Delta Financial Advisors, Inc.

Delta Financial Advisors, Inc. (CRD# 121907) is a financial advisory firm headquartered in Kensington, MD. They manage $85,000,000 in 179 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $474,860
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
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.

MD, NC, VA

Financial Advisors at Delta Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Beverly A. Fischetti
CRD#: 1066558
10539 Metropolitan Avenue, Kensington, MD 20895
96
Wealthminder
score

Beverly Fischetti (CRD# 1066558) is an Investment Advisor Representative working at Delta Financial Advisors, Inc. in Kensington, MD and has over 31 years of experience in the finance industry. Beverly Fischetti 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.

2
Joseph A. Fischetti
CRD#: 2748841
10539 Metropolitan Avenue, Kensington, MD 20895
93
Wealthminder
score

Joseph Fischetti (CRD# 2748841) is an Investment Advisor Representative working at Delta Financial Advisors, Inc. in Kensington, MD and has over 19 years of experience in the finance industry.

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