AH
CFP

Alexander Joseph Haviland

11 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

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.
Customer Dispute
February 2023
Settled
Other Business Activities

Alexander is a financial strategist on the board of directors for Next Step Warehouses and owner of FirstPurpose Tax, KTC Properties, and KTB Ventures. These activities require minimal time commitment.

Employment History
Current Registrations
Diversify Wealth Management, LLC
March 2024 - Present · 1 yr 10 mos
Dfpg Investments, LLCBroker
May 2016 - Present · 9 yrs 8 mos
Previous Registrations
Diversify Wealth Management LLC
November 2014 - July 2024 · 9 yrs 8 mos
State Registrations12 states
CAFLHIIDINKYNJNYOHTXUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexander Joseph Haviland - Financial Advisor | AdvisorDiscover