DELAWARE ADVISORY GROUP, INC.

Overview

Delaware Advisory Group, Inc. is a small, independent registered investment adviser that focuses on serving individual and family clients. The firm offers financial planning and acts as a capital allocator: rather than running a large in-house asset management platform, it selects outside managers and investment vehicles on behalf of clients. Its fee structure is oriented toward project and advisory work — hourly charges and fixed fees — which suggests a planning-first relationship model rather than an asset-based billing approach. The adviser is not positioned as an ESG investor and does not operate as a multi-state adviser. Its regulatory profile and business description indicate a lightweight, consultative practice that leans on third-party managers and product solutions rather than operating a broad, vertically integrated asset-management lineup.

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