DiPaolo Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DiPaolo Financial Group provides advisory services to individual and high‑net‑worth clients, offering discretionary portfolio management, ongoing financial planning, and coordination of estate‑planning work. The firm prepares an Investment Policy Statement for each client and also offers tax consulting and preparation services to clients, with those services billed separately.
The firm constructs portfolios primarily using exchange‑traded funds with cash allocations and, when appropriate, individual stocks, bonds, structured notes, annuities, and non‑U.S. securities, applying cyclical analysis and modern portfolio theory. DFGI generally manages accounts on a discretionary basis, documents risk tolerance in client IPSs, uses both long‑ and short‑term trading, and provides educational guidance on digital assets without facilitating or custodializing client crypto holdings.
Compared with many peers, DFGI regularly hosts free public informational workshops and provides tax preparation/consulting and estate‑planning coordination that may involve third‑party specialists—services that are less common among team firms. The firm maintains client accounts at Schwab Institutional, may receive research or other custodian‑provided benefits, and does not aggregate block trades for multiple client accounts, which can affect execution practices.
Client services
Expertise
Fee options
Estate planning services charged as flat fees, disclosed in Third-Party Services Agreement
$0 - $250,000: 1.10% $250,001 - $500,000: 1.05% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.90%
Fee-only: Fixed fees between $1,200 and $5,000, paid monthly in arrears for ongoing financial planning services
Main office
4635 Van Dyke Road
Lutz FL 33558
Advisors at this office
5
Most active in
Florida · Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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.
Advisors at this firm
Khaled H
Series 65
Lutz, FL
DiPaolo Financial Group, Inc.
Khaled Hassan is a financial advisor at DiPaolo Financial Group, Inc. with one year of industry experience. He holds a Series 65 license and previously worked for KMH Automotive Consulting for 14 years. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment strategies including ETFs, stocks, bonds, and annuities. The firm also offers estate-planning coordination, retirement and college planning, tax consulting, and hosts free informational workshops.
Nicole M
Series 66
Lutz, FL
DiPaolo Financial Group, Inc.
Nicole Mitela is a financial advisor at DiPaolo Financial Group, Inc. with five years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing investment strategies that incorporate ETFs, individual securities, and structured products. The firm also offers estate-planning coordination, retirement and college planning, and tax consulting services, with an investment approach that includes cyclical analysis and modern portfolio theory.
Anthony D
CFP®
Lutz, FL
DiPaolo Financial Group, Inc.
Anthony Dipaolo is a CFP® professional with four years of industry experience, currently serving at DiPaolo Financial Group, Inc. He has also worked at Advisor's Choice Lending and spent two years at the University of South Florida. Outside of his advisory work, he is engaged as a mortgage broker receiving commissions per loan. DiPaolo Financial Group provides ongoing portfolio management and financial planning services to individual and high-net-worth clients, utilizing investment strategies that incorporate ETFs, individual securities, structured notes, and annuities. The firm emphasizes a disciplined investment process with regular portfolio monitoring, estate-planning coordination, and additional services such as tax consulting and preparation.
Joseph D
CFP®, ChFC®, Series 65
Lutz, FL
DiPaolo Financial Group, Inc.
Joseph Dipaolo is a financial advisor with DiPaolo Financial Group, Inc. in Lutz, Florida, holding CFP® and ChFC® designations and the Series 65 license, with 14 years of industry experience. He has worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC, and has been affiliated with DiPaolo Financial Group since 2007. Outside of advising, he serves as president of the North Tampa chapter of the Society for Financial Awareness and is CEO of Advisors Choice Lending, Inc., a mortgage lending company. DiPaolo Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of investment strategies including ETFs, stocks, bonds, and annuities. The firm offers coordinated estate planning, retirement and college planning, and tax consulting, and emphasizes ongoing client communication and regular portfolio reviews.
Ethan J
Series 65
Lutz, FL
DiPaolo Financial Group, Inc.
Ethan Jacovides is a financial advisor with DiPaolo Financial Group, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he gained experience in various positions including at The Forest Country Club and Florida Gulf Coast University. DiPaolo Financial Group provides advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management, financial planning, and estate-planning coordination. The firm emphasizes the use of exchange-traded funds along with other investment vehicles and offers additional services such as tax consulting and public informational workshops.
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