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Peter F. Gaertner, CFP, CDFA, MBA

Affinity Wealth Management, LLC

2961 Centerville Rd
Suite 310

Wilmington, DE 19808


Live your best life!

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


No.of Employees




Firm CRD#


Name of Custodial Firm

TD Ameritrade Institutional

States Licensed in


Years of Experience in Financial Services


Number of Years with Current Firm


I work with the following types of clients

Individual Investors

Foreign Languages Serviced



Investment Types

Stocks, Bonds, Exchange Traded Funds (ETFs), Alternative Investments

I can meet clients in the following ways

At my office, Via Phone, Via Email, At your home, Video Conference, At your office


Registered Investment Advisor


Registered Representative


Investment Advisor Representative


I am an acknowledged fiduciary


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations


Securities Licenses

Series 63

Insurance and Annuity Licenses

Disability, Variable Life, Variable Annuity, 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


Advisor's Number of Clients


Compensation and Fees

Fee Structure


Minimum Portfolio Size for New Managed Accounts


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


Minimum Fee Charged for Hourly Planning Accounts


Minimum Fee Charged for Flat Fee Accounts




Delaware State University
08/2007 - 05/2008

Bachelor of Science - Finance and Banking

Delaware State University
08/2004 - 05/2007