AH
ChFC

Andrew Richard Hauber

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
105 advisors
Number of Clients
3,698 clients
Average Client Portfolio
$867K average
Assets Under Management
$3.2B

Fee Structure

Diversify Advisory Services, LLC charges fees for financial planning, corporate consulting, multi-family office services, and portfolio/investment management services. Fees for financial planning and corporate consulting are negotiated. Family Office clients can engage Diversify as a fixed fee based on project or pay an annual fee for services. Sub-advisory accounts are charged an Advisory Fee negotiated between the client and the IAR, subject to a maximum annual rate of 1.75% plus a Management Fee of 0.25%.

Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
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Advisor Information

Office location

918 Maple St, Conshohocken, PA, 19428

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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
June 2024
Denied
Customer Dispute
September 2008
Denied
Other Business ActivitiesSells Insurance

Andrew is an agent for multiple life insurance brokerages, including 1847Financial, MWealth Advisors, and March Forward, dedicating about a quarter to about half of his time to these activities. He is also a partner in BBCH Realty Partners LLC, a property ownership company, but spends minimal time on this.

Employment History
Current Registrations
Diversify Advisory Services, LLC
December 2023 - Present · 2 yrs 1 mo
Dfpg Investments, LLCBroker
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Dfpg Investments, LLC
October 2022 - December 2023 · 1 yr 2 mos
Hornor, Townsend & Kent, LLC
April 2015 - October 2022 · 7 yrs 6 mos
Hornor, Townsend & Kent, LLC Broker
March 2015 - October 2022 · 7 yrs 7 mos
Metlife Securities INC.
January 2015 - March 2015 · 2 mos
Metlife Securities INC.Broker
January 2015 - March 2015 · 2 mos
New England Securities Corporation
February 2008 - January 2015 · 6 yrs 11 mos
New England SecuritiesBroker
August 2007 - January 2015 · 7 yrs 5 mos
State Registrations20 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.