# DI Bello Financial

> DI Bello Financial is a state-registered investment advisory firm in Mission Viejo, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 159799
- Filed as: DI BELLO FINANCIAL
- Legal name: Annette DI Bello, CPA, CFP, Professional Corporation
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mission Viejo, CA
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159799
- AdvisorCensus page: https://advisorcensus.com/firm/di-bello-financial-mission-viejo-ca-159799

## Quick answers

**How is DI Bello Financial compensated?**
On its Form ADV (Item 5.E, October 2026), DI Bello Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is DI Bello Financial located?**
DI Bello Financial's principal office is in Mission Viejo, CA, according to its Form ADV.

**Is DI Bello Financial registered with the SEC or a state?**
DI Bello Financial is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 159799.

**How much does DI Bello Financial manage?**
DI Bello Financial reports $66,896,749 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).

**What types of clients does DI Bello Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (36); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does DI Bello Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159799

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $66,896,749
- Discretionary: $66,896,749
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $24,095,890 |
| High net worth individuals | 36 | $38,428,785 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $4,372,074 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bsky.app/profile/annettedibello.bsky.social](https://bsky.app/profile/annettedibello.bsky.social)
- [business.danapointchamber.com/list/member/annette-di-bello-cpa-cfp-inc-di-bello-financial-5211](https://business.danapointchamber.com/list/member/annette-di-bello-cpa-cfp-inc-di-bello-financial-5211)
- [dibellocpa.blogspot.com](https://dibellocpa.blogspot.com)
- [dibellocpa.com](https://dibellocpa.com)
- [dibellofinancialinc.com](https://dibellofinancialinc.com)
- [feeonlynetwork.com/financial-advisor/annette-di-bello](https://feeonlynetwork.com/financial-advisor/annette-di-bello)
- [fivestarprofessional.com/spotlights/40683](https://fivestarprofessional.com/spotlights/40683)
- [g.co/kgs/cshXqGV](https://g.co/kgs/cshXqGV)
- [napfa.org/firm/39737](https://napfa.org/firm/39737)
- [newportbeach.com/newport-directory/di-bello-financial-inc](https://newportbeach.com/newport-directory/di-bello-financial-inc)
- [yelp.com/BIZ/ANNETTE-DI-BELLO-KELLY-CPA-CFP-DI-BELLO-FINANCIAL-IRVINE](https://yelp.com/BIZ/ANNETTE-DI-BELLO-KELLY-CPA-CFP-DI-BELLO-FINANCIAL-IRVINE)
- [yelp.com/BIZ/DI-BELLO-FINANCIAL-CARLSBAD](https://yelp.com/BIZ/DI-BELLO-FINANCIAL-CARLSBAD)
- [yelp.com/biz/annette-di-bello-cpa-cfp-di-bello-financial-los-angeles](https://yelp.com/biz/annette-di-bello-cpa-cfp-di-bello-financial-los-angeles)
- Facebook @DIBELLO.CPA.CFP
- Instagram @dibellofinancialinc
- LinkedIn @DIBELLOCPA
- X @DIBELLOFINANCE
- YouTube @UCPSTUQ5BAPEECVPWRAMI2QW

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DI Bello Financial (CRD 159799): Form ADV filing data as of October 2026.