Diversified Planning Strategies Advisors LLC

Overview

Diversified Planning Strategies Advisors LLC is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management primarily to individuals, families and small businesses. The firm lists a mix of fee models—percentage of assets under management, hourly charges and fixed fees—and is SEC-registered in 2026. Its advisory scope emphasizes personalized planning and discretionary portfolio management rather than acting as a capital allocator or pension consultant. The firm is not identified as an active ESG investor and notes an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives