Diversified Financial Management fees
Financial planner in Norwell, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 13, 2026, Diversified Financial Management (Norwell, MA) charges $350 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change.
- Hourly rate
- $350/hr
Above the Massachusetts median of $300; 60% of the 131 other planners in Massachusetts that publish an hourly rate charge less. 1 of the 2 other planners in Norwell charges less.
“Alternately, fees may be calculated based on an hourly rate of $350.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 5 employees
- Registered since
- 2014 (12 years)
How Diversified Financial Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable quarterly, at the end of each calendar quarter.”
- “Prorated fees For new Clients, the first invoice is generally prorated from the date assets are placed in accounts, or upon an agreed upon billing date.”
- “Upon termination of the advisory agreement, fees are prorated to the termination date, or the date the assets are scheduled to leave the account (as instructed by the Client and hereafter referred to as the “termination date”).”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 139
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $339 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 13, 2026
- CRD number
- 171813 (opens in new tab)
- Phone
- (781) 792-0440
Registered or notice filed in 3 states: Florida, Massachusetts, New Hampshire
Other planners in Norwell that publish fees
- Autumn Lane Advisory LLCNorwellHourly $250-$500/hr, Flat $2,500-$15,000
- Dhyan Capital ManagementNorwellHourly up to $400/hr
- Gorman Financial ManagementNorwellAnnual from $6,000/yr
- Montanari Financial Advisors Inc.NorwellHourly $200/hr, Flat $2,500
More planners in Massachusetts that publish fees
- Moore Financial Advisors, Ltd.BelmontHourly $350/hr, Flat $3,500-$6,000
- Von Blucher Capital LLCArlingtonFlat $1,000-$5,000
- Fee-Only Financial PlanningHadleyHourly $100/hr, Flat $100-$500
- Cottage Street AdvisorsMarionHourly $250-$500/hr, Flat $2,500-$10,000
- Beyond Your Hammock LLCBostonFlat $500-$8,000, Monthly $300-$2,000/mo
- AVK PartnersConcordFlat up to $25,000
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.