Diversified Consumer Planning

Overview

Diversified Consumer Planning is a small, sole‑proprietor advisory practice focused on portfolio management for individual clients and small businesses. The firm operates on a percentage‑of‑AUM fee model and runs client relationships on a discretionary basis, with an explicit tilt toward publicly traded equity exposure. It does not position itself as an ESG investor, and it does not operate across multiple states. Investment activity centers on equity allocation implemented via exchange‑traded instruments and mutual funds, while alternatives exposure is achieved through external real estate managers rather than in‑house direct investments. The firm serves a retail client base of individuals and families, providing straightforward portfolio management rather than acting as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices