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

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

Diversified Planning Strategies Advisors LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. According to the firm’s Form ADV, it manages approximately $154.4 million in discretionary assets for roughly 364 client accounts and offers both one‑time financial plans and ongoing portfolio management through a four‑advisor team. The firm implements client strategies primarily by using third‑party model portfolios and a sub‑adviser (Foundations Investment Advisors LLC), with DPS Advisors responsible for client-facing supervision, portfolio rebalancing, and ongoing advice while the sub‑adviser handles day‑to‑day trading, reporting, and billing. The brochure also discloses that DPS Advisors may assist clients with securities‑backed lines of credit (SBLOCs) and documents the risks and inherent conflicts associated with recommending such loans. A distinctive feature disclosed in the brochure is the firm’s affiliation with a licensed insurance agency (Diversified Planning Strategies, LLC) and dually licensed associated persons who may receive commission‑based compensation for insurance sales, a relationship the firm identifies as a potential conflict of interest. The firm further notes operational specifics that set it apart from many peers, including receipt of institutional custodial benefits from Schwab and Fidelity, use of AI tools (with meeting‑recording and opt‑out provisions), and its recent formation in 2022 as a compact advisory practice.

To learn more about the advisors currently working at Diversified Planning Strategies Advisors 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.

Name	Location	Years of experience
Theodore Fiore	Roseland, NJ	27
Alyssa Loughlin	Roseland, NJ	0
John Papa	Roseland, NJ	11
Luke Papa	Roseland, NJ	2

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