Divergence Wealth Management LLC fees and pricing

Financial planner in Portsmouth, New Hampshire. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 10, 2026, Divergence Wealth Management LLC charges $200 an hour and an annual fee of $2,500⁠-⁠$15,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Hourly fees are $200 per hour.”
Annual fee
$2,500⁠-⁠$15,000/yr
“Wealth management fees range from $2,500 to $15,000 annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Divergence Wealth Management LLC bills

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

  • “Fees for Advisory Services Wealth Management Services Wealth management fees are paid in arrears of each month or calendar quarter (“Billing Period”) pursuant to the terms of the wealth management agreement.”
  • “The wealth management fee in the first Billing Period of service is prorated from the inception date of the account[s] to the end of the first Billing Period.”
  • “Fees may be negotiable at the sole discretion of the Advisor.”

How Divergence Wealth Management LLC’s fees compare

  • Its hourly rate of $200 is below the New Hampshire median of $275. 15% of the 52 other New Hampshire planners that publish an hourly rate charge less.
  • None of the 9 other planners in Portsmouth that publish an hourly rate charge less.
  • Its annual fee of $2,500-$15,000 spans the New Hampshire median of $7,100. 57% of the 14 other New Hampshire planners that publish an annual fee charge less.
  • 1 of the 2 other planners in Portsmouth that publish an annual fee charge less.

About Divergence Wealth Management LLC

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
341903
Website
divergencewealth.com (opens in new tab)
Phone
(603) 956-1286

Can advise clients in 2 states: New Hampshire, Rhode Island

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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.