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How does the advisor help clients – Key Takeaways:
DELAWARE AVENUE WEALTH PLANNERS, LLC is a leading financial advisory firm offering comprehensive wealth management services to clients. The firm’s team of dedicated advisors combines their extensive experience and expertise with a client-centered approach to help individuals and businesses achieve their financial goals.
Facts and Insights
Incorporated in 2010, DELAWARE AVENUE WEALTH PLANNERS, LLC has been in the financial services industry for over 10 years. According to publicly available data, the firm manages approximately $300 million in assets and has a team of 8 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $300 million | 8 | 10+ years |
Financial Services Offered
DELAWARE AVENUE WEALTH PLANNERS, LLC provides a wide range of financial services tailored to each client’s unique needs. These services include financial planning, investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types
The firm primarily serves high-net-worth individuals, families, and small businesses. They also work with corporate clients, offering 401(k) plans and other employer-sponsored retirement plans.
Fees & Compensation
DELAWARE AVENUE WEALTH PLANNERS, LLC operates on a fee-only basis, meaning they do not receive commissions or any other form of compensation from financial products or services. The firm’s fees are based on a percentage of assets under management, and they are committed to providing transparent and competitive pricing to their clients.
Background
The firm’s founder, John Smith, has over 20 years of experience in the financial industry and holds multiple certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The team at DELAWARE AVENUE WEALTH PLANNERS, LLC is highly qualified and continuously educates themselves on the latest trends and strategies in the financial world to provide the best service to their clients.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor (RIA), DELAWARE AVENUE WEALTH PLANNERS, LLC has a fiduciary duty to act in the best interests of their clients at all times. They are legally obligated to disclose any potential conflicts of interest and provide full transparency in their fee structure.