Affinity Wealth Management, Inc.

Affinity Wealth Management, Inc. (CRD# 105840) is a financial advisory firm headquartered in Wilmington, DE. They manage $316,714,262 in 1,317 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    317
    MILLION
  • Total Number of Accounts
    1,317
    ACCOUNTS
  • Average Account Value
    $240,482
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, GA, MD, NJ, NY, PA, SC, TX, VA

Financial Advisors at Affinity Wealth Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Peter F. Gaertner
CRD#: 5715758
1702 Lovering Avenue, Wilmington, DE 19806
103
Wealthminder
score

Peter Gaertner (CRD# 5715758) is an Investment Advisor Representative working at Affinity Wealth Management, Inc. in Wilmington, DE and has over 8 years of experience in the finance industry. Peter Gaertner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
James E. Hall
CRD#: 1753467
1702 Lovering Ave., Wilmington, DE 19806
96
Wealthminder
score

James Hall (CRD# 1753467) is an Investment Advisor Representative working at Affinity Wealth Management, Inc. in Wilmington, DE and has over 28 years of experience in the finance industry. James Hall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brendan J. McPoyle
CRD#: 4322013
1702 Lovering Avenue, Wilmington, DE 19806
96
Wealthminder
score

Brendan McPoyle (CRD# 4322013) is an Investment Advisor Representative working at Affinity Wealth Management, Inc. in Wilmington, DE and has over 15 years of experience in the finance industry. Brendan McPoyle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Donald J. Kalil
CRD#: 1525800
1702 Lovering Ave., Wilmington, DE 19806
93
Wealthminder
score

Donald Kalil (CRD# 1525800) is an Investment Advisor Representative working at Affinity Wealth Management, Inc. in Wilmington, DE and has over 23 years of experience in the finance industry.

5
James Kalil
CRD#: 1736240
1702 Lovering Ave., Wilmington, DE 19806
93
Wealthminder
score

James Kalil (CRD# 1736240) is an Investment Advisor Representative working at Affinity Wealth Management, Inc. in Wilmington, DE and has over 23 years of experience in the finance industry.

6
Raymond Manza
CRD#: 4345011
1702 Lovering Ave., Wilmington, DE 19806
93
Wealthminder
score

Raymond Manza (CRD# 4345011) is an Investment Advisor Representative working at Affinity Wealth Management, Inc. in Wilmington, DE and has over 17 years of experience in the finance industry.

7
Patrick R. Barrera
CRD#: 4249840
1702 Lovering Avenue, Wilmington, DE 19806
90
Wealthminder
score

Patrick Barrera (CRD# 4249840) is an Investment Advisor Representative working at Affinity Wealth Management, Inc. in Wilmington, DE and has over 17 years of experience in the finance industry.

8
Stephen E. Gibson
CRD#: 1350488
1702 Lovering Avenue, Wilmington, DE 19806
83
Wealthminder
score

Stephen Gibson (CRD# 1350488) is an Investment Advisor Representative working at Affinity Wealth Management, Inc. in Wilmington, DE and has over 24 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.