Top Financial Advisors in Lewes, DE

Q: How much does a financial advisor cost in Lewes?

The median advisory fee in Lewes, DE is 1.45% of assets under management.

Q: How many fee-only advisors are in Lewes?

There are 30 fee-only financial advisors in Lewes, DE, representing 50.8% of all advisors in the area.

Q: What credentials should I look for in a Lewes financial advisor?

The most common professional designation among Lewes advisors is the CFP (Certified Financial Planner), held by 14 advisors.

30 fee-only14 CFP certifiedMedian fee: 1.45% on $500K

Top Advisors in Lewes

CFP

Median Advisor Fee

Lewes1.45%

National1.15%

26% above the national median

Portfolio: $500K

$0$500K$1M$5M$20M

Compensation Types

Fee-Only50.8%

Includes Commission49.2%

Top Credentials

CFP14 advisors

Frequently Asked Questions

How much does a financial advisor cost in Lewes?

The median advisory fee in Lewes, DE is 1.45% of assets under management. This is 26% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Lewes?

There are 30 fee-only financial advisors in Lewes, DE, representing 50.8% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Lewes financial advisor?

The most common professional designation among Lewes advisors is the CFP (Certified Financial Planner), held by 14 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.