Delphinus Financial Advisors, LLC
Assets Under Management
$132.6M
Number of Clients
91
Number of Advisors
2
Average Client AUM
$1.5M
AUM per Advisor
$66.3M
Compensation
Fixed/Hourly
About This Firm
Delphinus Financial Advisors, LLC is a fee-only firm specializing in holistic financial planning and investment advisory services for individuals and families. They offer financial planning, investment management, and tax planning & preparation, all tailored to the client’s unique objectives. They do not sell insurance or investment products, nor do they accept commissions.
Fee Structure
This firm charges a fixed annual fee for its services, determined by the complexity of your financial situation and the scope of services you need. The fee is billed monthly, in advance, and can be deducted directly from your account. Additional charges may apply for amended tax returns or additional tax returns for dependents. Fees are generally not negotiable.
Areas of Practice
Location
56 Pratt Street, Mansfield, MA, 02048
