A complete list of active advisors currently associated with Diversified Planning Concepts, Inc.
Warmer can help you find a great advisor at Diversified Planning Concepts, Inc. or one who fits your needs even better.
Diversified Planning Concepts provides estate and financial advisory services to individuals and couples — including high‑net‑worth clients, salaried executives, small business owners and retirees — and also works with certain pension plans, trusts and estates. Its service set includes investment advisory and portfolio management, retirement projections, tax and estate planning, and education‑funding analysis, typically billed on a percentage‑of‑assets basis. The firm implements broadly diversified programs that combine mutual funds, large‑ and mid‑capitalization equities and fixed‑income securities, with a portion allocated to resource and real‑estate related businesses; mutual funds are chosen for consistent historical performance and a conservative bias while individual stocks are generally held on a buy‑and‑hold basis. Portfolio positioning emphasizes capital preservation balanced against inflation risk, fixed‑income allocations are adjusted to interest‑rate and economic outlooks, and accounts are managed on a principally non‑discretionary basis with clients approving trades and strategy changes. Distinctive features include disclosed affiliations with broker‑dealers and other industry entities and advisors who are licensed insurance producers and registered representatives, a structure that the firm notes as a source of additional compensation and that is uncommon among peer supported advisers. With a small advisory team managing roughly $44 million for about 34 client relationships, the firm focuses on client‑directed implementation, does not maintain custody or vote proxies, and documents potential conflicts through a code of ethics and written disclosures.
To learn more about the advisors currently working at Diversified Planning Concepts, Inc., 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.
You can also browse Diversified Planning Concepts, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Corte Madera, CA
| 30
| |
Corte Madera, CA
| 42
|
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