wiseradvisor

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

Tel: (302) 254-6121
2961 Centerville Rd
Suite 310
Wilmington, DE 19808

Live your best life!

Affinity Wealth Management, LLC | Financial Advisor in Wilmington ,DE


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.


General Information

Firm Start Year:   1974
No.of Employees:   10-19
Name of Broker/Dealer:   MerCap Securities, Inc.
Name of Custodial Firm:   TD Ameritrade Institutional
States Licensed in:   DE
Number of Years with Current Firm:   6
I work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses
Foreign Languages Serviced:   German


Services

Investment Types:   Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds
I can meet clients in the following ways:   At your office, Via email, Via phone, At my office, At your home, Video Conference


Qualifications & Memberships

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


Firm Information

Advisor's Number of Clients:   100


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets
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:   $1,500
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


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



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.
  • What are your qualifications? What is your education background? 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 2019. I earned both my Masters (MBA) and Bachelors degrees (Finance) at Delaware State University.
  • What is your approach to financial planning? 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.
  • What services do you offer? Investment Management, Financial Planning, Retirement Planning, Risk Tolerance Assessment, IRA and 401(k) Rollovers, Estate Planning, Tax Planning, Employer-Sponsored Retirement Plans.
  • How many clients do you currently manage? I am very selective in the clients that I work with and am only looking to bring on a few new ones each year.
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Disclaimer

Securities offered through MerCap Securities, LLC, Member FINRA/SIPC and wholly-owned subsidiary of MerCap Enterprises, Inc. Address: 73 Chestnut Rd, Suite 400, PA 19301 Phone: (877) 784-8021 MerCap Securities, LLC is not affiliated with Affinity Wealth Management LLC

Peter F. Gaertner, CFP, CDFA, MBA

Peter F. Gaertner, CFP, CDFA, MBA

CDFA, CERTIFIED FINANCIAL PLANNER™ Certificant

Peter has been working in the financial services industry since 2008 and joined Affinity Wealth Management in 2013. He previously worked with Advisers as an Outside Portfolio Manager at J.P. Morgan Private Bank and later moved into a role as a Senior Client Service Associate. In this position, he was the primary point of contact for select Private Banking clients and helped facilitate an exceptional client experience across available banking and financial service products and services. 

Peter, a native of Berlin, Germany, is a CERTIFIED FINANCIAL PLANNER® practitioner, Certified Divorce Financial Analyst® and has active Life and Fixed Annuity/Variable Annuity insurance licenses. 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 along with multiple other community based financial literacy events that he led. He is an active member of the Financial Planning Association and the President of 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, soccer, skiing and fantasy football.

My Team

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

Five Star Wealth Manager
(12/15/2019)

2016-2019 winner of the Five Star Wealth Manager Award in Delaware and Philadelphia … more

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