DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC

Overview

Diversified Planning Strategies Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families (and small-business owners) with financial planning and discretionary portfolio management. Its fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. The adviser identifies an insurance-company industry affiliation, does not describe itself as an active ESG investor, and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices