Delta Financial Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,685,363
Clients
4
75% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
LowAverage account size
$921,341
About
Delta Financial Advisory is a small, independent registered investment adviser that serves individuals, high‑net‑worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and fee‑based non‑discretionary advice. The firm also offers business consulting engagements and delivers accounting, tax advisory, and tax preparation services under separate written agreements.
The firm places discretionary clients into proprietary model portfolios and typically allocates assets among exchange‑traded funds, individual equities, and fixed‑income securities, with ongoing monitoring and periodic rebalancing; non‑discretionary and consulting work is provided on an hourly or project basis. At the time of the brochure the firm reported managing roughly $3.7 million of client assets, all on a discretionary basis, and conducts client reviews at least annually.
What distinguishes this firm from many peers is the integration of accounting and tax services alongside investment advisory work — including fractional CFO, accounting support, and due diligence services — and the firm’s disclosure that its principal may devote a substantial portion of time to consulting (up to 40% of working hours). That combination, together with a very small client roster and solo‑practitioner structure, can produce a closer advisor‑accountant relationship but also reflects limited scale relative to larger independent firms.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Business Financial Management
General retirement planning
Tax strategies for small businesses
Fee options
Consulting services with fixed fees starting at $2,000 retainer
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $4,000,000: 1.00% $4,000,000+: 0.80%
Financial planning at $150 per hour; consulting and non-discretionary advisory fees from $200 to $300 per hour
Account minimum: $200,000 Minimum fee: Minimum fee for discretionary portfolio management services is $3,000 annually Fee-only: Financial planning fee at $150 per hour; hourly fees for non-discretionary advisory and consulting services range from $200 to $300 per hour; fixed fees starting at $2,000 retainer for consulting
Main office location
Delta Financial Advisory
Meridian ID, United States
Number of offices
1
Most active in
Delta Financial Advisory has reported serving >5 clients in these states in the last 12 months.
Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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