Featured Business Financial Advisor in Wilmington, DE
Wilmington Financial Advisors
Affinity Wealth Management, LLC
2961 Centerville Rd, Suite 310
Wilmington, DE 19808
(302) 254-6121
“Live your best life possible!”
Advisor Profile
Peter F. Gaertner, CFP, CDFA, MBA
Name:  Peter F. Gaertner, CFP, CDFA, MBA
Phone Number:  (302) 254-6121
Website:  Visit Website

About Affinity Wealth Management, LLC

Affinity Wealth Management, LLC is a full service, independent
Wealth Management firm that has been serving successful
individuals, their families, and small businesses since 1974.
Our core values are Clients' interests first, Curiosity in
learning and thinking out of the box, Commitment to
anticipating changes, Compassion for our clients and their
specific circumstances, Collaboration with other professionals
and Community service.
What makes us different is our disciplined process when it
comes to helping our clients.
As a prospective client, your advisor will spend the first
meeting completing our Discovery Meeting process during which
you will learn a lot about AWM and your potential advisor. At
the same time, it allows for us to get to know you, your
financial goals and hopes for the future to determine whether
there could be a fit and we can add value to your situation.
Once mutual interest has been confirmed, an investment plan
meeting will be scheduled to review your current situation and
come up with a financial strategy as recommend by a CERTIFIED
FINANCIAL PLANNER specialist going forward. Our goal is to
make the sometimes overwhelming and complex process of full-
service financial planning as simple as possible for our
clients and offer a truly unmatched experience doing it.
 

General Information

Gender:    Male
CRD#:    5715758
Firm CRD#:    105840
Name of Broker/Dealer:    MerCap Securities, Inc.
Name of Custodial Firm:    TD Ameritrade
States Licensed in:    DE
States Willing to do Business in:    Any
Years of Experience in Financial Services:    10
Number of Years with Current Firm:    5
I work with the following types of clients:    Individual Investors, Businesses
Foreign Languages Serviced:    German
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks
I can meet clients in the following ways:    Via email, At your home, At your office, At my office, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Divorce Financial Analyst(CDFA)
Securities Licenses:    Series 63, Series 7
Insurance and Annuity Licenses:    Variable Life, Life, Variable Annuity, Disability
Financial Organization Memberships:    Society of Financial Services Professionals, Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Rotary Club
 

Firm Information

Advisor's Number of Clients:    100
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets
Additional Details on Charges:    $3,750.00 up to $300,000
1.25% from $300,001 to $500,000
1.10% $500,001 to $1,000,000
1.00% $1,000,001 to $2,000,000
0.90% $2,000,001 to $5,000,000
0.80% $5,000,001 to $10,000,000
0.50% $10,000,000 +
Minimum Fee Charged for Managed Accounts:    $3,750.00
Minimum Fee Charged for Hourly Planning Accounts:    $1,500
Minimum Fee Charged for Flat Fee Accounts:    na
 
 
 
Prepared By: Peter F. Gaertner, CFP, CDFA, MBA

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