How does the advisor help clients – Key Takeaways:
DIVERSIFIED CONSUMER PLANNING provides comprehensive financial planning and investment management services to clients. They have a team of experienced financial advisors who help clients achieve their financial goals and develop customized strategies for managing their wealth.
Their services include creating personalized financial plans, investment management, retirement planning, estate planning, tax planning, and education planning. With their expertise and guidance, clients can make well-informed decisions about their financial future and have peace of mind knowing that their wealth is in good hands.
Facts and Insights:
DIVERSIFIED CONSUMER PLANNING has been in the financial services industry for over 20 years. They currently have assets under management of $500 million and their team consists of 10 advisors who are dedicated to providing top-notch financial advice and services to clients.
Their approach is focused on building long-term relationships with clients and they strive to understand each individual’s unique financial situation, goals, and risk tolerance before creating a customized financial plan.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types:
DIVERSIFIED CONSUMER PLANNING serves a diverse range of clients, including individuals, families, and small business owners. Their services are tailored to meet the unique needs and goals of each client, regardless of their financial situation or stage of life.
Fees & Compensation:
As a fee-only advisor, DIVERSIFIED CONSUMER PLANNING charges a percentage of assets under management as their primary form of compensation. This means that their interests are aligned with their clients’ and they do not earn commissions or receive any other form of compensation for recommending specific products or services.
They provide transparent and easy-to-understand fee structures to their clients, ensuring that they are fully aware of the cost of their services.
Background:
DIVERSIFIED CONSUMER PLANNING was founded in 2000 with the mission of providing personalized and holistic financial planning and investment management services. Over the years, they have helped numerous clients achieve their financial goals and have built a strong reputation for their expertise and dedication to client success.
Financial Advisor Disclosures to Know:
As a registered investment advisor, DIVERSIFIED CONSUMER PLANNING has a fiduciary duty to act in the best interest of their clients at all times. They also have a legal obligation to disclose any potential conflicts of interest and provide transparent and accurate information to their clients.
Their advisors are also required to adhere to a strict code of ethics and are committed to upholding the highest standards of professionalism and integrity in their work.