Daniel J. Disimile CFP, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$26,580,547
Total clients
55
9% high-net worth
Total advisors
1
Firm size
Independent
1 advisor
Average clients per advisor
55
Average account size
$483,283
About
The firm is an independent, state-registered investment adviser that provides written financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations and pension or profit‑sharing plans. It manages approximately $26.6 million for roughly 55 clients and delivers tailored planning across retirement, tax, estate and risk‑management topics.
The firm follows a documented six‑step financial planning process and uses a blend of fundamental and technical analysis when constructing portfolios, employing long‑term, short‑term and trading strategies as appropriate to client objectives. It operates on a fee‑for‑service basis and, consistent with its stated policy, takes an educational (non‑recommendatory) approach to employer‑sponsored plan rollovers.
Notably, the firm’s client roster explicitly includes pension and profit‑sharing plans — a client type that is uncommon among similarly structured independent advisers — and it manages discretionary accounts despite being a single‑advisor practice. The brochure also discloses several historical customer arbitration matters from prior broker‑dealer employment and a recent material change noting the firm principal is no longer maintaining an insurance license.
Client services
Expertise
Fee options
Flat fees ranging from $750 to $5,000 for financial planning services
1% annually
$500 per hour for financial planning services
Fee-only: Financial planning fees at $500 per hour or flat fees from $750 to $5,000
Main office location
Daniel J. Disimile CFP, LLC
Thousand Oaks CA, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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