DI Bello Financial

Overview

DI Bello Financial is an independent, corporation-structured registered investment adviser that serves both individual/family and institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with accounting services, reflecting a hybrid adviser/accountant model. Ownership is held by an individual and the firm charges a mix of percentage-of-AUM, hourly, and fixed fees. DI Bello Financial does not report being an active ESG investor and is not designated as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices