Diamond Nestegg
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About
Diamond NestEgg primarily works with individual clients and offers comprehensive financial planning, one-on-one coaching, retirement and education planning, and modular advisory engagements. The firm also publishes general educational content and regularly presents workshops and online personal finance courses for public audiences.
The firm’s advisory work emphasizes planning and client-directed implementation rather than discretionary portfolio management; it does not execute trades, supervise client accounts on an ongoing basis, or maintain reportable assets under management. Investment recommendations often favor passive strategies using mutual funds, ETFs, equities, fixed income and REITs, and clients retain final discretion over implementation.
Distinctive features include a regular focus on educational programming and online course offerings (marketed under an educational trade name and via public platforms) and occasional sponsored workshops, which supplement its advisory activities. Principals are licensed insurance agents and may recommend and place insurance or annuity products for clients (with disclosed commissions), and the firm does not rely on percentage-of-AUM billing or custody of client assets.
Client services
Expertise
Fee options
One-off financial plan fee of $25,000 over four months, with a 25% deposit required at engagement.
Insurance products commissions from sale of annuities, life, health, and long-term care insurance; commissions and renewal income received by licensed insurance agents (less than 5% of time).
Hourly fee of $750 per hour with a six-hour minimum for one-off consultations.
Subscription fees for educational workshops and courses: $199 for 1 month, $299 for 3 months, $399 for 6 months, $499 for 1 year.
Fee-only: Annual retainer fee of $12,000 per year; One-off financial plan fee of $25,000; One-off consultation hourly fee of $750/hour with a 6-hour minimum; Personal finance courses up to $899 per course; Educational workshops subscription fees from $199/month up to $499/year; Sponsored workshops fees up to $50,000 per event.
Main office
Scarsdale NY
Advisors at this office
2
Most active in
New York
Also doing business as
Diamond Nestegg · Diamond Nestegg, LLC · Your Financial Journey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jennifer L
Series 65
Scarsdale, NY
Diamond Nestegg
Jennifer Lammer is a financial advisor at Diamond NestEgg with a Series 65 license and four years of industry experience. She has been with Diamond NestEgg since 2019 and is also the Chief Executive Officer and Managing Member of Lammer and Company, LLC, an inactive business entity. In addition to her advisory role, she works part-time as an independent insurance agent. Diamond NestEgg primarily serves individual clients by providing comprehensive financial planning, one-on-one coaching, and retirement and education planning. The firm emphasizes planning and client-directed implementation, focusing on educational programming and online personal finance courses rather than discretionary portfolio management.
Markus L
Series 65
Scarsdale, NY
Diamond Nestegg
Markus Lammer is a financial advisor at Diamond NestEgg with nine years of industry experience. He holds a Series 65 designation and previously worked at UBS Securities LLC and Credit Suisse Securities (USA) LLC. Outside of his advisory work, he owns income-producing real estate in London. Diamond NestEgg serves individual clients by providing comprehensive financial planning, coaching, and educational programs. The firm focuses on client-directed implementation and favors passive investment strategies, emphasizing education through workshops and online courses rather than discretionary portfolio management.
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