Chris Diodato
WELLth is a flat fee, fiduciary financial planner located in Palm Beach Gardens, Florida and serving clients nationally
WELLth Financial Planning · Palm Beach Gardens, Florida
Chris Diodato is a fee-only financial advisor at WELLth Financial Planning in Palm Beach Gardens, Florida, who holds the CFP and CFA credentials. Chris charges a flat fee or retainer (ongoing planning from $1,800 a year) and focuses on small business owners, retirement planning and equity compensation.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- Early-career professionals
- High earners
- Pre-retirees
- Founders
About
WELLth is a flat fee, fiduciary financial planner and investment manager located in Palm Beach Gardens, Florida and serving clients nationally. We help individuals maximize their wealth with cutting-edge investment, tax, retirement, and debt management strategies. While we help individuals from all walks of life, our specialty is helping clients achieve the flexibility to "work on your terms," which may include early retirement goals.
Chris Diodato, CFA, CMT, CFP is our founder and chief investment officer and is frequently quoted in outlets such as Bloomberg, Wall Street Journal, and Fortune. He was also the recipient of the acclaimed and internationally recognized Charles H. Dow Award in 2019 for his research and formulas on identifying stock market panics and buying opportunities.
Ready to be your best financial self? Schedule a complimentary call with Chris today!
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- Debt Management
- Education Planning
- College/Education Planning
- Charitable Giving
- Estate Planning
- Financial Advice & Coaching
- Insurance Planning
- Investment Management
- Insurance/Risk Management
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Stock Option Planning
- Tax Strategy
- Risk Management
- Wealth Management
Facts
| Firm | WELLth Financial Planning |
|---|---|
| Based in | Palm Beach Gardens, Florida |
| Fee model | Flat fee or retainer |
| Fees (firm's website) | Ongoing planning from $1,800 a year |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2020 |
| Firm size | 1 employee |
| Credentials | CFP · CFA |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in FL, LA, PA · CRD 5931086 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wellthfp.com |
| Profile |
How Chris's firm compares
- Ongoing planning starts at $1,800 a year, below the Florida median of $4,200 for fee-only firms that publish prices.
- WELLth Financial Planning's average account is about $127,000, from its Form ADV (assets managed divided by 96 accounts).
Request an introduction to Chris
Tell Chris a little about what you're looking for. Chris 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 Chris
Is Chris Diodato a fee-only financial advisor?
Yes. Chris Diodato is listed in the XY Planning Network directory (XYPN members are fee-only) and the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chris's firm.
How does Chris charge for financial advice?
Chris charges a flat fee or retainer.
How much does Chris charge?
According to WELLth Financial Planning's website, checked October 28, 2026: ongoing planning from $1,800 a year.
Where is Chris Diodato based?
Chris Diodato is based in Palm Beach Gardens, Florida.
What does Chris specialize in?
Chris's specialties include small business owners, retirement planning, equity compensation and flat-fee planning. Chris works with HENRY (High Earners, Not Rich Yet), early-career professionals, high earners, pre-retirees and founders.
What credentials does Chris Diodato hold?
Chris Diodato holds the CFP and CFA credentials.
Is Chris Diodato registered with the SEC?
Yes. Chris Diodato is registered as an investment adviser representative in FL, LA and PA (CRD 5931086), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does WELLth Financial Planning manage?
WELLth Financial Planning reports Under $25M in assets under management.
How do I contact Chris Diodato?
Through Chris's website, www.wellthfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Public advisor directory : listed as fee-only
- WELLth Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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