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Peter F. Gaertner, RICP®, CDFA, RICP, MBA, CDFA®, CFP®
Affinity Wealth Management, LLC

Tel: 302-254-6121
2961 Centerville Rd
Suite 310
Wilmington, DE 19808
Affinity Wealth Management, LLC | Financial Advisor in Wilmington ,DE

Live your best life!



About Peter F. Gaertner

Peter, a native of Berlin, Germany, is a CERTIFIED FINANCIAL PLANNER® practitioner (CFP), Retirement Income Certified Professional (RICP) and Certified Divorce Financial Analyst® (CDFA). He has been an adjunct professor for Financial Planning at the Delaware State University where he taught Retirement Planning and Estate Planning. He has also instructed retirement readiness courses at the University of Delaware Lifelong Learning Center, across the Delaware Public Library system, along with multiple other community based financial literacy events that he led. He is an active member and board member of the Financial Planning Association (Philadelphia Chapter) where also also participates in the Retirement Income Planning Advisory Council and board member/ past-president for the Society for Financial Service Professionals in Delaware. He earned an MBA and a Bachelor of Science in Finance and Banking from the Delaware State University, where he also served as the Football team's place kicker during his studies. He currently resides in North Wilmington with his wife, Erin, and their three children Ben, Cole and Sarah. During his free time, he enjoys golf, tennis, Bundesliga soccer, skiing and of course watching or attending football games.


About Affinity Wealth Management, LLC

Affinity Wealth Management is an independent, objective wealth management firm. We help clients create a life lived-full through exploring all the possibilities with their money. Our wealth management and investment management process is designed to create a lifetime of great experiences and memories. Since 1974, Affinity has helped clients create life experiences that match their personal and financial means. We believe anyone can create any life they want, and we help clients live the best life possible. We do it, by helping people live more fully.

What makes us different is our disciplined process when it comes to helping our current and future clients: I will spend the first meeting completing our Discovery Meeting during which you will learn a lot about AWM and your potential advisor. At the same time, it allows for us to get to know you, your financial goals and hopes for the future to determine whether there could be a fit and we can add value to your situation. Be prepared to talk a lot and share professional and personal details with me! Once mutual interest has been confirmed, an investment plan meeting will be scheduled to review your current situation and come up with a financial strategy as recommend by a CERTIFIED FINANCIAL PLANNER specialist going forward. Our goal is to make the sometimes overwhelming and complex process of full- service financial planning as simple as possible for our clients and offer a truly unmatched experience doing it.

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General Information

Firm Start Year:   1974
No.of Employees:   10-19
Name of Custodial Firm:   TD Ameritrade Institutional
States Licensed in:   DE
Number of Years with Current Firm:   8
Work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors
Foreign Languages Serviced:   German

Services

Investment Types:   Stocks, Exchange Traded Funds (ETFs), Bonds
Can meet clients in the following ways:   Via Email, Via Phone, Our Office, Our Offices, Video Conference, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity, Life, Variable Life
Financial Organization Memberships:   Financial Planning Association (FPA), Society of Financial Services Professionals
Non-Financial Organization Memberships:   Rotary Club

Firm Information

Assets Managed by Firm:   550000000
Advisor's Number of Clients:   100

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets, Flat Fee
Additional Details on Charges:   $3,750.00 up to $300,000 1.25% from $300,001 to $500,000 1.10% $500,001 to $1,000,000 1.00% $1,000,001 to $2,000,000 0.90% $2,000,001 to $5,000,000 0.80% $5,000,001 to $10,000,000 0.50% $10,000,000 +
Minimum Fee Charged for Managed Accounts:   $3,750.00
Minimum Fee Charged for Hourly Planning Accounts:   $2,500
Minimum Fee Charged for Flat Fee Accounts:   na

Board Positions

Organization:  Society for Financial Service Professionals  Delaware Chapter
Position :  Director
Duration :  01/01/2017-Currently holding
Organization:  Financial Planning Association (Greater Philadelphia Chapter)  Philadelphia
Position :  Sponsorship Committee Member
Duration :  01/01/2021-Currently holding

Education

MBA  Delaware State University - Dover, DE
08/2007- 05/2008
Bachelor of Science - Finance and Banking  Delaware State University - Dover, DE
08/2004-05/2007

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Faqs

Do you have a customer satisfaction or refund policy?

Customer satisfaction is our main priority. If you are not completely satisfied with our services, we can certainly come to a mutual agreement regarding discounted fees for services rendered. We have been in business for 45 years and are proud of an A+ Better Business Bureau (BBB) rating.

Why should I choose you as my financial advisor?

I am a CERTIFIED FINANCIAL PLANNER practitioner and have worked in the financial industry since 2008. I was awarded the Five Star Wealth Manager Award as recent as 2020. I earned both my Masters (MBA) and Bachelors degrees (Finance) at Delaware State University.

What are your qualifications? What is your education background?

Listening. The financial planning process begins with both of us working as a team to determine what your specific goals are and for me to assist you with the tools of proper, comprehensive financial planning to achieve them.

How do you charge for your services?

Here at Affinity Wealth Management, we believe that our goals are best aligned with those of our clients' by charging a percentage-fee based on assets under management (AUM) for each client. These fees are charged quarterly and are listed on your statements. If preferred, we can also charge a flat fee for a financial plan, fees varying depending on complexity.

How are you compensated? How will I pay for your services?

Here at Affinity Wealth Management, we believe that our goals are best aligned with those of our clients' by charging a percentage-fee based on assets under management (AUM) for each client.

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Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 4:00 PM

Communities Served

Any

Awards & Recognitions

2016-2020 winner of the Five Star Wealth Manager Award in Delaware and Philadelphia


Under 40 Five Star Wealth Managers
(09/01/2020)

Recognized and featured in Fortune Magazine as one of the winners of the Under 40 Five Star Wealth Manager awards

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