Firm
Chacon Diaz & Di Virgilio Wealth Management
Gainesville, Florida
Fee-only
Chacon Diaz & Di Virgilio Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 138 individual clients, 29 of them high net worth.
- Its average account is about $134,000 (assets it manages divided by its 675 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Gainesville, Florida |
|---|---|
| Website | cddwealth.com |
| Phone | (888) 392-8007 |
Chacon Diaz & Di Virgilio Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,000 |
|---|---|
| Asset-based fee | 1.5% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"the financial planning rate is typically between $4,000 and $10,000" source
"$1-$750,000 1.50%" source
"The fee is a one-time fee, paid in arrears upon completion." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $90 million |
| Individual clients | 109 |
| High-net-worth clients | 29 |
| Accounts managed | 675 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-123284) |
| Financial planning | Offered |
| Form ADV filed | April 17, 2026 |
| SEC record | CRD 154242 |