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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-1988
- Office Locations
- 1
Office Locations
About Diversified Consumer Planning
Diversified Consumer Planning is a Michigan-based advisory firm serving entrepreneurs/executives, peak-career professionals, and high-net-worth families with wealth management, tax-smart investing, and estate/legacy strategy. The team builds goal- and risk-aligned portfolios with tax optimization and ongoing rebalancing/monitoring, using eMoney-driven discovery plus machine learning and predictive analytics. Public filings indicate ETF-only SMA portfolios.
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Investment Themes
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Platform
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Owner & Executives
DENNIS EARL CRAWFORD
Advisor
- CRD
- #809026
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,532,913 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,532,913 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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