100 million to $500 million 10 (27%); $500 million to $1 billion 6 (16%); $1 billion to $5 billion 2 (5%); Over $5 billion 4 (11%); Not reported 5 (14%)
- Years registered: Under 5 years 14 (38%); 5 to 9 years 10 (27%); 10 to 19 years 6 (16%); 20 years or more 7 (19%)

## Firms (page 1 of 1, 1 to 37 of 37, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [8FIGURES](https://advisorcensus.com/firm/8figures-dover-de-337941) ([md](https://advisorcensus.com/firm/8figures-dover-de-337941.md)) | 337941 | Dover, DE | SEC-registered investment adviser | Not reported | 0 | Fixed fee |
| [Affinity Wealth Management LLC](https://advisorcensus.com/firm/affinity-wealth-management-llc-wilmington-de-290735) ([md](https://advisorcensus.com/firm/affinity-wealth-management-llc-wilmington-de-290735.md)) | 290735 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [AGE Wisely Financial](https://advisorcensus.com/firm/age-wisely-financial-331644) ([md](https://advisorcensus.com/firm/age-wisely-financial-331644.md)) | 331644 | Not reported, Not reported | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [AJP Financial Services, LLC](https://advisorcensus.com/firm/ajp-financial-services-llc-wilmington-de-290623) ([md](https://advisorcensus.com/firm/ajp-financial-services-llc-wilmington-de-290623.md)) | 290623 | Wilmington, DE | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [Artais Capital Management, LLC](https://advisorcensus.com/firm/artais-capital-management-llc-rehoboth-beach-de-148331) ([md](https://advisorcensus.com/firm/artais-capital-management-llc-rehoboth-beach-de-148331.md)) | 148331 | Rehoboth Beach, DE | State-registered investment adviser | Under $25 million | 17 | % of assets, Fixed fee |
| [Axion Financial Group LLC](https://advisorcensus.com/firm/axion-financial-group-llc-bethany-beach-de-154991) ([md](https://advisorcensus.com/firm/axion-financial-group-llc-bethany-beach-de-154991.md)) | 154991 | Bethany Beach, DE | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Fixed fee, Other |
| [Back Bay Financial Planning & Investments](https://advisorcensus.com/firm/back-bay-financial-planning-and-investments-bethany-beach-de-335236) ([md](https://advisorcensus.com/firm/back-bay-financial-planning-and-investments-bethany-beach-de-335236.md)) | 335236 | Bethany Beach, DE | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [BDFS Capital LLC](https://advisorcensus.com/firm/bdfs-capital-llc-rehoboth-beach-de-287680) ([md](https://advisorcensus.com/firm/bdfs-capital-llc-rehoboth-beach-de-287680.md)) | 287680 | Rehoboth Beach, DE | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Benchmark Financial, LLC](https://advisorcensus.com/firm/benchmark-financial-llc-wilmington-de-297443) ([md](https://advisorcensus.com/firm/benchmark-financial-llc-wilmington-de-297443.md)) | 297443 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Blackrock Capital Investment Advisors, LLC](https://advisorcensus.com/firm/blackrock-capital-investment-advisors-llc-wilmington-de-290336) ([md](https://advisorcensus.com/firm/blackrock-capital-investment-advisors-llc-wilmington-de-290336.md)) | 290336 | Wilmington, DE | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Fixed fee |
| [Blackrock Capital Management, Inc.](https://advisorcensus.com/firm/blackrock-capital-management-inc-wilmington-de-108069) ([md](https://advisorcensus.com/firm/blackrock-capital-management-inc-wilmington-de-108069.md)) | 108069 | Wilmington, DE | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee, Performance fee |
| [Blue Rock Financial Group](https://advisorcensus.com/firm/blue-rock-financial-group-rehoboth-beach-de-298558) ([md](https://advisorcensus.com/firm/blue-rock-financial-group-rehoboth-beach-de-298558.md)) | 298558 | Rehoboth Beach, DE | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Brandywine Managers, LLC](https://advisorcensus.com/firm/brandywine-managers-llc-hockessin-de-137388) ([md](https://advisorcensus.com/firm/brandywine-managers-llc-hockessin-de-137388.md)) | 137388 | Hockessin, DE | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Fixed fee, Performance fee |
| [Cagr Finance LLC](https://advisorcensus.com/firm/cagr-finance-llc-lewes-de-337809) ([md](https://advisorcensus.com/firm/cagr-finance-llc-lewes-de-337809.md)) | 337809 | Lewes, DE | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Capital Markets IQ, LLC](https://advisorcensus.com/firm/capital-markets-iq-llc-wilmington-de-134921) ([md](https://advisorcensus.com/firm/capital-markets-iq-llc-wilmington-de-134921.md)) | 134921 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee, Performance fee |
| [Clariti Wealth Advisors](https://advisorcensus.com/firm/clariti-wealth-advisors-wilmington-de-104804) ([md](https://advisorcensus.com/firm/clariti-wealth-advisors-wilmington-de-104804.md)) | 104804 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 43 | % of assets, Hourly, Fixed fee |
| [CSG Financial](https://advisorcensus.com/firm/csg-financial-dover-de-330894) ([md](https://advisorcensus.com/firm/csg-financial-dover-de-330894.md)) | 330894 | Dover, DE | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Delaware Advisory Group, Inc.](https://advisorcensus.com/firm/delaware-advisory-group-inc-wilmington-de-326933) ([md](https://advisorcensus.com/firm/delaware-advisory-group-inc-wilmington-de-326933.md)) | 326933 | Wilmington, DE | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Delaware Wealth Planners](https://advisorcensus.com/firm/delaware-wealth-planners-wilmington-de-306818) ([md](https://advisorcensus.com/firm/delaware-wealth-planners-wilmington-de-306818.md)) | 306818 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Diversified, LLC](https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709) ([md](https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709.md)) | 331709 | Wilmington, DE | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee, Other |
