AXION FINANCIAL GROUP LLC
Bethany Beach, DE
AUM
$47.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
267-261-4177
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in DE
38 advisers found
AUM
$35.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
2563677834
TRISTATE WEALTH ADVISORS
Newark, DE
AUM
$27.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(302) 556-6556
AUM
$24.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
888-812-4099
ANNOVA LLC
Wilmington, DE
AUM
$19.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
302-668-5300
CSG FINANCIAL
Dover, DE
AUM
$15.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(302) 678-8701
MAI CAPITAL ADVISOR
Rehoboth Beach, DE
AUM
$2.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Commissions
(302) 212-5221
AUM
$172K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
+13023425079
DELAWARE ADVISORY GROUP, INC.
Wilmington, DE
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
302-651-9191
AUM
$187.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
410-592-8936
Full profileNo website
AUM
$107.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
302-235-1284
Full profileNo website
JPL ASSET MANAGEMENT AND PLANNING, LLC
Newark, DE
AUM
$97.0M
Financial PlanningWealth MgmtRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
302-594-0881
Full profileNo website
CUBETECH CAPITAL, LLC
New Territories, DE
AUM
$18.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
+852-60470681
Full profileNo website
CREATIVE FINANCIAL CONCEPTS, INC.
Wilmington, DE
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; % OF ASSETS MANAGED BY OTHER MANAGERS
302-478-9690
Full profileNo website
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