Diesslin Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$653,371,995
Clients
280
Advisors
6
of 12 employees
About
Diesslin Group, Inc. provides comprehensive, fee-only financial planning and discretionary portfolio management to individuals, closely held businesses, corporations, charitable organizations, and pension and profit‑sharing plans, managing roughly $696 million in client assets. Its services include cash flow and net worth analysis, retirement and tax planning, insurance and estate planning, education and business planning, and ongoing portfolio oversight primarily implemented through no‑load and actively managed mutual funds.
The firm establishes investment policy statements for clients, emphasizes long‑term (five‑year or greater) horizons and diversified asset allocation, and considers tax implications when constructing portfolios, typically using custodial platforms at Schwab or Fidelity. For accredited or otherwise qualified clients, Diesslin supplements mutual‑fund allocations with alternative investments and private partnerships and conducts periodic and annual reviews as part of its implementation and monitoring process.
Distinctively, Diesslin acts as a sponsor and manager of pooled private funds—Diesslin Energy Opportunities Fund I, Diesslin Real Estate Opportunities Fund I, and Diesslin Private Equity Opportunities Fund I—and offers participation in Five States Energy Company-sponsored vehicles; those pooled vehicles are closed to new investors and have reported partnership-level values in the brochure. The firm may serve as general partner (receiving management fees and distributions in that capacity), provides portfolio management for pooled vehicles, and can enter into performance‑based fee arrangements for qualified clients, features that are uncommon among peer team firms.
Client services
Expertise
Occupation focus
Fee options
$500 set-up fee for non-managed annuity services; $250 setup fee for 529 account; fixed retainer fees negotiable for consulting and special services
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.60% $3,000,001 - $6,000,000: 0.30% $6,000,001 - $10,000,000: 0.25% $10,000,001 - $20,000,000: 0.20% $20,000,001+: 0.15%
$250/hour plus expenses for due diligence/ad hoc services; hourly services available for initial financial planning under certain circumstances; consulting and special services at hourly rates
Performance-based fees for Qualified Clients with at least $1,000,000 managed assets or $2,000,000 net worth; fees invoiced quarterly in arrears based on gains above reference return
Ongoing financial planning retainer fee (amount dependent on client needs and negotiated)
Account minimum: $1,000,000 Fee-only: Fee-only financial planning and asset management services
Main office
425 Houston Street, Suite 500
Fort Worth TX 76102-7411
Advisors at this office
6
Most active in
Arizona · California · Florida · Texas
Also doing business as
Diesslin & Associates Inc · Diesslin Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
Advisors at this firm
Jacob G
Series 65
Fort Worth, TX
Diesslin Group, Inc.
Jacob Glasman is a financial advisor at Diesslin Group, Inc. in Fort Worth, TX. He holds a Series 65 credential and has been with the firm since 2025. Prior to joining Diesslin Group, he was not employed in the financial industry. Diesslin Group, Inc. offers comprehensive, fee-only financial planning and discretionary portfolio management to a range of clients including individuals and institutions, managing approximately $696 million in assets. The firm emphasizes long-term investment horizons, diversified asset allocation, and tax-efficient portfolio construction, and is distinctive for sponsoring and managing pooled private funds and alternative investment vehicles.
Olivia P
CFP®
Fort Worth, TX
Diesslin Group, Inc.
Olivia Partin is a CFP® professional with three years of industry experience, currently serving as an advisor at Diesslin Group, Inc. in Fort Worth, TX. She has worked with Diesslin Group since 2021 and previously worked at Cumbie Advisory Services, Inc. from 2014 to 2021. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and discretionary portfolio management to individuals, closely held businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm emphasizes long-term investment horizons, diversified asset allocation, and tax-aware portfolio construction while managing approximately $696 million in client assets and sponsoring several pooled private fund vehicles.
Luke H
Series 65
Fort Worth, TX
Diesslin Group, Inc.
Luke Hockett is a financial advisor with Diesslin Group, Inc. in Fort Worth, TX, holding a Series 65 designation and three years of industry experience. He has worked at Diesslin Group, Inc. since 2014, with a three-year period at Iqeq from 2019 to 2022 before returning to Diesslin. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, and institutions. The firm manages approximately $621 million in assets, utilizing strategic asset allocation, global diversification, and tax-sensitive implementation, and also sponsors private funds including energy, real estate, and private equity opportunities.
Scott R
Series 65
Fort Worth, TX
Diesslin Group, Inc.
Scott Reasor is a financial advisor at Diesslin Group, Inc. in Fort Worth, TX, holding a Series 65 designation with 20 years of industry experience. He has been with Diesslin & Associates, Inc. since 2004. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, corporations, charitable organizations, and pension plans. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and also serves as a private fund sponsor and manager for several closed-end investment funds.
Mark M
CFA®, Series 65
Fort Worth, TX
Diesslin Group, Inc.
Mark Michel is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has worked at Diesslin Group, Inc. since 2021 and previously spent five years at American Beacon Advisors. Diesslin Group, Inc. provides fee-only financial planning and asset management services to individuals, businesses, and institutional clients. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and also serves as a private fund sponsor and manager with several closed investment funds.
Norman F
CFP®
Fort Worth, TX
Diesslin Group, Inc.
Norman Farr is a CFP® with 25 years of industry experience and has been with Diesslin & Associates, Inc. since 1992. He is based in Fort Worth, TX, and is part of the Diesslin Group, Inc. team. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, and organizations, managing approximately $621 million in assets. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and is notable for its role as a private fund sponsor and manager of several closed-end investment funds.
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