John Diaz
Premier Wealth Advisors · New York, New York
John Diaz is a fee-only financial advisor at Premier Wealth Advisors in New York, New York. Premier Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Premier Wealth Advisors |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $555.1M across 741 accounts |
| SEC registration | Investment adviser representative in NJ, NY · CRD 1327431 |
| Exams passed | Series 63 (1985) · Series 65 (1999) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.yourpremierwealth.com |
| Profile |
How John's firm compares
- Premier Wealth Advisors's average account is about $749,000, from its Form ADV (assets managed divided by 741 accounts).
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Questions about John
Is John Diaz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Premier Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Premier Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Diaz based?
John Diaz is based in New York, New York.
Is John Diaz registered with the SEC?
Yes. John Diaz is registered as an investment adviser representative in NJ and NY (CRD 1327431), 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 Premier Wealth Advisors manage?
Premier Wealth Advisors reports $555.1M across 741 accounts in assets under management.
How do I contact John Diaz?
Through John's website, www.yourpremierwealth.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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