Jeffrey Diercks
InTrust Advisors · Tampa, Florida
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.
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Specialties
Who they serve
- Pre-retirees
- Multi-generational families
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 |
| Assets under management | $11.4M across 75 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4843277 |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.intrustadvisors.com |
| Profile |
How Jeffrey's firm compares
- InTrust Advisors's average account is about $152,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Jeffrey
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.
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
- InTrust Advisors 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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