Diversified Resources, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Diversified Resources, LLC provides investment management and modular financial planning primarily to individual and high-net-worth clients, and also offers broker-dealer and insurance product services outside its advisory platform, including variable annuities and 529 college savings plans. The firm reports approximately $269 million in assets under management for about 640 clients and delivers discretionary portfolio management alongside standalone planning engagements.
Investment advice is typically implemented through model-based, discretionary portfolios concentrated in mutual funds and ETFs and delivered in part through co-advisory and wrap-fee programs with SEI, with custodial services provided by SEI Private Trust Company. The firm uses proprietary onboarding tools (a Confidential Fact Finder, risk tolerance quiz, and Retirement Income Questionnaire), ongoing monitoring, and periodic rebalancing, and states it acts as a fiduciary for retirement account advice.
What is noteworthy about the firm is its dual role as a registered investment adviser and a FINRA-registered broker-dealer, and the brochure discloses that advisory personnel are also registered representatives and licensed insurance agents who may receive separate commission-based compensation for non-advisory products. The firm’s single-advisor structure combined with a high client-to-advisor ratio (roughly 640 clients per advisor) and its integration with SEI’s manager-of-managers and wrap programs are highlighted in the brochure and are likely to influence how services are delivered and how potential conflicts are managed.
Client services
Expertise
Fee options
Financial planning fees may be a fixed fee ranging between $250 and $3,000 depending on complexity.
$0 - $1,500,000: 1.00% annually $1,500,001 - $2,500,000: 0.75% annually $2,500,001+: 0.40% annually
Commission-based compensation is earned from non-investment advisory accounts, including sales of 529 plans, variable annuities, insurance products such as life, disability, fixed annuities, equity-indexed fixed annuities and long-term care insurance.
$225 per hour for financial planning services.
Main office
70 Jefferson Blvd.
Warwick RI 02888
Advisors at this office
1
Most active in
Connecticut · Florida · Massachusetts · New Hampshire · Rhode Island · South Carolina · Texas · Virginia
Also doing business as
Diversified Resources · Diversified Resources, LLC · Wright, George Edward
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)