Find a Financial Advisor in Dover, DE

 

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We did the hard work of finding trustworthy partners in Dover, DE.

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We Only Work With The Best Dover Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Dover, DE


  • Financial Advisor Close to Dover, DE

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Dover, DE


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Dover, DE

We evaluated over 13,000 RIA firms to bring you the best of the best Dover financial advisors.
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How Retirement-Friendly is Dover, DE?

  • Population: 37,523
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $188,300
  • Average Monthly Housing Cost: $1,069
  • Average Household Income: $63,489
  • Delaware Total Tax Burden: 6.21% (4th Lowest in U.S.)
  • Delaware Property Tax: 1.77% (4th Lowest in U.S.)
  • Delaware Individual Income Tax: 3.25% (8th Highest in U.S.)
  • Delaware Sales and Excise Tax: 1.19% (2nd Lowest in U.S.)



The Top Financial Advisor Firms in Dover, DE

 

WEALTH MANAGEMENT GROUP

Website

(302) 734-5826

220 Beiser Blvd

Dover, DE 19904

SEC#: 801-64413
Years in Business: 16 years

BIG INVESTMENT SERVICES

Website

(302) 734-7752

450 Kings Hwy N.E.

Dover, DE 19901

SEC#: 801-112462
Years in Business: 3 years

VICUS CAPITAL, INC.

Website

(302) 736-5005

15 Park Dr.

Dover, DE 19901

SEC#: 801-60628
Years in Business: 20 years

ALLSTATE FINANCIAL ADVISORS, LLC

Website

(302) 698-9272

500 Walnut Shade Rd Ste 1

Dover, DE 19901

SEC#: 801-68510
Years in Business: 14 years

 


Dover, DE Financial Advisor FAQs

A financial advisor can offer advice through reviews of finances statements, investing reviews and analysis reviews. Financial advisors are trained in several aspects of personal finance including investments, insurance and estate planning among others areas while some specialize in one or two areas while some do not focus at all on any particular area.
First and foremost, you'll want to find out what kinds of services your advisor offers. They might just give you general financial advice about retirement or they might offer more specific help with budgeting and investments. Then you'll need to figure out whether the cost of those services is worth it for the value they provide.
Financial advisors are typically looking to charge anywhere from one to four percent of your overall portfolio. This fee can sometimes be billed as a hourly charge, which might be at around $225-$400 an hour. Some advisors charge an annual fee, but these are typically paid by the client regardless of their performance.
First, examine their qualifications. Pay attention to the number of years they've had in practice and how many clients they've managed. Then look at how much work they're willing to do on your behalf before you hand over any money; will they meet with you first? And finally, if they mention professional designations like Certified Financial Planner or Certified Estate Planner then this tells you that their credentials are worth looking into further - but again, make sure their qualifications match what would be best for you.