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Featured Business Financial Advisor in Wilmington, DE
Wilmington Financial Advisors
Affinity Wealth Management
1702 Lovering Ave
Wilmington, DE 19806
(302) 254-6121
“Trusted Financial Counsel Since 1974”
Advisor Profile
Peter F. Gaertner, CFP, CDFA, MBA
Name:  Peter F. Gaertner, CFP, CDFA, MBA
Phone Number:  (302) 254-6121
Website:  Visit Website
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About Affinity Wealth Management

Affinity Wealth Management is a full service, independent Wealth
Management firm that has been serving successful individuals,
families, and small businesses since 1974. We have clientele
that spans the country. Affinity Wealth Management provides
needs-based financial services to help clients meet their
personal and financial goals.At AWM, we utilize a
proprietary investment strategy that has stood the test of time.
This strategy has been the key to our client's success. In fact,
for several consecutive years, Affinity Wealth Management has
been recognized by the prestigious Bloomberg Wealth Manager
Magazine as one of the top wealth managers in the nation. What's
more, the Better Business Bureau of Delaware awarded us with the
Torch Award for high marketplace ethics. AWM's approach to
market analysis is disciplined, focused, and relentlessly
thorough. Our goal is to deliver equity-like returns with less
risk than you would otherwise be able to achieve. Capital
preservation is implicit in our investment approach.
 

General Information

Gender:    Male
CRD#:    5715758
Firm CRD#:    105840
Name of Broker/Dealer:    Coastal Equities, Inc.
Name of Custodial Firm:    TD Ameritrade and Charles Schwab
States Licensed in:    DE
States Willing to do Business in:    Any
Years of Experience in Financial Services:    9
Number of Years with Current Firm:    3
I work with the following types of clients:    Individual Investors, Businesses
Foreign Languages Serviced:    German
 

Services

Investment Types:    Bonds, Stocks, Exchange Traded Funds (ETFs), Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Divorce Financial Analyst(CDFA)
Securities Licenses:    Series 63, Series 7
Insurance and Annuity Licenses:    Disability, Variable Life, Variable Annuity, Life
Financial Organization Memberships:    Paladin Registry, Financial Planning Association (FPA)
 

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 & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets
Additional Details on Charges:    1.25% up to $300,000
1.15% from $300,000 to $500,000
1.00 $500,000+
$1,000,000 + negotiable
Minimum Fee Charged for Managed Accounts:    na
Minimum Fee Charged for Hourly Planning Accounts:    na
Minimum Fee Charged for Flat Fee Accounts:    na
 
 
 
Prepared By: Peter F. Gaertner, CFP, CDFA, MBA

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