Diversified Human Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Diversified Human Solutions provides advisory services to retirement-plan stakeholders — including 401(k), 403(b), 457 plans, IRAs — as well as plan sponsors, employers, business owners, and individual participants, offering referrals to managed portfolios and fee-based financial planning. The firm reported no assets under management as of July 1, 2024 and also performs employee benefits consulting and related advisory work for institutional clients.
The firm’s investment approach emphasizes risk-appropriate, diversified portfolios built from mutual funds, equities, bonds and broad‑based index funds, using both strategic (rebalancing) and tactical methods. DHS generally refers clients to independent third‑party money managers or co-advisors for discretionary management and bills clients on fixed or hourly bases rather than primarily on percentage‑of‑AUM fees.
Noteworthy features relative to peers include DHS’s intersection of employee benefits/insurance consulting and investment advisory services, with disclosed compensation from group health and individual insurance arrangements, and advisory representatives who may hold accounting or legal qualifications. The firm also routinely facilitates the selection of other advisers (with potential solicitor/referral arrangements) and documents specialized offerings such as executive 401(k) reviews, business exit planning, and estate settlement assistance.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
Business exit / sale strategy
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fees from $1,000 to $5,000 for broad financial planning; $250-$500 flat fees for specific services (e.g., reviews, estate settlement, second opinion)
$100,000 - $499,999: $250 per review flat fee $500,000 - $999,999: $375 per review flat fee $1,000,000+: $500 per review flat fee
Compensation from sale of investment and insurance products, asset-based sales charges or sales fees from mutual funds, group health and accident insurance products
$150 per hour for consulting and modular financial planning; $200 per hour for general consulting services; $75 per hour for assistant services
Fee-only: Fixed fees range from $1,000 to $5,000 depending on complexity; Hourly fees $150-$200 per hour; Flat fees for specific services (e.g., $250, $450, $500); Annual retainer minimum $600 (4 hours at $150/hr)
Main office location
Diversified Human Solutions
30 South 15 St Fl 15
Philadelphia PA 19102, United States
Number of offices
1
Most active in
Diversified Human Solutions has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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