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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Pioneer timberOak beacon +more
- Established Date
- 01-20-2010
- Office Locations
- 2
Office Locations
About Diversified Consumer Planning LLC
Diversified Consumer Planning LLC is an RIA providing financial planning and wealth management for entrepreneurs/executives, peak-career professionals, and high-net-worth individuals. The firm builds goal- and risk-aligned portfolios and supports tax-smart saving, stock-comp and exit planning, and estate/legacy strategy. Planning is powered by eMoney and data-driven tools (including machine learning/predictive analytics) and implemented via ongoing rebalancing and monitoring; custody includes Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER SCOTT MEYERS
Owner, REGISTERED INVESTMENT ADVISOR
- CRD
- #4420328
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DENNIS EARL CRAWFORD
Advisor
- CRD
- #809026
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,701,494 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,701,494 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,701,494
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $570,354,260 | 28.6% |
| Cash | $652,118,332 | 32.7% |
| Equity - Exchange | $771,773,072 | 38.7% |
| Total | $1,994,245,664 | 100.0% |