DIVERSIFIED CONSUMER PLANNING LLC

Overview

Diversified Consumer Planning LLC is an independent, owner‑managed registered investment adviser focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm bills on a percentage‑of‑AUM basis and appears to target mass‑affluent households given its client and account size metrics. Its ADV shows a straightforward advisory model: ongoing planning combined with active management of client portfolios rather than large institutional or pension consulting work. The firm is not positioned as an ESG investor and does not identify as a multi‑state or pension consultant adviser. Investment activity centers on pooled public vehicles rather than direct, concentrated stock positions or broad alternative strategies. With all reported assets listed as discretionary, the team is likely implementing model allocations or customized mutual‑fund based portfolios on behalf of clients and exercising ongoing trading authority through its custodian relationship.

Assets & Accounts

Public Holdings

Location & Offices