Dipaolo Financial Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,200⁠-⁠$5,000

“The negotiated fixed rate for on-going financial planning services is between $1,200 and $5,000.”

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

How Dipaolo Financial Group, Inc. bills

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

• “Clients may terminate the agreement without penalty for a full refund of DFGI's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of DFGI’s fees, within five business days of signing the Financial Planning Agreement.”
• “On-going financial planning fees or other one-time fees may be paid via check.”

How Dipaolo Financial Group, Inc.’s fees compare

• Its flat or project fee of $1,200-$5,000 spans the Florida median of $4,900. 40% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Lutz that publish a flat or project fee charge less.

About Dipaolo Financial Group, Inc.

• Firm size: 9 employees.
• Founded: 2007 (19 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.1% a year

Clients

408

Employees

9

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$167,978,157

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

309637

Website

dipaolofinancial.com (opens in new tab)

Phone

(813) 475-3130

Can advise clients in 2 states: Florida, Texas

Other planners in Lutz that publish fees

• Bayview Financial PlanningLutz$375/hr, $1,500
• PFG Private Wealth Management, LLCLutz$150⁠-⁠$500/hr, $150⁠-⁠$15,000
• Taylor & Williams, Inc.Lutz$100/hr
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr

Compare all 5 planners in Lutz