Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
74 advisors
Number of Clients
4,997 clients
Average Client Portfolio
$506K average
Assets Under Management
$2.5B

Fee Structure

Diversify is compensated for services based on clients’ assets under management and also charges fixed or hourly fees for financial planning and consulting. Fees vary depending on the platform or service selected and may be negotiable. Family office services are charged as a flat fee, paid quarterly in advance, and are negotiated depending on the nature of the relationship and complexity of services to be provided, generally not exceeding $1 million.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

9017 S Riverside Dr., Suite 210, Sandy, UT, 84070

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2000
Final
Other Business Activities

Eddie is a member/owner of G&F Associates, a real estate LLC, since 2000, and owns rental property in Maryland and Naples, FL since 2022. He spends minimal time on these activities, depositing rent checks, paying expenses, and maintaining the properties.

Employment History
Current Registrations
Diversify Wealth Management, LLC
April 2024 - Present · 1 yr 9 mos
Diversify Advisory Services, LLC
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
Dfpg Investments, LLC
October 2022 - January 2024 · 1 yr 3 mos
Kestra Advisory Services, LLC
March 2017 - October 2022 · 5 yrs 7 mos
Wfg Advisors, LP
March 2011 - March 2017 · 6 yrs
Esi Financial Advisors
June 2004 - March 2011 · 6 yrs 9 mos
Equity Services, INC. Broker
April 2004 - March 2011 · 6 yrs 11 mos
Equity Services, INC. Broker
January 2001 - February 2004 · 3 yrs 1 mo
Pruco Securities Corporation Broker
June 1998 - December 2000 · 2 yrs 6 mos
State Registrations3 states
DENHTX
Advisor
Exams
No exam information available for this advisor.
Eddie Ghabour - Financial Advisor | AdvisorDiscover