Delaware Financial Planning offers personalized financial planning services designed to help clients evaluate their financial circumstances, set priorities, and make informed choices. Delaware Financial Planning does not manage investment portfolios or buy and sell securities on behalf of clients; instead, the firm focuses entirely on advice across areas like retirement planning, cash flow and debt management, tax strategies, employee benefits, college savings, estate planning coordination, and insurance review. Services are provided through ongoing relationships or one-time project engagements.
Fee Structure
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.
