DIVERSIFIED FINANCIAL ADVISORS, LLC

Overview

Diversified Financial Advisors, LLC is an independent registered investment adviser that acts as a capital allocator for individual, family and institutional clients. The firm provides fee-based portfolio management and financial planning, and also performs selection-of-other-advisers work, which points to regular use of third-party managers for specialized mandates. Business activities include serving as a registered representative of a broker-dealer and acting as an insurance broker, so advisors at the firm can combine advisory relationships with transaction and insurance solutions when appropriate. Investment activity is centered on pooled public funds as the core sleeve of client portfolios, supplemented with third‑party alternative fund allocations where clients need diversification beyond stocks and bonds. The firm charges fees as a percentage of assets under management and may bill hourly for planning work. It is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices