Delphi Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$55,244,250
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
79
41% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
79
Average account size
$699,294
About
Delphi Wealth Partners advises individuals (including high‑net‑worth clients), charitable organizations, and qualified retirement plans, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm also provides qualified-plan consulting, participant education and implementation support, and services to clients who want a self-directed brokerage window within a retirement plan.
The firm’s investment process relies on fundamental analysis to build client-specific strategies that reflect stated objectives, time horizon and risk tolerance, and includes ongoing monitoring, an annual planning update and quarterly “seasonal” strategy sessions (cash flow, tax management, investment strategy, and estate/insurance reviews). Delphi Wealth Partners serves retirement plans in both limited-scope (ERISA 3(21)) and discretionary (ERISA 3(38)) roles and has recently stopped offering non‑discretionary asset management, concentrating on discretionary relationships.
A distinctive feature is that the firm’s owner also operates a tax preparation practice (reported to represent roughly 10% of his time), a dual role disclosed in the brochure and managed through procedures and client disclosures. The firm also emphasizes client education—running participant education and group enrollment meetings and vendor-supported seminars/workshops—and offers specialized plan services such as one‑time self-directed brokerage account setup, services that are less common among similarly sized peers.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Income planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Mid-Career Professionals
Fee options
Qualified plan consulting services: Essential tier $750 annually, Mid-tier $1,500 annually, Comprehensive tier $2,500 annually; Self-Directed Brokerage Account Setup $5,000 one-time fee
$0 - $500,000: 1.00% annually $500,000 - $750,000: 0.90% annually $750,000 - $1,000,000: 0.80% annually $1,000,000 - $1,500,000: 0.75% annually $1,500,000 - $2,500,000: 0.65% annually $2,500,000+: 0.60% annually
$250 per hour with a minimum of 12 hours for financial planning and consulting
Fee-only: $250 per hour with a minimum of 12 hours for financial planning and consulting
Main office location
Delphi Wealth Partners
2066 Baseline Drive
Grand Junction CO 81507, United States
Number of offices
1
Most active in
Delphi Wealth Partners has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Florida · New York · Oregon · Texas · Washington
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:
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
Quick links
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