Delaware Wealth Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$189,318,976
Clients
89
Advisors
3
of 4 employees
About
Delaware Wealth Planners serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, cash-management programs, family-office bookkeeping and pension consulting. The firm’s brochure notes that it may accept fiduciary roles for retirement plans, including acting as a 3(21) co‑fiduciary or a 3(38) investment manager when engaged by plan sponsors.
The firm generally provides discretionary management and may use third‑party, sub‑advised strategies (including SEI managed account solutions) as part of its implementation process, and describes the use of multiple analytical approaches such as modern portfolio theory, fundamental, quantitative and technical analysis. Its investment menu is broad and includes mutual funds, fixed income, REITs, private equity, ETFs (including bitcoin ETFs and ETFs that may employ derivatives), and the firm discloses the use of margin and short‑term trading in appropriate accounts.
Delaware Wealth Planners discloses several relationships and compensation arrangements that distinguish it from many peers: certain representatives are licensed to sell insurance and may offer commissionable products (the brochure discloses this conflict of interest), and the firm outlines revenue‑sharing and referral arrangements tied to cash and lending solutions offered through third‑party providers. The brochure also describes the firm’s practice of providing performance information to clients and explains the potential conflicts these product and referral arrangements create and how the firm addresses them.
Client services
Expertise
Fee options
Financial planning fixed fees range from $199 to $4,999
$0+: 0.25% to 1.50% annually for portfolio management fees $0+: Up to 1.50% annually for selection of other advisors fees $0+: 1.00% annually for pension consulting fees
Financial planning hourly fees range from $100 to $400 per hour
Fee-only: Financial planning fees fixed: $199 to $4,999; hourly: $100 to $400 per hour
Main office
2301 Pennsylvania Avenue
Wilmington DE 19806
Advisors at this office
3
Most active in
Delaware · Maryland · Pennsylvania
Also doing business as
Delaware Avenue Wealth Planners, LLC · Delaware Wealth Planners
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Quick links
Advisors at this firm
Damon N
Series 65
Wilmington, DE
Delaware Wealth Planners
Damon Nickle is a financial advisor with Delaware Wealth Planners in Wilmington, DE, holding a Series 65 credential and 15 years of industry experience. His prior roles include 11 years at Biddle Capital Management and five years at Delaware Avenue Wealth Planners, LLC. He also works as an independent insurance agent specializing in fixed products. Delaware Wealth Planners serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and pension consulting with a broad investment menu and multiple analytical approaches.
Brent B
Series 65, Series 66
Wilmington, DE
Delaware Wealth Planners
Brent Bonstingl is a financial advisor with Delaware Wealth Planners in Wilmington, DE, holding Series 65 and Series 66 licenses and 13 years of industry experience. He has worked at Delaware Avenue Wealth Planners, LLC since 2013 and at Penn Investment Advisors, Inc. from 2014 to 2021. In addition to his advisory role, he works as an independent insurance agent specializing in fixed products. Delaware Wealth Planners serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs multiple analytical approaches and a broad investment menu, including third-party sub-advised strategies, and may act as a fiduciary for retirement plans.
Timothy H
CFP®, Series 65
Wilmington, DE
Delaware Wealth Planners
Timothy Humphreys is a CFP® with 14 years of industry experience, currently advising at Delaware Wealth Planners in Wilmington, DE. His prior work includes roles at Eagleview Advisors and Delaware Avenue Wealth Planners, alongside entrepreneurial ventures such as owning and advising multiple businesses including a business consulting firm and several service companies. Delaware Wealth Planners serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs multiple analytical investment approaches and a broad range of strategies, including the use of third-party sub-advisors and alternative investment vehicles.
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