Fee-only adviser · Wilmington, DE
Stratfi
Stratfi is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Wilmington, Delaware. On its latest Form ADV, filed August 27, 2026, it reports $115M in regulatory assets under management, 87 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 | 164744 · SEC file 801-134073 |
| Office | 1201 N. Orange Suite 742 Wilmington, DE 19801 |
| Phone | (302) 884-6742 |
| Website | www.stratfi.com |
| Regulatory assets under management | $115M |
| Individual clients | 41 non-high-net-worth, 46 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 27, 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.
- It also charges a percentage of assets managed for ongoing investment management.
- 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 Wilmington
- Affinity Wealth Management LLC $873M
- Riversedge Advisors $928M
- Clariti Wealth Advisors $798M
- Westover Capital Advisors, LLC $653M
- Donald W. Nicholson & Associates Ltd $171M
- Rockford Financial Planning $80M
See all 17 fee-only advisers in Wilmington →
Nearby
- Montchanin 1 firm
- Rockland 1 firm
- Chadds Ford 7 firms
- Newark 2 firms
- Chester Heights 1 firm
- Glen Mills 2 firms
- Kennett Square 2 firms
- Media 6 firms
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