Fee-only adviser · Mission Viejo, CA
Di Bello Financial
Di Bello Financial is a fee-only investment adviser registered with the securities regulators of Arizona, California, with its main office in Mission Viejo, California. On its latest Form ADV, filed September 1, 2026, it reports $67M in regulatory assets under management, 119 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Arizona, California |
|---|---|
| Firm CRD number | 159799 |
| Office | 27201 Puerta Real Suite 300 Mission Viejo, CA 92691 |
| Phone | (949) 716-7050 |
| Website | dibellocpa.com |
| Regulatory assets under management | $67M |
| Individual clients | 83 non-high-net-worth, 36 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Mission Viejo
- Ticino Wealth $400M
- Webb Financial Group $94M
- Walker Financial Advisors Inc $233M
- Downie Financial Group $36M
- Portsalus Wealth Management $58M
- Strivent Financial $29M
See all 9 fee-only advisers in Mission Viejo →
Nearby
- Laguna Hills 7 firms
- Lake Forest 4 firms
- Rancho Santa Margarita 1 firm
- Aliso Viejo 6 firms
- Foothill Ranch 1 firm
- Irvine 52 firms
- Laguna Niguel 2 firms
- Portola Hills 1 firm
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