Diamond Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides advisory services to individuals, high-net-worth clients, corporations and other investment advisers, offering comprehensive financial planning, retirement planning and discretionary portfolio management. It also advises on employer-sponsored plans and rollover options as part of its continuous advice model.
The firm operates primarily in a virtual model and uses a tailored financial planning process to establish client goals, risk tolerance and an investment policy, then implements portfolios using a mix of ETFs, mutual funds, stocks and bonds. Accounts are managed on a discretionary basis, reviewed at least quarterly, and the adviser may use model portfolios available through a third‑party model marketplace.
Notable distinctions include its small scale — managing approximately $1.21 million in discretionary assets — while also participating in a custodial platform’s Model Marketplace and Match Program to access third‑party model portfolios. The firm maintains an institutional relationship with its custodian that provides technology and support services tied to asset thresholds and involves payments and potential platform‑termination fees, a relationship the firm discloses as a source of potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Flat fees for financial plans, with a minimum fee of $250
All account sizes+: 0.9% annually (0.225% quarterly)
Financial Planning services at $150 per hour
Financial Planning subscription service at $75 monthly
Minimum fee: Minimum financial planning fee of $250 Fee-only: Financial planning fees charged hourly at $150/hour and $75 monthly subscription
Main office
Lodi WI
Advisors at this office
1
Most active in
Wisconsin
Also doing business as
Diamond Wealth Partners · Diamond Wealth Partners, LLC
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
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