Michael Staman
Michael Staman is a CFP-designated registered investment advisor at Delaware Financial Planning, LLC, based in Newark, DE, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 55 clients.
Compensation
Firm Size
IM Fee
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.
Contact
Michael Staman
Location
Newark, DE
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Employment History
Current Registrations
Delaware Financial Planning, LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Waterhouse Investor Services, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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