Di Bello Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$62,524,675
Clients
119
Advisors
1
of 1 employees
About
The firm provides personalized tax planning and preparation, financial planning, and investment management to individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, and small businesses. Services are delivered through written financial plans, ongoing investment advisory agreements, and separate tax‑preparation engagements.
The firm follows a strategic asset‑allocation, core‑and‑satellite approach with global diversification and a long‑term orientation, and investment decisions draw on fundamental, technical and cyclical analysis. Portfolios are managed to each client’s risk tolerance and documented in an investment policy statement, with discretionary trading authority used to implement the agreed strategy and periodic reviews to monitor progress.
Noteworthy for an independent adviser, the firm began as an accounting practice and maintains an affiliation with an accounting firm, combining in‑house tax preparation and planning with investment advice to support tax‑sensitive decision making. The adviser also works with corporate clients and pension/profit‑sharing plans and holds professional credentials in both accounting and financial planning, which informs work with business owners and plan sponsors.
Client services
Expertise
Fee options
Financial plans typically range from $2,500 to $5,000 fixed fee, negotiated based on complexity
$0 - $1,000,000: 1.20% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $4,000,000: 0.80% $4,000,001 - $6,500,000: 0.60% $6,500,001 - $10,000,000: 0.40% $10,000,001+: 0.30%
$400 per hour
Account minimum: $1,000,000 Minimum fee: $12,000 annual minimum fee, charged quarterly at $3,000 per quarter Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Main office
27201 Puerta Real, Suite 300
Mission Viejo CA 92691, United States
Most active in
Arizona · California · Texas
Also doing business as
Annette Di Bello Kelly, Cpa, Cfp, Professional Corporation · Annette Di Bello, Cpa, Cfp, Professional Corporation · Annette Dibello Kelly, Cpa, Cfp · Di Bello Financial · Di Bello Financial, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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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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