# John Diehl

> John Diehl is a fee-only financial advisor at The Prudent Planner in Salt Lake City, Utah. The Prudent Planner reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-diehl/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The Prudent Planner
- **Based in:** Salt Lake City, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.3M across 6 accounts
- **CRD:** 4136906 (https://adviserinfo.sec.gov/individual/summary/4136906)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 63 (2000), Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is John Diehl a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and The Prudent Planner 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, The Prudent Planner, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is John Diehl based?

John Diehl is based in Salt Lake City, Utah.

### Is John Diehl registered with the SEC?

Yes. John Diehl is registered as an investment adviser representative in UT (CRD 4136906), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Prudent Planner manage?

The Prudent Planner reports $1.3M across 6 accounts in assets under management.

### How do I contact John Diehl?

Contact details aren't on file yet. Search for The Prudent Planner.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4136906): 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

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