Diversified Planning Concepts, Inc.

Overview

Diversified Planning Concepts, Inc. is a small, privately owned corporate adviser that serves both individual/family and institutional clients. The firm functions as a capital allocator and provides portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Its fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The adviser operates primarily on a non‑discretionary basis and is not designated as an active ESG investor or a multi‑state adviser in the available filing details. Owner control is individual rather than institutional or hybrid, and the firm is classified as unclassified in the snapshot data.

Assets & Accounts

Public Holdings

Investments & Alternatives