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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 52 clients, or 52 clients per representative. That equates to $144.9K in reported AUM per client.
The profile lists 1 reported office location and 38 years in operation. The source data was last updated on February 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Diversified Consumer Planning record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DENNIS EARL CRAWFORD
Advisor
- CRD
- #809026
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,532,913 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,532,913 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Diversified Consumer Planning has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.