Delta Financial Advisors, Inc
- Regulatory AUM
- $234M
- Discretionary
- $234M
- Clients
- 245
- Avg AUM / client
- $955K
- Accounts
- 604
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 174 | $53.3M | 22.8% |
| High net worth individuals | 71 | $181M | 77.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mcglinchey Stafford, Pllc Retirement Savings Plan Mcglinchey Stafford, Pllc | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Anthony Fischetti | President | Jul 2019 (7y) | 75% or more | |
| Nicholas Athanasios Angelis | Chief Compliance Officer | Mar 2021 (5y) | Less than 5% | |
| Beverly Ann Fischetti | Registered representative | CFP | Dec 2004 (22y) | |
| Jacob Patrick Defilippo | Registered representative | Apr 2021 (5y) | ||
| Megan Madden | Registered representative | CFP | Sep 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mcglinchey Stafford, Pllc Retirement Savings Plan | Mcglinchey Stafford, Pllc | 299 | $122M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 976 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $233M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