Diazo, LLC fees and pricing

Financial planner in Henderson, Nevada. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Diazo, LLC charges a flat or project fee of $1,000⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $1,000⁠-⁠$5,000; “The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000.”

Payment and refund terms, quoted from the fee section of the brochure.

“These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of DIAZO's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty, for a full refund of DIAZO’s fees, within five business days of signing the Financial Planning Agreement.”

Its flat or project fee of $1,000-$5,000 is below the Nevada median of $5,000. 32% of the 50 other Nevada planners that publish a flat or project fee charge less.
2 of the 5 other planners in Henderson that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.4% a year
Clients: 339
Employees: 9
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $221,570,863
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 324419
Website: facebook.com/DiazoLLC (opens in new tab)
Phone: (702) 745-1800

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.