| [Donald W. Nicholson & Associates Ltd](https://advisorcensus.com/firm/donald-w-nicholson-and-associates-ltd-wilmington-de-107054) ([md](https://advisorcensus.com/firm/donald-w-nicholson-and-associates-ltd-wilmington-de-107054.md)) | 107054 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee |
| [Equilibrium Wealth LLC](https://advisorcensus.com/firm/equilibrium-wealth-llc-wilmington-de-311940) ([md](https://advisorcensus.com/firm/equilibrium-wealth-llc-wilmington-de-311940.md)) | 311940 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Exds Capital](https://advisorcensus.com/firm/exds-capital-dover-de-338093) ([md](https://advisorcensus.com/firm/exds-capital-dover-de-338093.md)) | 338093 | Dover, DE | SEC-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Subscription, Fixed fee |
| [Grey Fox Wealth Advisors, LLC](https://advisorcensus.com/firm/grey-fox-wealth-advisors-llc-rockland-de-307172) ([md](https://advisorcensus.com/firm/grey-fox-wealth-advisors-llc-rockland-de-307172.md)) | 307172 | Rockland, DE | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [N1 Advisors](https://advisorcensus.com/firm/n1-advisors-newark-de-147048) ([md](https://advisorcensus.com/firm/n1-advisors-newark-de-147048.md)) | 147048 | Newark, DE | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Fixed fee |
| [Realta Investment Advisors, Inc](https://advisorcensus.com/firm/realta-investment-advisors-inc-wilmington-de-134952) ([md](https://advisorcensus.com/firm/realta-investment-advisors-inc-wilmington-de-134952.md)) | 134952 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Riversedge Advisors](https://advisorcensus.com/firm/riversedge-advisors-wilmington-de-298390) ([md](https://advisorcensus.com/firm/riversedge-advisors-wilmington-de-298390.md)) | 298390 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Rockford Financial Planning](https://advisorcensus.com/firm/rockford-financial-planning-wilmington-de-312048) ([md](https://advisorcensus.com/firm/rockford-financial-planning-wilmington-de-312048.md)) | 312048 | Wilmington, DE | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [SJL Financial LLC](https://advisorcensus.com/firm/sjl-financial-llc-315477) ([md](https://advisorcensus.com/firm/sjl-financial-llc-315477.md)) | 315477 | Not reported, Not reported | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee |
| [Spearhead Administrative Services, LLC](https://advisorcensus.com/firm/spearhead-administrative-services-llc-greenville-de-319289) ([md](https://advisorcensus.com/firm/spearhead-administrative-services-llc-greenville-de-319289.md)) | 319289 | Greenville, DE | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee, Performance fee |
| [Swiss Alpine Wealth Management LLC](https://advisorcensus.com/firm/swiss-alpine-wealth-management-llc-wilmington-de-269906) ([md](https://advisorcensus.com/firm/swiss-alpine-wealth-management-llc-wilmington-de-269906.md)) | 269906 | Wilmington, DE | SEC-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Tristate Wealth Advisors](https://advisorcensus.com/firm/tristate-wealth-advisors-newark-de-333345) ([md](https://advisorcensus.com/firm/tristate-wealth-advisors-newark-de-333345.md)) | 333345 | Newark, DE | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Wall ST LLC](https://advisorcensus.com/firm/wall-st-llc-300908) ([md](https://advisorcensus.com/firm/wall-st-llc-300908.md)) | 300908 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Subscription, Fixed fee, Performance fee |
| [Wealth Wise Planning](https://advisorcensus.com/firm/wealth-wise-planning-334735) ([md](https://advisorcensus.com/firm/wealth-wise-planning-334735.md)) | 334735 | Not reported, Not reported | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Westover Capital Advisors, LLC](https://advisorcensus.com/firm/westover-capital-advisors-llc-wilmington-de-126520) ([md](https://advisorcensus.com/firm/westover-capital-advisors-llc-wilmington-de-126520.md)) | 126520 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [Wilmington Trust Investment Advisors, Inc.](https://advisorcensus.com/firm/wilmington-trust-investment-advisors-inc-wilmington-de-106909) ([md](https://advisorcensus.com/firm/wilmington-trust-investment-advisors-inc-wilmington-de-106909.md)) | 106909 | Wilmington, DE | SEC-registered investment adviser | Over $5 billion | 30 | % of assets, Fixed fee |
| [Windmark Investment Partners, Inc.](https://advisorcensus.com/firm/windmark-investment-partners-inc-wilmington-de-131880) ([md](https://advisorcensus.com/firm/windmark-investment-partners-inc-wilmington-de-131880.md)) | 131880 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Delaware?**
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.

**How many fee-only financial advisors are in Delaware?**
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.

**How many financial advisors in Delaware offer financial planning?**
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.

**Are the financial advisors in Delaware fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Delaware](https://advisorcensus.com/advisors/de) (https://advisorcensus.com/advisors/de.md)
- [Fee-only financial advisors in Delaware](https://advisorcensus.com/advisors/de/fee-only) (https://advisorcensus.com/advisors/de/fee-only.md)
- [Hourly financial advisors in Delaware](https://advisorcensus.com/advisors/de/hourly) (https://advisorcensus.com/advisors/de/hourly.md)
- [Flat-fee financial advisors in Dover, DE](https://advisorcensus.com/advisors/de/dover/flat-fee) (https://advisorcensus.com/advisors/de/dover/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Delaware: 37 firms from Form ADV filings as of October 2026.