Diesslin Group, Inc. logo

Diesslin Group, Inc.

Updated today

Client assets under management

$653,371,995

Clients

280

53% high-net worth

Advisors

5

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

56

Typical

Average account size

$2,333,471

About

Diesslin Group, Inc. provides comprehensive, fee-only financial planning and discretionary portfolio management to individuals, closely held businesses, corporations, charitable organizations, and pension and profit‑sharing plans, managing roughly $696 million in client assets. Its services include cash flow and net worth analysis, retirement and tax planning, insurance and estate planning, education and business planning, and ongoing portfolio oversight primarily implemented through no‑load and actively managed mutual funds.

The firm establishes investment policy statements for clients, emphasizes long‑term (five‑year or greater) horizons and diversified asset allocation, and considers tax implications when constructing portfolios, typically using custodial platforms at Schwab or Fidelity. For accredited or otherwise qualified clients, Diesslin supplements mutual‑fund allocations with alternative investments and private partnerships and conducts periodic and annual reviews as part of its implementation and monitoring process.

Distinctively, Diesslin acts as a sponsor and manager of pooled private funds—Diesslin Energy Opportunities Fund I, Diesslin Real Estate Opportunities Fund I, and Diesslin Private Equity Opportunities Fund I—and offers participation in Five States Energy Company-sponsored vehicles; those pooled vehicles are closed to new investors and have reported partnership-level values in the brochure. The firm may serve as general partner (receiving management fees and distributions in that capacity), provides portfolio management for pooled vehicles, and can enter into performance‑based fee arrangements for qualified clients, features that are uncommon among peer team firms.

Client services

Financial planning Portfolio management Selection of other advisers
"financial planning" is broad, but some services (for example, expert witness or real estate advisory service) may fall outside.

Expertise

Retirement income strategy General tax planning Charitable giving & philanthropy Business ownership considerations Private / alternative investments

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

$500 set-up fee for non-managed annuity services; $250 setup fee for 529 account; fixed retainer fees negotiable for consulting and special services

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.60% $3,000,001 - $6,000,000: 0.30% $6,000,001 - $10,000,000: 0.25% $10,000,001 - $20,000,000: 0.20% $20,000,001+: 0.15%

Project-based

$250/hour plus expenses for due diligence/ad hoc services; hourly services available for initial financial planning under certain circumstances; consulting and special services at hourly rates

Performance-based

Performance-based fees for Qualified Clients with at least $1,000,000 managed assets or $2,000,000 net worth; fees invoiced quarterly in arrears based on gains above reference return

Subscriptions

Ongoing financial planning retainer fee (amount dependent on client needs and negotiated)

Other

Account minimum: $1,000,000 Fee-only: Fee-only financial planning and asset management services

Main office location

Diesslin Group, Inc.

425 Houston Street, Suite 500

Fort Worth TX 76102-7411, United States

Number of offices

1

Most active in

Arizona · California · Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Olivia P

CFP®

Fort Worth, TX

Diesslin Group, Inc.

Olivia Partin is a CFP® professional with seven years of industry experience, currently serving at Diesslin Group, Inc. in Fort Worth, TX. She has worked with Diesslin Group since 2021 and previously spent seven years at Cumbie Advisory Services, Inc. Diesslin Group, Inc. provides tailored, fee-only financial planning and asset management services to individuals, closely held businesses, corporations, charitable organizations, and retirement plans. The firm manages approximately $621 million in assets, emphasizing strategic asset allocation, tax-sensitive implementation, and active portfolio management, and also sponsors private investment funds in energy, real estate, and private equity.

Retirement income strategy General tax planning Charitable giving & philanthropy Business ownership considerations Private / alternative investments Founder/Business Owner Executive
user avatar

Luke H

Series 65

Fort Worth, TX

Diesslin Group, Inc.

Luke Hockett is a financial advisor with Diesslin Group, Inc. in Fort Worth, TX, holding a Series 65 designation and three years of industry experience. He has worked at Diesslin Group, Inc. since 2014, with a three-year period at Iqeq from 2019 to 2022 before returning to Diesslin. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, and institutions. The firm manages approximately $621 million in assets, utilizing strategic asset allocation, global diversification, and tax-sensitive implementation, and also sponsors private funds including energy, real estate, and private equity opportunities.

Retirement income strategy General tax planning Charitable giving & philanthropy Business ownership considerations Private / alternative investments Founder/Business Owner Executive
user avatar

Scott R

Series 65

Fort Worth, TX

Diesslin Group, Inc.

Scott Reasor is a financial advisor at Diesslin Group, Inc. in Fort Worth, TX, holding a Series 65 designation with 20 years of industry experience. He has been with Diesslin & Associates, Inc. since 2004. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, corporations, charitable organizations, and pension plans. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and also serves as a private fund sponsor and manager for several closed-end investment funds.

Retirement income strategy General tax planning Charitable giving & philanthropy Business ownership considerations Private / alternative investments Founder/Business Owner Executive
user avatar

Mark M

CFA®, Series 65

Fort Worth, TX

Diesslin Group, Inc.

Mark Michel is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has worked at Diesslin Group, Inc. since 2021 and previously spent five years at American Beacon Advisors. Diesslin Group, Inc. provides fee-only financial planning and asset management services to individuals, businesses, and institutional clients. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and also serves as a private fund sponsor and manager with several closed investment funds.

Retirement income strategy General tax planning Charitable giving & philanthropy Business ownership considerations Private / alternative investments Founder/Business Owner Executive
user avatar

Norman F

CFP®

Fort Worth, TX

Diesslin Group, Inc.

Norman Farr is a CFP® with 25 years of industry experience and has been with Diesslin & Associates, Inc. since 1992. He is based in Fort Worth, TX, and is part of the Diesslin Group, Inc. team. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, and organizations, managing approximately $621 million in assets. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and is notable for its role as a private fund sponsor and manager of several closed-end investment funds.

Retirement income strategy General tax planning Charitable giving & philanthropy Business ownership considerations Private / alternative investments Founder/Business Owner Executive
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