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

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

Diversified Consumer Planning provides ongoing investment supervisory and portfolio management services to individual clients on a fee-only, percentage-of-AUM basis and accepts client-imposed restrictions on investments. The firm limits its investment universe to publicly listed open-end no-load or load‑waived mutual funds (including no-load ETF mutual funds) and maintains a nominal minimum investment requirement of $1. The firm follows an active, rules-driven investment process that combines Modern Portfolio Theory metrics (Sharpe ratio, Treynor, beta, standard deviation) with third‑party performance rankings (e.g., Morningstar top 10%, Investors Business Daily top 5%) and strategies such as trend-following, diversification, time diversification, and preservation of capital. Account handling includes daily monitoring, monthly detailed reviews, minimum holding periods (typically 90 days, and 365 days in taxable accounts when feasible) and specific loss-management triggers (a 20% stop‑loss guideline). Founded in 1988 and owner-operated with contracted operations support, the firm operates at a small scale and typically grows through referrals from current clients rather than paid solicitors. It recommends discount broker custodians, receives non‑transactional services (charting, performance monitoring and other practice tools) from its custodian under a soft‑dollar arrangement, and discloses that those benefits are not intended to influence its mutual-fund selections.

To learn more about the advisors currently working at Diversified Consumer Planning, 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.