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D'Orazio Wealth Advisors

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Client assets under management

$1,442,740,447

Clients

291

78% high-net worth

Advisors

8

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

36

Low

Average account size

$4,957,871

About

D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high‑net‑worth clients, trusts and estates, and retirement plan sponsors. The firm implements client portfolios using mutual funds, ETFs, individual equities and bonds, and can place qualifying accounts into separately managed account programs.

The firm emphasizes a long‑term, globally diversified approach that relies primarily on fundamental analysis supplemented by quantitative tools, and it performs ongoing monitoring and rebalancing on a discretionary basis. In client service and fee planning, D’Orazio treats employer‑sponsored retirement plan balances and other held-away assets as “Assets Under Advisement,” even where it does not have trading authority.

Compared with many peers, the adviser manages roughly $1.44 billion across an eight‑person advisory team, giving it a relatively high assets‑per‑advisor profile and a billing model based on a fixed annual retainer rather than a simple percentage‑of‑AUM. A firm principal holds individual CPA and attorney licenses but does not provide accounting or legal services through the adviser; the firm also uses SMA programs and may recommend private funds, with disclosures about related conflicts and liquidity limitations.

Client services

Financial planning Portfolio management

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fee basis for stand-alone financial planning services.

Percentage

Up to $500,000 - $500,000: $3,000 annual fixed fee $500,001 - $1,000,000: $5,000 annual fixed fee $0 - $2,000,000: $10,000 annual fixed fee $2,000,001 - $4,000,000: $15,000 annual fixed fee $4,000,001 - $6,000,000: $22,500 annual fixed fee $6,000,001 - $8,000,000: $30,000 annual fixed fee $8,000,001 - $15,000,000: $50,000 annual fixed fee $15,000,001+: Negotiable annual fixed fee

Subscriptions

Quarterly installments of the annual fixed fee retainer.

Other

Account minimum: $100,000 Minimum fee: Fixed annual fees ranging from $3,000 to $50,000 depending on assets under advisement, plus negotiable fees for accounts over $15,000,001 Fee-only: Annual fixed fee retainer payable quarterly; no commissions accepted.

Main office location

D'Orazio Wealth Advisors

8614 Westwood Center Drive, Suite 310

Vienna VA 22182, United States

Number of offices

1

Most active in

California · Colorado · District of Columbia · Florida · Maryland · Massachusetts · New Jersey · New York · Pennsylvania · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David T

CFP®, Series 65

Vienna, VA

D'Orazio Wealth Advisors

David Trenner is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with D'Orazio & Associates, Inc. since 2012. D’Orazio Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates by providing financial planning, discretionary investment management, and retirement plan consulting. The firm follows a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Joseph D

CFP®, Series 65

Vienna, VA

D'Orazio Wealth Advisors

Joseph Dorazio is a CFP® and holds a Series 65 license with 23 years of experience in the financial industry. He has been with D’Orazio & Associates Inc since 2004 and currently works at D'Orazio Wealth Advisors, a team-based firm located in Falls Church, VA. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Bailey S

Series 65

Vienna, VA

D'Orazio Wealth Advisors

Bailey Schmitz is a financial advisor at D’Orazio Wealth Advisors with a Series 65 credential and three years of industry experience. Prior to joining the firm, Bailey held positions in mortgage and healthcare-related companies and has a background that includes fitness and service roles. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Jeremy M

CFP®, Series 65

Vienna, VA

D'Orazio Wealth Advisors

Jeremy Meek is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with D'Orazio & Associates, Inc. since 2014, where he is part of a six-advisor team based in Vienna, VA. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Benjamin C

CFA®, Series 65

Vienna, VA

D'Orazio Wealth Advisors

Benjamin Corson is a CFA® charterholder with 13 years of industry experience. He is currently with D’Orazio Wealth Advisors, where he has worked since 2023. Prior to that, he was with Hemington Wealth Management for one year and Absolute Investment Management for eleven years. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm follows a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Andrew E

CFA®, Series 66

Vienna, VA

D'Orazio Wealth Advisors

Andrew Eskelsen is a CFA® charterholder with 11 years of industry experience. He has worked at D'Orazio & Associates, Inc. since 2020 and previously held roles at Booz Allen Hamilton and Compass Point Research & Trading, LLC. Eskelsen is based in Vienna, VA, and holds a Series 66 license. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified approach, managing roughly $1.32 billion across about 285 client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Sebastian F

CFP®, Series 65

Vienna, VA

D'Orazio Wealth Advisors

Sebastian Florero is a CFP® and Series 65-registered financial advisor at D'Orazio Wealth Advisors with one year of industry experience. He previously worked at VLP Financial Advisors and has a diverse background that includes roles outside finance, such as working at Five Guys and teaching at Annadale High School. D'Orazio Wealth Advisors offers financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Jennifer V

CFP®, Series 65

Vienna, VA

D'Orazio Wealth Advisors

Jennifer Vanlandingham is a CFP® and Series 65-licensed financial advisor with 23 years of industry experience. She has been with D'Orazio & Associates, Inc. since 2004. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting mainly to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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