Brandon Kurz
DiversiFi Capital · Los Altos, California
Brandon Kurz is a fee-only financial advisor at DiversiFi Capital in Los Altos, California, who holds the CFP credential. Brandon charges an ongoing planning fee and a percentage of assets (ongoing planning from $2,100 a year and one-time plans from $500) and focuses on equity compensation, tax planning and founders (pre-exit).
Request an introduction to Brandon →
Specialties
Who they serve
- Tech employees
- Executives
- Founders
- High earners
Facts
| Firm | DiversiFi Capital |
|---|---|
| Based in | Los Altos, California |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $2,100 a year · One-time plans from $500 |
| Accepting new clients | Yes |
| Assets under management | $671.4M across 966 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6091298 |
| Exams passed | Series 65 (2014) · Series 66 (2012) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.diversificapital.com |
Request an introduction to Brandon
Tell Brandon a little about what you're looking for. Brandon isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brandon
Is Brandon Kurz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and DiversiFi Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon charges an ongoing planning fee and a percentage of assets.
How much does Brandon charge?
According to DiversiFi Capital's website, checked October 30, 2026: ongoing planning from $2,100 a year; one-time plans from $500.
Where is Brandon Kurz based?
Brandon Kurz is based in Los Altos, California.
What does Brandon specialize in?
Brandon's specialties include equity compensation, tax planning, founders (pre-exit) and retirement planning. Brandon works with tech employees, executives, founders and high earners.
What credentials does Brandon Kurz hold?
Brandon Kurz holds the CFP credential.
Is Brandon Kurz registered with the SEC?
Yes. Brandon Kurz is registered as an investment adviser representative in CA and TX (CRD 6091298), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DiversiFi Capital manage?
DiversiFi Capital reports $671.4M across 966 accounts in assets under management.
How do I contact Brandon Kurz?
Through Brandon's website, www.diversificapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- DiversiFi Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.