Overview
Assets Under Management: $323 million
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 196
Average Client Assets: $2 million
Frequently Asked Questions
DIVERGENT PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285688), DIVERGENT PLANNING, LLC is subject to fiduciary duty under federal law.
DIVERGENT PLANNING, LLC is headquartered in BETHESDA, MD.
DIVERGENT PLANNING, LLC serves 196 high-net-worth clients according to their SEC filing dated January 10, 2025. View client details ↓
According to their SEC Form ADV, DIVERGENT PLANNING, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
DIVERGENT PLANNING, LLC manages $323 million in client assets according to their SEC filing dated January 10, 2025.
According to their SEC Form ADV, DIVERGENT PLANNING, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 196
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.57
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 895
Discretionary Accounts: 895
Regulatory Filings
CRD Number: 285688
Last Filing Date: 2025-01-10 00:00:00
Website: https://divergentplanning.com