Daniel J. Disimile Cfp, LLC

Overview

Daniel J. Disimile Cfp, LLC is a small, independent registered investment advisor organized as a limited liability company and led by Daniel J. Disimile. The firm focuses on financial planning and portfolio management for individuals and small businesses, operating with a fee model that includes percentage-of-AUM fees, hourly engagements and fixed-fee arrangements. It is not positioned as a multi-state adviser or an ESG-focused manager; instead its practice centers on personalized planning and conventional portfolio construction delivered through a single-office setup and a custodial relationship with The Vanguard Group, Inc. Investment activity emphasizes public investment vehicles — predominantly mutual funds — with a clear tilt toward low-cost, institutionally available fund vehicles hosted at Vanguard. Given the firm’s scale and client base, portfolios are likely constructed using mutual funds and ETFs as primary building blocks, supplemented by income-oriented instruments such as corporate debt and annuities. The firm does make selective use of third-party alternative managers for exposures in real estate, commodities and oil & gas.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices