Diamond Nestegg

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Client assets under management

Clients

0% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

About

Diamond NestEgg primarily works with individual clients and offers comprehensive financial planning, one-on-one coaching, retirement and education planning, and modular advisory engagements. The firm also publishes general educational content and regularly presents workshops and online personal finance courses for public audiences.

The firm’s advisory work emphasizes planning and client-directed implementation rather than discretionary portfolio management; it does not execute trades, supervise client accounts on an ongoing basis, or maintain reportable assets under management. Investment recommendations often favor passive strategies using mutual funds, ETFs, equities, fixed income and REITs, and clients retain final discretion over implementation.

Distinctive features include a regular focus on educational programming and online course offerings (marketed under an educational trade name and via public platforms) and occasional sponsored workshops, which supplement its advisory activities. Principals are licensed insurance agents and may recommend and place insurance or annuity products for clients (with disclosed commissions), and the firm does not rely on percentage-of-AUM billing or custody of client assets.

Client services

Financial planning Educational seminars or workshops Personal finance courses

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Income planning Charitable giving & philanthropy

Fee options

Fixed

One-off financial plan fee of $25,000 over four months, with a 25% deposit required at engagement.

Commissions

Insurance products commissions from sale of annuities, life, health, and long-term care insurance; commissions and renewal income received by licensed insurance agents (less than 5% of time).

Project-based

Hourly fee of $750 per hour with a six-hour minimum for one-off consultations.

Subscriptions

Subscription fees for educational workshops and courses: $199 for 1 month, $299 for 3 months, $399 for 6 months, $499 for 1 year.

Other

Fee-only: Annual retainer fee of $12,000 per year; One-off financial plan fee of $25,000; One-off consultation hourly fee of $750/hour with a 6-hour minimum; Personal finance courses up to $899 per course; Educational workshops subscription fees from $199/month up to $499/year; Sponsored workshops fees up to $50,000 per event.

Main office location

Diamond Nestegg

Scarsdale NY, United States

Number of offices

Most active in

New York

Disclosures

Business activities & affiliations

Is not 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.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram YouTube Website 917-858-3278

Advisors at this firm

Jennifer L

Series 65

Scarsdale, NY

Diamond Nestegg

Jennifer Lammer is a financial advisor at Diamond NestEgg with a Series 65 license and three years of industry experience. She has served as an independent insurance agent since 2020 and is the CEO and managing member of Lammer and Company, LLC, an inactive business entity. Diamond NestEgg provides financial planning, retirement-plan advice, personal coaching, and educational programming to both individual and institutional clients. The firm emphasizes tailored financial plans and coaching under a fiduciary standard, focusing on fundamental analysis and a broadly passive investment approach without managing client assets directly.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Income planning Charitable giving & philanthropy

Markus L

Series 65

Scarsdale, NY

Diamond Nestegg

Markus Lammer is a financial advisor at Diamond NestEgg with nine years of industry experience. He holds a Series 65 designation and has worked previously at UBS Securities LLC and Credit Suisse Securities in both the USA and Europe. Outside of his advisory role, he owns income-producing real estate in London. Diamond NestEgg serves individual and institutional clients by providing financial planning, retirement-plan advice, personal coaching, and educational programming, including online courses and workshops. The firm delivers tailored financial plans and recommendations grounded in fundamental analysis and a broadly passive investment approach, while clients retain discretion over implementation.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Income planning Charitable giving & philanthropy

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