BC

Benjamin Kevin Chappell

13 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

3333 N Digital Drive, #700, Lehi, UT, 84043

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Regulatory History (3)
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.
Employment Separation After Allegations
January 2018
Customer Dispute
October 2017
Settled
Customer Dispute
March 2017
Settled
Other Business ActivitiesSells Insurance

Benjamin is an insurance agent doing business as Longhorn Financial since 2012, spending a few hours per week on insurance sales and service. He also works as a mortgage loan originator for Houzd Mortgage, dedicating minimal time to this activity.

Employment History
Current Registrations
Diversify Advisory Services, LLC
October 2025 - Present · 3 mos
Previous Registrations
Drive Wealth Advisers
October 2022 - October 2025 · 3 yrs
Foresight Wealth Management, LLC
January 2018 - November 2022 · 4 yrs 10 mos
Foresight Wealth Management, LLC
January 2018 - January 2018 · 0 mos
Hornor, Townsend & Kent, INC.
May 2017 - January 2018 · 8 mos
Hornor, Townsend & Kent, INC. Broker
September 2012 - January 2018 · 5 yrs 4 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.