Delaware Financial Planning, LLC (DFP) offers financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. DFP provides these services on a project basis or through ongoing engagements. DFP is a fee-only firm, meaning it only receives compensation from its clients for its services.
Fee Structure
Delaware Financial Planning offers ongoing financial planning for a recurring fixed fee ranging from $3,300 to $8,400 annually, paid monthly in advance at a rate of $275 to $700 per month. Most clients pay $5,700 annually ($475 per month). An initial fee of $1,500-$4,000 is collected for onboarding and information gathering.
Delaware Financial Planning offers project-based financial planning for a fixed fee ranging from $1,200 to $10,000, but clients generally pay a fee of $4,000-$6,500. They also offer an hourly fee of $400 for certain project-based engagements.
