A complete list of active advisors currently associated with Diversified Consumer Planning LLC

Warmer can help you find a great advisor at Diversified Consumer Planning LLC or one who fits your needs even better.

Diversified Consumer Planning LLC provides discretionary portfolio management and complimentary financial planning to individuals, high‑net‑worth clients, trusts, estates, and charitable organizations. The firm also highlights niche client segments — including active‑duty and veteran submariners, finance professionals, and technology‑oriented individuals — and constructs portfolios using individual equities, ETFs, and ETNs. Investment decisions are guided by a data‑centric process that blends AI and machine‑learning models with fundamental, technical, and quantitative analysis to support an active management approach and weekly portfolio reviews. The firm maps client objectives to one of 20 detailed risk and time‑horizon profiles and applies strategic diversification across global equity and bond benchmarks while allowing tactical adjustments driven by trend signals. Notable distinctions include an explicit reliance on AI/ML for dynamic rebalancing and a billing practice that absorbs trading and transaction costs through adjustment of management fees rather than passing execution costs directly to clients. The brochure also discloses the use of less common instruments (such as ETNs), no stated account minimum, and monthly advisor‑provided performance reports in addition to custodian statements, features that are less common among peers in this segment.

To learn more about the advisors currently working at Diversified Consumer Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.