DICCIANNI FINANCIAL GROUP, INC.
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About the firm
DFG is a boutique financial planning firm led by Cindy Diccianni, a registered nurse and Chartered Financial Consultant, offering a high-touch, concierge approach to financial planning. The firm operates as a fiduciary, acting in clients' best interests with custom-designed plans and a low client-to-staff ratio.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, portfolio management, and investment advisory services using a values-based, holistic approach; includes a complimentary initial consultation.
Who they serve
Individuals with unique life circumstances and financial goals seeking personalized, custom-designed financial plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 272 | $69M |
| High Net Worth Individuals | 44 | $56M |
| Charitable Organizations | 5 | $4.0M |
272 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $500,000 - $1,000,000 | 1.15% |
| $1,000,001 - $2,000,000 | 1.05% |
| $2,000,001 - $3,000,000 | 0.95% |
| $3,000,001 - $5,000,000 | 0.90% |
| $5,000,000 - $10,000,000 | 0.80% |
| Above $10,000,000 | 0.75% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DICCIANNI FINANCIAL GROUP, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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