John Diehl
The Prudent Planner · Salt Lake City, Utah
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.
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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 | $1.3M across 6 accounts |
| SEC registration | Investment adviser representative in UT · CRD 4136906 |
| Exams passed | Series 63 (2000) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
How John's firm compares
- The Prudent Planner's average account is about $208,000, from its Form ADV (assets managed divided by 6 accounts).
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Questions about John
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.
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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