# Jeffrey Diercks

> Jeffrey Diercks is a fee-only financial advisor at InTrust Advisors in Tampa, Florida. Jeffrey charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/jeffrey-diercks/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** InTrust Advisors
- **Based in:** Tampa, Florida
- **Fee model:** Flat fee or retainer; Hourly; Ongoing planning fee; One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $11.4M across 75 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees, Multi-generational families
- **CRD:** 4843277 (https://adviserinfo.sec.gov/individual/summary/4843277)
- **SEC registration:** Investment adviser representative in FL
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.intrustadvisors.com

## Frequently asked questions

### Is Jeffrey Diercks a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and InTrust Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.

### Where is Jeffrey Diercks based?

Jeffrey Diercks is based in Tampa, Florida.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning. Jeffrey works with pre-retirees and multi-generational families.

### Is Jeffrey Diercks registered with the SEC?

Yes. Jeffrey Diercks is registered as an investment adviser representative in FL (CRD 4843277), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does InTrust Advisors manage?

InTrust Advisors reports $11.4M across 75 accounts in assets under management.

### How do I contact Jeffrey Diercks?

Through Jeffrey's website, www.intrustadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4843277): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.intrustadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.