Di Bello Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$62,524,675
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
119
30% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
119
Very HighAverage account size
$525,417
About
Di Bello Financial provides tax planning and preparation, confidential financial planning, and ongoing investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm operates as a fee-only independent adviser and commonly uses percentage-of-AUM billing and portfolio management for individual clients.
The firm uses a strategic asset-allocation, core-and-satellite approach that emphasizes stocks, bonds, and exchange-traded funds, managing most client accounts on a discretionary basis with written investment policy statements and periodic (typically quarterly) reviews. It integrates tax planning and net-worth analysis into its advisory work and offers standalone financial plans and separate tax preparation services when those needs arise.
Di Bello Financial retains its origins as a CPA practice and has a formal affiliation with an accounting firm, a structure that supports tax-integrated advice and is uncommon among independent advisers. The firm also works with corporate and pension/profit-sharing plan clients in addition to individuals and discloses arrangements to compensate employees for incoming client referrals, features that distinguish it from many solo independent advisors.
Client services
Financial planning
Portfolio management
Tax preparation
Expertise
General tax planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Financial plan fees range from $2,500 to $5,000, minimum $2,500; negotiated based on complexity
$0 - $1,000,000: 1.20% $1,000,001 - $1,500,000: 1.00% $1,500,001+: 0.80%
$400 per hour
Account minimum: $1,000,000 Minimum fee: $12,000 annual minimum fee, charged quarterly at $3,000 per quarter Fee-only: Yes, firm is strictly fee-only with no commissions accepted
Main office location
Di Bello Financial
27201 Puerta Real, Suite 300
Mission Viejo CA 92691, United States
Number of offices
3
Most active in
Di Bello Financial has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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
Quick links
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