Henry Place
Diversified Financial Management · Norwell, Massachusetts
Henry Place is a fee-only financial advisor at Diversified Financial Management in Norwell, Massachusetts, who holds the CFA credential. Diversified Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Diversified Financial Management |
|---|---|
| Based in | Norwell, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $338.8M across 478 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 5862403 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | dfmwealth.com |
| Profile |
How Henry's firm compares
- Diversified Financial Management's average account is about $709,000, from its Form ADV (assets managed divided by 478 accounts).
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Questions about Henry
Is Henry Place a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Henry holds no broker registration, and Diversified Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Henry charge for financial advice?
Henry's firm, Diversified Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Henry Place based?
Henry Place is based in Norwell, Massachusetts.
What credentials does Henry Place hold?
Henry Place holds the CFA credential.
Is Henry Place registered with the SEC?
Yes. Henry Place is registered as an investment adviser representative in MA (CRD 5862403), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Diversified Financial Management manage?
Diversified Financial Management reports $338.8M across 478 accounts in assets under management.
How do I contact Henry Place?
Through Henry's website, dfmwealth.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
- 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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