Delphinus Financial Advisors is a registered investment advisor that specializes in holistic financial planning, ongoing investment management, and tax planning and preparation for individuals and families. Founded in 2010 and based in Mansfield, Massachusetts, Delphinus Financial Advisors operates as a fee-only firm, meaning they do not sell insurance or investment products or accept commissions. Incoming clients engage Delphinus Financial Advisors for ongoing financial planning, with the option to add investment management and tax preparation services. Delphinus Financial Advisors tailors all services to each client's unique objectives, risk tolerance, and time horizon, while legally acting in the best interest of their clients.
Fee Structure
Delphinus Financial Advisors offers ongoing investment management as an add-on service when you engage them for ongoing financial planning. They do not offer investment management as a standalone service. Delphinus Financial Advisors charges a fixed annual fee for their bundled services, which is billed monthly in advance and based on the complexity of your financial situation and the scope of services needed.
