Diversified Human Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,000,000
Clients
0
Advisors
1
of 1 employees
About
The firm advises retirement plan sponsors and participating employers, retirement plan participants and beneficiaries, business owners, and individuals seeking financial planning or consulting. It offers retirement plan investment management and custodial operations for an affiliated pooled employer plan, written financial planning and modular consulting, and introductions to third‑party investment managers.
For the pooled employer plan the firm manages the plan‑level investment menu, qualified default investment alternative and model portfolios, favoring broadly diversified, low‑cost funds and periodic rebalancing; participant accounts are invested when model assignments are applied or contributions are journaled. For individual clients the firm typically delivers financial planning and consulting on fixed‑fee or hourly arrangements rather than relying primarily on a percentage‑of‑assets fee for those services.
Several features distinguish this practice from many peers: it is affiliated under common ownership with a payroll/recordkeeping/pooled‑plan provider and an accounting/tax practice, and the owner also serves as the plan trustee — a relationship the firm discloses and mitigates through fixed compensation terms, independent review, and procedural safeguards. The firm is also licensed to place employee benefits insurance and receives related commissions in its employee benefits work, and it operates through a single custodial platform where plan assets are being transferred and for which it serves as the advisor of record.
Client services
Expertise
Occupation focus
Fee options
Flat fees for some a la carte services such as $450 for custom asset allocation review, $250 for second opinion service, and $250-$500 for executive 401(k) reviews depending on account size.
Hourly fees for consulting and planning: $150/hour for modular planning and annual retainer consulting; $200/hour for general consulting and estate settlement work beyond minimum.
Minimum fee: Financial planning and consulting fixed fees range from $1,000 to $5,000; specific a la carte minimums such as $500 for estate settlement, $600 annual retainer minimum; initial retainer of $500 required for planning. Fee-only: Financial planning and consulting fees offered as fixed fees ($1,000-$5,000), hourly fees ($150-$200 per hour), and flat fees for specific services; fees are negotiable and fixed fees carry minimums as described.
Main office
30 South 15 St Fl 15
Philadelphia PA 19102
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Cs Financial Strategies · Dhs Financial Strategies · Diversified Human Solutions
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:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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.
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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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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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