BN
PFS

Benjamin Thomas Newhouse

25 Years of Experience

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

3812 S Fremont Ave, Springfield, MO, 65804

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Regulatory History (2)
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.
Customer Dispute
October 2008
Denied
Customer Dispute
June 2005
Closed-No Action
Other Business ActivitiesSells Insurance

Benjamin is the CEO of Vineyard Asset Management, LLC, dedicating nearly full-time hours to managing broker-dealer and RIA operations. He also owns an insurance business, spending minimal time on soliciting and selling traditional insurance products, including premium financed policies.

Employment History
Current Registrations
Diversify Wealth Management, LLC
October 2025 - Present · 3 mos
Integrated Advisors Network LLC
August 2015 - Present · 10 yrs 5 mos
Dfpg Investments, LLC
July 2015 - Present · 10 yrs 6 mos
Dfpg Investments, LLCBroker
July 2015 - Present · 10 yrs 6 mos
Previous Registrations
First Allied Advisory Services, INC.
July 2012 - July 2015 · 3 yrs
First Allied Securities, INC.Broker
May 2010 - July 2015 · 5 yrs 2 mos
First Allied Securities, INC.
May 2010 - July 2012 · 2 yrs 2 mos
Royal Alliance Associates, INC.
November 2007 - May 2010 · 2 yrs 6 mos
Vineyard Asset Management, LLC
November 2007 - December 2009 · 2 yrs 1 mo
Royal Alliance Associates, INC. Broker
October 2007 - May 2010 · 2 yrs 7 mos
MML Investors Services, INC.
May 2004 - November 2007 · 3 yrs 6 mos
MML Investors Services, INC. Broker
May 2004 - November 2007 · 3 yrs 6 mos
Royal Alliance Associates, INC.
September 2002 - May 2004 · 1 yr 8 mos
Royal Alliance Associates, INC. Broker
March 2000 - May 2004 · 4 yrs 2 mos
State Registrations18 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Benjamin Thomas Newhouse - Financial Advisor | AdvisorDiscover