Delta Financial Advisory

Overview

Delta Financial Advisory is a small, independent registered investment adviser organized as a limited liability company and registered in Idaho. The firm focuses on serving individual and family clients, as well as small businesses, by providing financial planning and portfolio management. The principal owner is an individual and the firm lists accounting among its business activities, suggesting integrated tax or bookkeeping capabilities alongside investment advice. Client engagement and billing options are flexible: the firm charges fees based on a percentage of assets under management and also offers hourly and fixed-fee arrangements. The firm does not identify itself as an active ESG investor and is not set up as a multi-state advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices