Delaware Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Delaware Advisory Group serves individuals, high-net-worth clients, and business entities by acting as a co-adviser on a platform managed by Flexible Plan Investments, LTD and by providing financial planning and hourly consulting services. The firm does not directly manage client assets or sponsor wrap-fee programs; account management and custody are handled through the co-adviser and its designated custodian.
The firm’s process centers on documenting client objectives, conducting suitability analyses, assisting with account paperwork, and monitoring the co-adviser’s strategies and performance on an ongoing basis. It also prepares comprehensive financial plans and offers topic-specific consultations, updating plans on request or as client circumstances change.
Noteworthy aspects include an affiliation with insurance and tax/estate-planning businesses and acceptance of external compensation for insurance products, which the brochure identifies and says is mitigated through disclosures and fiduciary procedures. The firm operates at a very small scale (one advisor with a handful of clients) and emphasizes a consultative, co-advisory model rather than direct portfolio management.
Client services
Expertise
Fee options
1.0% annually
Commissions on insurance products sold by William Curry as a licensed insurance agent
$350 per hour for financial planning services
Main office
701 Foulk Road, Suite 2 G
Wilmington DE 19803
Advisors at this office
1
Most active in
Delaware · Pennsylvania
Also doing business as
Delaware Advisory Group, Inc. · Wealth Wisdom Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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