Brent Bonstingl
Brent Bonstingl is a registered investment advisor at Delaware Wealth Planners, based in Wilmington, DE, with 13 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 102 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Delaware Wealth Planners offers investment management services where fees range from 0.25% to 1.50% of the value of your portfolio annually. The exact fee depends on the services provided, including whether a third-party money manager or sub-advisor is used. These fees are negotiable.
Location
2301 Pennsylvania Avenue, Wilmington, DE, 19806
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brent works as an independent insurance agent, selling fixed insurance products.
Employment History
Current Registrations
Delaware Wealth Planners
Previous Registrations
Penn Investment Advisors, INC.
Eagleview Securities, INCBroker
Ing Financial Partners, INC.Broker
Trillium Trading LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.