Raymond Difilippo
DBD Retirement and Financial Services · Manassas, Virginia
Raymond Difilippo is a fee-only financial advisor at DBD Retirement and Financial Services in Manassas, Virginia. DBD Retirement and Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | DBD Retirement and Financial Services |
|---|---|
| Based in | Manassas, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $133.7M across 37 accounts |
| SEC registration | Investment adviser representative in VA · CRD 7025249 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.dbdfinancial.com |
How Raymond's firm compares
- DBD Retirement and Financial Services's average account is about $3.6 million, from its Form ADV (assets managed divided by 37 accounts).
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Questions about Raymond
Is Raymond Difilippo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and DBD Retirement and Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raymond charge for financial advice?
Raymond's firm, DBD Retirement and Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Raymond Difilippo based?
Raymond Difilippo is based in Manassas, Virginia.
Is Raymond Difilippo registered with the SEC?
Yes. Raymond Difilippo is registered as an investment adviser representative in VA (CRD 7025249), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DBD Retirement and Financial Services manage?
DBD Retirement and Financial Services reports $133.7M across 37 accounts in assets under management.
How do I contact Raymond Difilippo?
Through Raymond's website, www.dbdfinancial.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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