Jared La Blue
DiversiFi Capital · Los Altos, California
Jared La Blue is a fee-only financial advisor at DiversiFi Capital in Los Altos, California. Jared charges an ongoing planning fee and a percentage of assets (ongoing planning from $2,100 a year and one-time plans from $500) and focuses on equity compensation, tax planning and founders (pre-exit).
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Specialties
Who they serve
- Tech employees
- Executives
- Founders
- High earners
Facts
| Firm | DiversiFi Capital |
|---|---|
| Based in | Los Altos, California |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $2,100 a year · One-time plans from $500 |
| Accepting new clients | Yes |
| Assets under management | $671.4M across 966 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 7284531 |
| Exams passed | Series 65 (2020) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.diversificapital.com |
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Questions about Jared
Is Jared La Blue a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and DiversiFi Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jared charge for financial advice?
Jared charges an ongoing planning fee and a percentage of assets.
How much does Jared charge?
According to DiversiFi Capital's website, checked October 30, 2026: ongoing planning from $2,100 a year; one-time plans from $500.
Where is Jared La Blue based?
Jared La Blue is based in Los Altos, California.
What does Jared specialize in?
Jared's specialties include equity compensation, tax planning, founders (pre-exit) and retirement planning. Jared works with tech employees, executives, founders and high earners.
Is Jared La Blue registered with the SEC?
Yes. Jared La Blue is registered as an investment adviser representative in CA and TX (CRD 7284531), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DiversiFi Capital manage?
DiversiFi Capital reports $671.4M across 966 accounts in assets under management.
How do I contact Jared La Blue?
Through Jared's website, www.diversificapital.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
- DiversiFi Capital 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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