DIVERGENT PLANNING

6701 Democracy Blvd.
Suite 300
Bethesda, Maryland 20817
Tel: (240) 428-8911

About DIVERGENT PLANNING

DIVERGENT PLANNING, formally registered with the SEC as DIVERGENT PLANNING. The firm was established in 04/23/2018. They have over 1 offices throughout the country.

DIVERGENT PLANNING is a Bethesda, Maryland based Financial Planning firm with nearly $323,273,148 assets under management, offering retirement planning & investment advisory services to 895 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285688
SEC#	801-112962
Assets Managed by Firm	$323,273,148
No. of Clients	895
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (FINANCIAL CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	895	$323,273,148
Individuals (other than high net worth individuals)	65	$17,562,752
High net worth individuals	196	$305,710,396

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