Mark Everett
Diversified Financial Management · Norwell, Massachusetts
Mark Everett is a fee-only financial advisor at Diversified Financial Management in Norwell, Massachusetts. Diversified Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Mark →
Facts
| Firm | Diversified Financial Management |
|---|---|
| Based in | Norwell, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $338.8M across 478 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4261840 |
| Exams passed | Series 63 (2000) · Series 66 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | dfmwealth.com |
| Profile |
How Mark's firm compares
- Diversified Financial Management's average account is about $709,000, from its Form ADV (assets managed divided by 478 accounts).
Request an introduction to Mark
Tell Mark a little about what you're looking for. Mark isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mark
Is Mark Everett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Diversified Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Diversified Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Everett based?
Mark Everett is based in Norwell, Massachusetts.
Is Mark Everett registered with the SEC?
Yes. Mark Everett is registered as an investment adviser representative in MA (CRD 4261840), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Diversified Financial Management manage?
Diversified Financial Management reports $338.8M across 478 accounts in assets under management.
How do I contact Mark Everett?
Through Mark's website, dfmwealth.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.
See something wrong? Request a correction. Read our methodology.