Divergent Path Capital Management fees and pricing

Published fees

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

Flat or project fee

$2,500⁠-⁠$20,000

“Pursuant to a written financial planning and investment consulting agreement, Divergent Path Advisors’ will charge a fixed fee ranging from $2,500 to $20,000 per written report.”

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

How Divergent Path Capital Management bills

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

• “Divergent Path Advisors Page 5 Clients are billed one-half of the fee at the time of signing the agreement with the Advisor and the other one-half upon delivery of the written report to the client.”
• “If the client terminates the agreement with the Advisor prior to the Advisor's completion of the services, any fees due the Advisor will be invoiced to the client and payable within five days of delivery of the invoice.”
• “Any unearned fees will be calculated and refunded to the client pro-rata within five days of contract termination.”

How Divergent Path Capital Management’s fees compare

• Its flat or project fee of $2,500-$20,000 spans the Texas median of $3,850. 86% of the 401 other Texas planners that publish a flat or project fee charge less.
• 45 of the 51 other planners in Dallas that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Divergent Path Capital Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Minimum

$2,500 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337528

Website

divergentpathcapital.com (opens in new tab)

Phone

(312) 805-5732

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500

Compare all 139 planners in Dallas