Advisor at Diversify Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Diversify Wealth Management, LLC
Location
Sitka, AK
Credentials
Series 66
Industry experience
6 years
Flat fees for financial planning projects and family office services, paid quarterly in advance; corporate consulting fees up to $10,000.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%
Hourly fees for financial planning up to $400 per hour, negotiated with client.
Performance-based compensation received by Diversify as solicitor for private fund managers; details in Item 6 and 10 (not fully extracted).
Account minimum: $500,000 Fee-only: Financial planning fees charged hourly, fixed project, or fixed annual fees. Hourly fees up to $400/hour.
Diversify Wealth Management, LLC
2025 - Present (1 year)
DFPG Investments, LLC
2023 - Present (3 years)
Diversify Advisory Services, LLC
2023 - 2025 (2 years)
Edward Jones
2019 - 2023 (4 years)
Petersburg School District
2017 - 2019 (2 years)
Aguilar School District
2016 - 2017 (1 year)
Haines Borough School District
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
