Joseph Dipaolo is a CFP, ChFC-designated registered investment advisor at Dipaolo Financial Group, INC., based in Lutz, FL, with 14 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 517 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable under certain conditions.
Fee Estimator
Location
4635 Van Dyke Road, Lutz, FL, 33558
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an owner and operator of DiPaolo Financial Group, an insurance agency, spending about half his time explaining annuities and life insurance to prospects and serving clients. He is also the CEO of Advisors Choice Lending, Inc, a mortgage lender, dedicating nearly full-time hours outside of trading hours to managing the business.
Employment History
Current Registrations
Dipaolo Financial Group, INC.
Previous Registrations
J. W. Cole Advisors, INC.
Global Financial Private Capital, LLC
Integrity Advisory Group
Integrity Advisory Group
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.