Lisa Chacon
Chacon Diaz & Di Virgilio Wealth Management · Gainesville, Florida
Lisa Chacon is a fee-only financial advisor at Chacon Diaz & Di Virgilio Wealth Management in Gainesville, Florida. Lisa charges a percentage of assets and a one-time planning fee (one-time plans from $4,000 and 1.5% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Facts
| Firm | Chacon Diaz & Di Virgilio Wealth Management |
|---|---|
| Based in | Gainesville, Florida |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $4,000 · 1.5% a year on the first tier of assets managed |
| Assets under management | $90.3M across 675 accounts |
| SEC registration | Investment adviser representative in CA, FL, GA, LA, TX · CRD 5244124 |
| Exams passed | Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.cddwealth.com |
| Profile |
How Lisa's firm compares
- A one-time plan starts at $4,000, above the Florida median of $2,500 for fee-only firms that publish prices.
- Chacon Diaz & Di Virgilio Wealth Management's average account is about $134,000, from its Form ADV (assets managed divided by 675 accounts).
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Questions about Lisa
Is Lisa Chacon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Chacon Diaz & Di Virgilio Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa charges a percentage of assets and a one-time planning fee.
How much does Lisa charge?
According to Chacon Diaz & Di Virgilio Wealth Management's website, checked October 30, 2026: one-time plans from $4,000; 1.5% a year on the first tier of assets managed.
Where is Lisa Chacon based?
Lisa Chacon is based in Gainesville, Florida.
What does Lisa specialize in?
Lisa's specialties include retirement planning.
Is Lisa Chacon registered with the SEC?
Yes. Lisa Chacon is registered as an investment adviser representative in CA, FL, GA, LA and TX (CRD 5244124), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chacon Diaz & Di Virgilio Wealth Management manage?
Chacon Diaz & Di Virgilio Wealth Management reports $90.3M across 675 accounts in assets under management.
How do I contact Lisa Chacon?
Through Lisa's website, www.cddwealth.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
- Chacon Diaz & Di Virgilio Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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