Joseph Del Principe
DEL Principe O'brien Financial Advisors · Indianapolis, Indiana
Joseph Del Principe is a fee-only financial advisor at DEL Principe O'brien Financial Advisors in Indianapolis, Indiana. DEL Principe O'brien Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | DEL Principe O'brien Financial Advisors |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $35M across 65 accounts |
| SEC registration | Investment adviser representative in IN · CRD 6469264 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.dofinancialservices.com |
How Joseph's firm compares
- DEL Principe O'brien Financial Advisors's average account is about $538,000, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Joseph
Is Joseph Del Principe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and DEL Principe O'brien Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, DEL Principe O'brien Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joseph Del Principe based?
Joseph Del Principe is based in Indianapolis, Indiana.
Is Joseph Del Principe registered with the SEC?
Yes. Joseph Del Principe is registered as an investment adviser representative in IN (CRD 6469264), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DEL Principe O'brien Financial Advisors manage?
DEL Principe O'brien Financial Advisors reports $35M across 65 accounts in assets under management.
How do I contact Joseph Del Principe?
Through Joseph's website, www.dofinancialservices.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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