DIVERSIFIED PORTFOLIOS, INC.
SEC RegisteredThoughtful guidance. Aligned decisions. Lasting confidence.
About the firm
At Diversified Portfolios, we work alongside affluent couples to help transform financial worry into confidence and harmony—especially when family members bring different money perspectives or backgrounds to their financial journey. As fiduciary advisors serving clients in over 35 states, we provide clear expertise without unnecessary jargon.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management including investment strategies, financial planning, and fiduciary advisory services designed to align couples' financial goals, protect and grow wealth, and address family financial dynamics.
Who they serve
Affluent couples, particularly those where family members bring different money perspectives or backgrounds to their financial journey.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 478 | $478M |
| High Net Worth Individuals | 182 | $1.4B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $2.7M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $1,000,000 | 1.25% |
| First $2,000,000 | 0.90% |
| Next $4,000,000 | 0.65% |
| Next $9,000,000 | 0.45% |
| Over $15,000,000 | 0.25% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DIVERSIFIED PORTFOLIOS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.