Dianne Hively
Hivest Financial · Tampa, Florida
Dianne Hively is a fee-only financial advisor at Hivest Financial in Tampa, Florida. Dianne focuses on retirement planning, estate & legacy planning and divorce financial planning. Hivest Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Hivest Financial |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $7.7M across 47 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2873318 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hivestfinancial.com |
| Profile |
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Questions about Dianne
Is Dianne Hively a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dianne holds no broker registration, and Hivest Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dianne charge for financial advice?
Dianne's firm, Hivest Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Dianne Hively based?
Dianne Hively is based in Tampa, Florida.
What does Dianne specialize in?
Dianne's specialties include retirement planning, estate & legacy planning, divorce financial planning, real estate investors, small business owners and founders (pre-exit). Dianne works with ultra high net worth, multi-generational families, mid-life transitions and divorced individuals.
Is Dianne Hively registered with the SEC?
Yes. Dianne Hively is registered as an investment adviser representative in FL (CRD 2873318), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hivest Financial manage?
Hivest Financial reports $7.7M across 47 accounts in assets under management.
How do I contact Dianne Hively?
Through Dianne's website, www.hivestfinancial.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
- Hivest Financial 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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