DIWY Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
22
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$0
About
DIWY Financial Planning provides fee‑only financial planning to individuals, serving both non‑high‑net‑worth and high‑net‑worth clients through one‑on‑one engagements, recurring access to a planning tool, group "Office Hours," and educational webinars or speaking engagements. Its advice covers a range of topics including net worth, cash flow, insurance, employee benefits, retirement, college, and estate planning.
The firm operates as an advice‑only practice and does not provide ongoing discretionary portfolio management, accept custody of client assets, or continuously monitor client accounts; recommendations may include specific securities but clients implement and maintain their holdings. Services are delivered on an on‑demand basis using defined engagement windows (including 30‑day windows for one‑on‑one sessions and pay‑as‑you‑go group sessions) rather than an ongoing AUM relationship.
What distinguishes DIWY Financial Planning from many peers is its formal offering of interactive group office hours and public educational webinars alongside one‑on‑one planning, which is less common among independent firms, and its explicit absence of percentage‑of‑assets fees or asset‑management services. The firm’s principal also participates in industry organizations focused on advice‑only planners and performs limited consulting work related to divorce planning, reflecting a practice orientation toward advice and education rather than asset management.
Client services
Financial planning
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$200 to $1,000 per hour depending on complexity and expertise required; standard tier: $400 first hour, $300 second, $250 third, $200 subsequent hours within 30 days
Group Office Hours billed at $200 per 30-day window, payable in advance
Fee-only: Hourly rates ranging from $200 to $1,000 per hour; Group Office Hours at $200 per 30-day window; Educational webinars up to $500 per participant
Main office location
DIWY Financial Planning
12100 Wilshire Blvd Ste 800
Los Angeles CA 90025-7140, United States
Number of offices
2
Most active in
DIWY Financial Planning has reported serving >5 clients in these states in the last 12 months.
California · New York · Oregon · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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")