DeLuca Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
DeLuca Financial Planning is a fee-only, planning-led advisory firm that provides financial planning and investment advisory services to individuals, families, and small business owners. The firm offers project-based engagements, ongoing financial planning relationships, and investment advisory services intended to support clients’ broader financial plans.
The firm describes a long-term, diversification-focused investment approach that emphasizes portfolio-level allocation and the use of low-cost ETFs and mutual funds, with recommendations tailored to each client’s goals, risk tolerance, and tax considerations. Investment recommendations are implemented on a non-discretionary basis, so trades are executed only after client approval, and client assets are held with independent qualified custodians.
Notably, the firm was organized in December 2025 and became registered in 2026 and currently reports no client assets under management, reflecting an early-stage practice. The principal devotes a small portion of time (~5%) to an outside web and content business, the firm does not accept third-party product compensation, and it emphasizes a planning-first model that can be delivered as standalone projects or ongoing advisory relationships.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Retired
Self-Employed
Demographic focus
Approaching retirement
Mid-Career Professionals
Fee options
Project-based financial planning fees ranging from $750 to $10,000, depending on scope and complexity
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$350 per hour for some project-based financial planning, where applicable
Ongoing financial planning relationships may be charged $3,000 to $12,000 annually, billed monthly or quarterly, depending on scope and complexity
Minimum fee: $6,000 annually (usually billed as $1,500 per quarter); may be waived or reduced at firm’s discretion Fee-only: Firm is a fee-only advisor, receiving compensation solely from client fees, no commissions or third-party compensation
Main office location
DeLuca Financial Planning
15 Paoli Plaza Suite E1
Paoli PA 19301, United States
Number of offices
1
Most active in
DeLuca Financial Planning has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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 not active or affiliated with:
-
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.
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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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