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

462 E 800 N, Orem, UT, 84097

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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
Dfpg Investments, LLCBroker
September 2025 - Present · 4 mos
Dfpg Investments, LLC
September 2025 - Present · 4 mos
Diversify Wealth Management, LLC
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Diversify Wealth Management LLC
May 2023 - July 2024 · 1 yr 2 mos
State Registrations1 state
UT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.