Diane Huntley
Forza Wealth Management · Sarasota, Florida
Diane Huntley is a fee-only financial advisor at Forza Wealth Management in Sarasota, Florida, who holds the CFA credential. Diane focuses on sustainable & impact investing. Forza Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Forza Wealth Management |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $422.4M across 356 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 8026482 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.forzawealth.com |
How Diane's firm compares
- Forza Wealth Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 356 accounts).
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Questions about Diane
Is Diane Huntley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Diane holds no broker registration, and Forza Wealth Management 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, Forza Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Diane charge?
According to Forza Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Diane Huntley based?
Diane Huntley is based in Sarasota, Florida.
What does Diane specialize in?
Diane's specialties include sustainable & impact investing.
What credentials does Diane Huntley hold?
Diane Huntley holds the CFA credential.
Is Diane Huntley registered with the SEC?
Yes. Diane Huntley is registered as an investment adviser representative in FL and TX (CRD 8026482), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Forza Wealth Management manage?
Forza Wealth Management reports $422.4M across 356 accounts in assets under management.
How do I contact Diane Huntley?
Through Diane's website, www.forzawealth.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
- Forza Wealth Management 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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