Katharine Wagner
Diversified Portfolios · Bloomfield Hills, Michigan
Katharine Wagner is a fee-only financial advisor at Diversified Portfolios in Bloomfield Hills, Michigan, who holds the CFP credential. Katharine focuses on family wealth transfer, retirement planning and tax planning. Diversified Portfolios reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- High earners
- Executives
- Multi-generational families
Facts
| Firm | Diversified Portfolios |
|---|---|
| Based in | Bloomfield Hills, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.94B across 2,514 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 6120242 |
| Exams passed | Series 65 (2013) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.divport.com |
| Profile |
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Questions about Katharine
Is Katharine Wagner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katharine holds no broker registration, and Diversified Portfolios reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katharine charge for financial advice?
Katharine's firm, Diversified Portfolios, reports charging a percentage of assets on its SEC Form ADV.
Where is Katharine Wagner based?
Katharine Wagner is based in Bloomfield Hills, Michigan.
What does Katharine specialize in?
Katharine's specialties include family wealth transfer, retirement planning and tax planning. Katharine works with high earners, executives and multi-generational families.
What credentials does Katharine Wagner hold?
Katharine Wagner holds the CFP credential.
Is Katharine Wagner registered with the SEC?
Yes. Katharine Wagner is registered as an investment adviser representative in MI (CRD 6120242), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Diversified Portfolios manage?
Diversified Portfolios reports $1.94B across 2,514 accounts in assets under management.
How do I contact Katharine Wagner?
Through Katharine's website, www.divport.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
- Diversified Portfolios 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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