Michael Staman

Delaware Financial Planning charges an ongoing annual fee generally ranging from $5,400 to $9,000, with most clients paying around $6,600 per year, billed monthly in advance. There is typically an initial setup fee ranging from $1,500 to $4,000 (with most clients paying $2,500) that covers the initial review and analysis. This ongoing service provides continuous financial planning, periodic reviews, and proactive recommendations over time.

• Comprehensive project-based financial plan — $4,000 to $8,000 (most clients pay $5,000 to $6,500), covering a broad review of your financial circumstances, strategy discussions, and a written action plan.
• Limited-scope project-based planning — $450 per hour with a 3-hour minimum engagement (most engagements take 5 to 10 hours), focusing on specific financial topics or questions.