Advisor at Divergent Planning
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.
Flat annual fee for financial planning and consulting services between $7,000 and $20,000 annually
$0 - $499,999.99: 1.55% $500,000 - $999,999: 1.30% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.75% $3,000,000+: 0.65%
Financial planning fees calculated at $350/hour upon termination for unearned fees
Account minimum: $750,000 household average daily balance for bundled asset management and financial planning services; $0 minimum for portfolio management alone; $7,000 minimum annual fee for standalone financial planning/consulting services Minimum fee: Minimum annual fee of $7,000 ($1,750 per quarter) for standalone financial planning and consulting services Fee-only: Flat annual fee assessed quarterly for financial planning and consulting services, minimum $7,000 annually, up to $20,000 annually
Divergent Planning, LLC
2022 - Present (4 years)
Wealthway Financial Advisors
2019 - 2022 (3 years)
Ameriprise Financial
2018 - 2018 (1 year)
Fairfax Racquet Club
2017 - 2017 (1 year)
Travesky & Associates, Ltd.
2016 - 2016 (1 year)
Virginia Polytechnic & State Institute
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Suffolk, VA
Edward Jones
CFP®, Series 66
Suffolk, VA
Edward Jones
CFP®, Series 66
Suffolk, VA
Edward Jones
Series 66
Suffolk, VA
Edward Jones
CFP®, Series 63, Series 65
Suffolk, VA
Korving & Company LLC
Series 66
Suffolk, VA
Korving & Company LLC
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")
