Divergent Planning's Form ADV discloses 1.55% on the first $500,000, 1.30% on the next $500,000, 0.90% on the next $1 million, 0.75% on the next $1 million, and 0.65% on assets above $3 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #285688), Divergent Planning is subject to fiduciary duty under federal law.
Divergent Planning is headquartered in BETHESDA, MD.
Divergent Planning serves 200 high-net-worth clients according to their SEC filing dated January 10, 2026. View client details ↓
According to their SEC Form ADV, Divergent Planning offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Divergent Planning manages $423 million in client assets according to their SEC filing dated January 10, 2026.
According to their SEC Form ADV, Divergent Planning serves high-net-worth individuals and institutional clients. View client details ↓