Del Principe O'brien Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$110⁠-⁠$450/hr

“Current hourly rates range from $110 to $450. 6 Del Principe | O’Brien Financial Advisors Hourly Services DOFA provides consulting services in connection with personal financial matters.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Del Principe O'brien Financial Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Services will be billed monthly and will be due and payable within thirty days from the date of invoice.”
• “Del Principe | O’Brien Financial Advisors Fee Structure Fees are to be paid quarterly in arrears.”
• “Fees for partial quarters at the commencement or termination of this agreement will be prorated based on the number of days remaining in the quarter.”

How Del Principe O'brien Financial Advisors’ fees compare

• Its hourly rate of $110-$450 spans the Indiana median of $250. 60% of the 119 other Indiana planners that publish an hourly rate charge less.
• 17 of the 30 other planners in Indianapolis that publish an hourly rate charge less.

About Del Principe O'brien Financial Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

100

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$35,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

174935

Website

dofinancialservices.com (opens in new tab)

Phone

(765) 479-2568

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