Diversified Investment Services LLC fees and pricing
Financial planner in Durham, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 22, 2026, Diversified Investment Services LLC charges a flat or project fee of $50-$250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $50-$250
“The negotiated fixed rate for creating client financial plans is between $50 and $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Diversified Investment Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty for a full refund of DIS's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of DIS’s fees, within five business days of signing the Financial Planning Agreement.”
How Diversified Investment Services LLC’s fees compare
- Its flat or project fee of $50-$250 is below the North Carolina median of $4,800. None of the 172 other North Carolina planners that publish a flat or project fee charge less.
- None of the 10 other planners in Durham that publish a flat or project fee charge less.
About Diversified Investment Services LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- 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
- 2% a year
- Clients
- 157
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $29,300,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288689
- Phone
- (919) 382-3366
Other planners in Durham that publish fees
- Alohana Financial, LLCDurham$500/hr, $1,500
- Brooks Financial of North Carolina, LLCDurham$125/hr
- Capital Solutions Advisors, LLCDurham$200/hr, $500-$20,000
- Center Peak FinancialDurham$500/hr, $2,000-$25,000
- Fryar FinancialDurham$150/hr
- Integrated Wealthcare, LLCDurham$525/hr, $15,000
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.