Delphi Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$58,050,002
Clients
80
Advisors
1
of 2 employees
About
Delphi Wealth Partners is a small, independent advisory firm that primarily serves individual clients—including high‑net‑worth households—alongside charitable organizations and employer retirement plans. The firm provides financial planning, ongoing portfolio management (both discretionary and non‑discretionary) and advisory services for participants and plan sponsors of workplace retirement plans.
The firm’s investment process relies on fundamental analysis and third‑party research (including Morningstar) to build asset allocations and select investments, and it supplements research with artificial‑intelligence tools that are reviewed by the adviser before use. Planning and client engagement follow a documented seasonal model with an annual planning update and on‑demand support, and the firm can serve as either an ERISA 3(21) advisor or a discretionary 3(38) investment manager for retirement plans.
Compared with many single‑advisor independents, the firm maintains an affiliated tax‑preparation practice (the owner is an IRS PTIN holder, not a CPA) and provides corporate and pension/profit‑sharing plan consulting, including participant education and group workshops. The brochure discloses the tax‑preparation activity’s seasonal time commitment and that those services are billed separately, and it describes written procedures intended to mitigate conflicts of interest when recommending affiliated services.
Client services
Expertise
Occupation focus
Fee options
Flat fees ranging from $750 to $15,000 for employer plan advisory services and plan setup, depending on complexity.
Under $500,000 - $499,999: 0.90% annually $500,000 - $749,999: 0.80% annually $750,000 - $999,999: 0.70% annually $1,000,000 - $1,499,999: 0.65% annually $1,500,000 - $2,499,999: 0.55% annually $2,500,000+: 0.50% annually
Financial planning and consulting at $250 per hour with a minimum of 12 hours.
Fee-only: Financial planning and consulting charged at $250 per hour with a minimum of 12 hours.
Main office
Grand Junction CO
Advisors at this office
1
Most active in
Arizona · California · Colorado · Florida · New York · Oregon · Texas · Washington
Also doing business as
Delphi Wealth Partners · West Slope Advisory Services LLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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