A complete list of active advisors currently associated with DIYFi Advisors LLC

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

DIYFi Advisors LLC serves individual clients—particularly recent graduates and established young professionals—by offering financial planning, portfolio transition guidance, and implementation support through fixed-fee packages, custom engagements, and on-demand hourly consulting. The firm emphasizes educating clients and helping them move from higher-fee advisory platforms to self-directed brokerage accounts rather than providing ongoing discretionary asset management or custody. The firm’s investment guidance is oriented toward passive, low-cost, globally diversified portfolios informed by modern portfolio theory, tax-efficiency, and a “set-it-and-forget-it” buy-and-hold approach with periodic rebalancing. Advice is delivered as point-in-time planning and implementation assistance rather than continuous portfolio oversight; clients are responsible for executing trades through custodians the firm recommends. Distinctive features include a transparent pricing model that relies on fixed packages and hourly billing instead of percentage-of-assets fees, and a fee-only compensation structure that excludes commissions and performance-based fees. The firm’s principal also maintains an unrelated economic consulting practice and has disclosed scheduling measures to address potential availability constraints; the combined focus on low-cost, implementation-focused services for early-career investors and the absence of asset-based billing is less common among firms in this category.

To learn more about the advisors currently working at DIYFi 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.