Diana Palmer
Family Financial Planning · Cortland, Ohio
Diana Palmer is a fee-only financial advisor at Family Financial Planning in Cortland, Ohio, who holds the CFP credential. Family Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Family Financial Planning |
|---|---|
| Based in | Cortland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $41.1M across 210 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4583239 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Diana's firm compares
- Family Financial Planning's average account is about $196,000, from its Form ADV (assets managed divided by 210 accounts).
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Questions about Diana
Is Diana Palmer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Diana holds no broker registration, and Family Financial Planning 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's firm, Family Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Diana Palmer based?
Diana Palmer is based in Cortland, Ohio.
What credentials does Diana Palmer hold?
Diana Palmer holds the CFP credential.
Is Diana Palmer registered with the SEC?
Yes. Diana Palmer is registered as an investment adviser representative in OH (CRD 4583239), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Family Financial Planning manage?
Family Financial Planning reports $41.1M across 210 accounts in assets under management.
How do I contact Diana Palmer?
Contact details aren't on file yet. Search for Family Financial Planning.
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
- 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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