Delaware Advisory Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$0
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
Financial planning
Selection of other advisers
Expertise
General retirement planning
General tax planning
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 location
Delaware Advisory Group, Inc.
701 Foulk Road, Suite 2 G
Wilmington DE 19803, United States
Number of offices
1
Most active in
Delaware Advisory Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Delaware · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")