Diane Bourdo
Treehouse Wealth Advisors · Walnut Creek, California
Diane Bourdo is a fee-only financial advisor at Treehouse Wealth Advisors in Walnut Creek, California, who holds the CFP credential. Diane focuses on tax planning, estate & legacy planning and retirement planning. Treehouse Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Treehouse Wealth Advisors |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $597.1M across 761 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2216637 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | treehousewealth.com |
| Profile |
How Diane's firm compares
- Treehouse Wealth Advisors's average account is about $785,000, from its Form ADV (assets managed divided by 761 accounts).
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Questions about Diane
Is Diane Bourdo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Diane holds no broker registration, and Treehouse Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Diane charge for financial advice?
Diane's firm, Treehouse Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Diane Bourdo based?
Diane Bourdo is based in Walnut Creek, California.
What does Diane specialize in?
Diane's specialties include tax planning, estate & legacy planning and retirement planning.
What credentials does Diane Bourdo hold?
Diane Bourdo holds the CFP credential.
Is Diane Bourdo registered with the SEC?
Yes. Diane Bourdo is registered as an investment adviser representative in CA and TX (CRD 2216637), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Treehouse Wealth Advisors manage?
Treehouse Wealth Advisors reports $597.1M across 761 accounts in assets under management.
How do I contact Diane Bourdo?
Through Diane's website, treehousewealth.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
- Treehouse Wealth Advisors 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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