Firm
DEL Principe O'brien Financial Advisors
Indianapolis, Indiana
Fee-only
DEL Principe O'brien Financial Advisors at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 100 individual clients, 35 of them high net worth.
- Its average account is about $538,000 (assets it manages divided by its 65 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | dofinancialservices.com |
| Phone | (765) 479-2568 |
DEL Principe O'brien Financial Advisors fees
DEL Principe O'brien Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly |
|---|---|
| Assets managed | $35 million |
| Individual clients | 65 |
| High-net-worth clients | 35 |
| Accounts managed | 65 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 174935 |