PlannerFees

Diversified, LLC fees and pricing

Financial planner in Wilmington, Delaware. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 22, 2026, Diversified, LLC charges $250⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250⁠-⁠$500/hr
“Financial Consulting Services Financial consulting services fees are charged on an hourly basis, with hourly fees ranging from $250 to $500, depending on a number of factors, including the nature and complexity of the client's circumstances and upon mutual agreement with the client.”

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

How Diversified, LLC bills

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

  • “Fees for Elite bundle services will be specified in the Elite Services Agreement a client signs with Diversified, and will be billed on a flat-fee or assets under management basis, or a combination of the two as specified in the agreement.”
  • “Diversified may collect one-half of the total estimated fee upon execution of the financial consulting services agreement (if specified in the agreement), with the remaining fee due upon presentation of a final invoice detailing actual hours expended.”
  • “Clients should refer to this disclosure document for specific fee schedules and termination and refund procedures.”

How Diversified, LLC’s fees compare

  • Its hourly rate of $250-$500 spans the Delaware median of $300. 72% of the 18 other Delaware planners that publish an hourly rate charge less.
  • 8 of the 10 other planners in Wilmington that publish an hourly rate charge less.

About Diversified, LLC

“Diversified offers comprehensive Financial Planning Services to its clients typically in a two-phase process. Diversified provides on-going financial planning advice on a retainer and/or asset management fee basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 53 employees.
  • Founded: 1982 (44 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Cash flow and budgeting

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
1.95% a year
Clients
1,982
Employees
53
Works with
Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$2,791,127,378
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
331709
Website
facebook.com/DiversifiedLLCDE (opens in new tab)
Phone
(302) 765-3500

Can advise clients in 28 states: Alabama, Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Vermont, Washington, Wisconsin

Other planners in Wilmington that publish fees

Compare all 17 planners in Wilmington

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