Diversifi Capital Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500

“The one-time initiation fee of $500, collected to cover services provided during onboarding, is non-refundable.”

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

How Diversifi Capital Inc bills

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

• “Clients may terminate the agreement without penalty for a full refund of DiversiFi's fees within five business days of signing the Investment Advisory Contract without penalty and for a full refund and may be terminated by phone or email.”
• “Partial billing periods fees will be prorated based on the number of days the account was open during the billing period.”
• “Clients may terminate the agreement without penalty for a full refund of DiversiFi's fees within five business days of signing the Investment Advisory Contract and may be terminated by phone or email.”

How Diversifi Capital Inc’s fees compare

• Its flat or project fee of $500 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 4 other planners in Los Altos that publish a flat or project fee charge less.

About Diversifi Capital Inc

• Firm size: 13 employees.
• Founded: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

264

Employees

13

Works with

Individuals, high net worth individuals, pooled investment vehicles, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selecting other advisers, and educational seminars and workshops

Assets managed

$671,426,250

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

242788

Website

diversificapital.com (opens in new tab)

Phone

(650) 632-5667

Can advise clients in 9 states: California, Colorado, District of Columbia, New Hampshire, New York, Oregon, Texas, Virginia, Washington

Other planners in Los Altos that publish fees

• Gates Pass Advisors, LLCLos Altos$5,000
• Kuleana Wealth AdvisorsLos Altos$400/hr, $5,000
• Pwjohnson Wealth & Legacy, LLCLos Altos$325/hr, $2,500⁠-⁠$20,000/yr
• Three Bridge Wealth AdvisorsLos Altos$350/hr, $2,500⁠-⁠$50,000
• Total Wealth SolutionsLos Altos$1,000⁠-⁠$5,000

Compare all 9 planners in Los Altos