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

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

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Diversify Advisory Services, LLC
April 2025 - Present · 9 mos
Dfpg Investments, LLC
April 2025 - Present · 9 mos
Dfpg Investments, LLCBroker
April 2025 - Present · 9 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
August 2019 - April 2025 · 5 yrs 8 mos
Robert W. Baird & CO. Incorporated Broker
March 2019 - April 2025 · 6 yrs 1 mo
TD Ameritrade, INC.Broker
February 2018 - June 2018 · 4 mos
Scottrade, INC.Broker
November 2009 - February 2018 · 8 yrs 3 mos
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amy Simmons - Financial Advisor | AdvisorDiscover