Fee-only adviser · Mansfield, MA
Delphinus Financial Advisors, LLC
Delphinus Financial Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Mansfield, Massachusetts. On its latest Form ADV, filed January 26, 2026, it reports $157M in regulatory assets under management, 90 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 152952 · SEC file 801-129648 |
| Office | 56 Pratt Street Mansfield, MA 02048 |
| Phone | (781) 780-2439 |
| Website | www.delphinusfa.com |
| Regulatory assets under management | $157M |
| Individual clients | 26 non-high-net-worth, 64 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Mansfield
- Macdonald Wealth Management, LLC $38M
- Copper Beech Wealth Management $78M
- Carlson Planning Company $11M
See all 4 fee-only advisers in Mansfield →
Nearby
- Foxboro 2 firms
- Sharon 1 firm
- North Attleboro 3 firms
- Attleboro 1 firm
- Easton 1 firm
- So. Easton 1 firm
- Wrentham 3 firms
- Stoughton 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Delphinus Financial Advisors, LLC? Update this listing.