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How does the DIVERGENT WEALTH ADVISORS, LLC help clients – Key Takeaways:
DIVERGENT WEALTH ADVISORS, LLC prides itself on being a top financial advising firm, providing expert advice and guidance on wealth management and financial planning. In a constantly evolving financial landscape, clients can trust in the expertise and professionalism of DIVERGENT WEALTH ADVISORS, LLC to help them navigate their financial goals.
Facts and Insights
As a leading financial advising firm, DIVERGENT WEALTH ADVISORS, LLC has a proven track record of success. With over $500 million in assets under management and a team of highly qualified advisors, they have the experience and resources to help clients achieve their financial goals. DIVERGENT WEALTH ADVISORS, LLC has been in business for over 15 years and continues to grow and adapt to the ever-changing financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Financial Services Offered
DIVERGENT WEALTH ADVISORS, LLC offers a wide range of financial services to their clients, including but not limited to:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Solutions
Client Types
DIVERGENT WEALTH ADVISORS, LLC caters to a diverse client base, including high net worth individuals, families, and small businesses. They pride themselves on building strong relationships with their clients, understanding their unique needs and goals, and creating personalized financial solutions.
Fees & Compensation
DIVERGENT WEALTH ADVISORS, LLC operates on a fee-only basis, meaning they do not receive any commissions or incentives from third parties. This ensures that their recommendations are always in the best interest of their clients. Fees are based on a percentage of assets under management, providing alignment with their clients’ financial success.
Background
Founded in 2005, DIVERGENT WEALTH ADVISORS, LLC has been dedicated to helping clients achieve their financial goals through a holistic and personalized approach. Their team of advisors has a combined experience of over 50 years in the financial industry and continues to stay up-to-date with the latest trends and strategies to provide the best financial solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, DIVERGENT WEALTH ADVISORS, LLC always acts in their clients’ best interest and must disclose any potential conflicts of interest. Clients can trust that they will receive unbiased recommendations and transparent communication from their advisors.