About Dibenedetto & Associates LTD
<p>Fee-only since 1998 and custodied at Charles Schwab & Co., Inc., Dibenedetto & Associates LTD works from Loves Park in the Rockford metro area with a second office in Rockford, serving clients across Illinois.</p> <p>Founded in 1980, the firm is an SEC-registered investment advisor with a three-person team. It is led by Charles J. DiBenedetto alongside Jeffrey C. DiBenedetto and Alex J. DiBenedetto. As of 2026, Dibenedetto & Associates reports about $0.3B in assets under management and works with more than 225 clients.</p> <p>For retirement plans, Dibenedetto & Associates can act as a fiduciary under 3(21) or take full discretionary responsibility under 3(38). The firm’s approach is built around long-term planning paired with ongoing portfolio management, with advice tailored to each household’s objectives.</p> <p>What sets the firm apart is its long operating history in northern Illinois and its defined fiduciary retirement plan roles for sponsors that want a clearer division of responsibilities.</p> <ul> <li>Retirement plan fiduciary support: 3(21) and 3(38) services</li> <li>Fee-only investment management and financial planning</li> <li>SEC-registered <a href="/plan-advisors">plan advisor</a> services</li> <li>Offices in Loves Park (HQ) and Rockford, Illinois</li> </ul>
Website: https://trustdnb.com/
Founded: 1980
Employees: 3
Office Locations
- Loves Park, IL (Headquarters)
- Rockford, IL
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $312.5M
Team Members
- Charles DiBenedetto, President
- Jeffrey DiBenedetto, Executive Vice-President
- Alex DiBenedetto, Vice President, Chief Compliance Officer
- Tracy Palmer, Director of Operations and Client Coordination