Divergent Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$423,054,443
Total clients
268
75% high-net worth
Total advisors
4
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
67
Average account size
$1,578,561
Client services
Fee options
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Divergent Planning
6701 Democracy Blvd., Suite 300
Bethesda MD 20817, United States
Number of offices
1
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