Daniel Goldberg
Diversified Portfolios · Bloomfield Hills, Michigan
Daniel Goldberg is a fee-only financial advisor at Diversified Portfolios in Bloomfield Hills, Michigan, who holds the CFA credential. Daniel focuses on family wealth transfer, retirement planning and tax planning. Diversified Portfolios reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- High earners
- Executives
- Multi-generational families
Facts
| Firm | Diversified Portfolios |
|---|---|
| Based in | Bloomfield Hills, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.94B across 2,514 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MI · CRD 5867319 |
| Exams passed | Series 63 (2011) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.divport.com |
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Questions about Daniel
Is Daniel Goldberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Diversified Portfolios reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Diversified Portfolios, reports charging a percentage of assets on its SEC Form ADV.
Where is Daniel Goldberg based?
Daniel Goldberg is based in Bloomfield Hills, Michigan.
What does Daniel specialize in?
Daniel's specialties include family wealth transfer, retirement planning and tax planning. Daniel works with high earners, executives and multi-generational families.
What credentials does Daniel Goldberg hold?
Daniel Goldberg holds the CFA credential.
Is Daniel Goldberg registered with the SEC?
Yes. Daniel Goldberg is registered as an investment adviser representative in MI (CRD 5867319), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Diversified Portfolios manage?
Diversified Portfolios reports $1.94B across 2,514 accounts in assets under management.
How do I contact Daniel Goldberg?
Through Daniel's website, www.divport.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
- Diversified Portfolios 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.
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