DIWY Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DIWY Financial Planning provides fee‑only financial planning to individuals, serving both non‑high‑net‑worth and high‑net‑worth clients through one‑on‑one engagements, recurring access to a planning tool, group "Office Hours," and educational webinars or speaking engagements. Its advice covers a range of topics including net worth, cash flow, insurance, employee benefits, retirement, college, and estate planning.
The firm operates as an advice‑only practice and does not provide ongoing discretionary portfolio management, accept custody of client assets, or continuously monitor client accounts; recommendations may include specific securities but clients implement and maintain their holdings. Services are delivered on an on‑demand basis using defined engagement windows (including 30‑day windows for one‑on‑one sessions and pay‑as‑you‑go group sessions) rather than an ongoing AUM relationship.
What distinguishes DIWY Financial Planning from many peers is its formal offering of interactive group office hours and public educational webinars alongside one‑on‑one planning, which is less common among independent firms, and its explicit absence of percentage‑of‑assets fees or asset‑management services. The firm’s principal also participates in industry organizations focused on advice‑only planners and performs limited consulting work related to divorce planning, reflecting a practice orientation toward advice and education rather than asset management.
Client services
Expertise
Fee options
$200 to $1,000 per hour depending on complexity and expertise required; standard tier: $400 first hour, $300 second, $250 third, $200 subsequent hours within 30 days
Group Office Hours billed at $200 per 30-day window, payable in advance
Fee-only: Hourly rates ranging from $200 to $1,000 per hour; Group Office Hours at $200 per 30-day window; Educational webinars up to $500 per participant
Main office
12100 Wilshire Blvd Ste 800
Los Angeles CA 90025-7140
Advisors at this office
1
Most active in
California · New York · Oregon · Texas
Also doing business as
Diwy Financial Planning · Diwy LLC · Diwyfp · Do It With You Financial Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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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