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
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 Wealth Management, LLC
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Caliber Wealth Management, LLC
March 2022 - July 2024 · 2 yrs 4 mos
Teton Wealth Group LLC
February 2021 - February 2022 · 1 yr
Sowell Management
June 2019 - February 2022 · 2 yrs 8 mos
Dfpg Investments, INC.
June 2018 - May 2019 · 11 mos
Dfpg Investments, INC.Broker
March 2018 - May 2019 · 1 yr 2 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.
Ben Brackett - Financial Advisor | AdvisorDiscover