# Diana Kahn

> Diana Kahn is a fee-only financial advisor at The Financial Pharmacist in Aventura, Florida, who holds the CFP credential. Diana charges a flat fee or retainer and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/diana-kahn/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Financial Pharmacist
- **Based in:** Aventura, Florida
- **Fee model:** Flat fee or retainer
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 2875777 (https://adviserinfo.sec.gov/individual/summary/2875777)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (1997)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.thefinancialpharmacist.com

## Frequently asked questions

### Is Diana Kahn a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Diana holds no broker registration, and The Financial Pharmacist reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Diana charge for financial advice?

Diana charges a flat fee or retainer.

### Where is Diana Kahn based?

Diana Kahn is based in Aventura, Florida.

### What does Diana specialize in?

Diana's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Diana Kahn hold?

Diana Kahn holds the CFP credential.

### Is Diana Kahn registered with the SEC?

Yes. Diana Kahn is registered as an investment adviser representative in FL (CRD 2875777), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Diana Kahn?

Through Diana's website, www.thefinancialpharmacist.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2875777): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://www.thefinancialpharmacist.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.