Anthony Dipaolo is a CFP-designated registered investment advisor at Dipaolo Financial Group, INC., based in Lutz, FL, with 4 years of industry experience. Anthony 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 Activities
Anthony works as a mortgage broker, earning commissions per loan.
Employment History
Current Registrations
Dipaolo Financial Group, INC.
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.