D'orazio & Associates, Inc.

D’Orazio Wealth Advisors, formerly known as D’Orazio & Associates, Inc., is a registered investment adviser based in Vienna, Virginia. Established in June 2004 and registered as an investment adviser in December 2004, the firm specializes in offering financial planning, investment management, and retirement plan consulting services to individuals, high net worth individuals, trusts, estates, and retirement plans. Clients can engage the firm for discretionary investment advisory services on a fee-only annual retainer basis, with a minimum initial account size of $100,000. The firm primarily allocates investment assets among mutual funds, ETFs, individual equities, individual bonds, and cash on a discretionary basis, tailored to each client's investment objectives. D’Orazio Wealth Advisors acts as a fiduciary, operating under a special rule to act in the client's best interest. The firm charges an annual fixed fee based on the value of assets under management, payable quarterly. Clients may also receive retirement plan consulting services, with fees based on the market value of assets held by the plan. The firm does not participate in performance-based fees, accepts no compensation from investment advisors, and does not vote client proxies. For further details or to address any questions, clients can contact the Chief Compliance Officer, David Trenner.