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Peter F. Gaertner, CFP, CDFA, MBA

Affinity Wealth Management, LLC

2961 Centerville Rd
Suite 310

Wilmington, DE 19808

302-254-6121

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

1974

No.of Employees

10-19

CRD#

5715758

Firm CRD#

105840

Name of Custodial Firm

TD Ameritrade Institutional

States Licensed in

DE

Years of Experience in Financial Services

12

Number of Years with Current Firm

7

I work with the following types of clients

Individual Investors

Foreign Languages Serviced

German

Services

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

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

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CDFA, RICP

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

550000000

Advisor's Number of Clients

100

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

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

Education

MBA -

Delaware State University
08/2007 - 05/2008

Bachelor of Science - Finance and Banking

Delaware State University
08/2004 - 05/2007