Ronald Yolles
Diversified Portfolios · Bloomfield Hills, Michigan
Ronald Yolles is a fee-only financial advisor at Diversified Portfolios in Bloomfield Hills, Michigan, who holds the CFA credential. Ronald 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 | CFA |
| SEC registration | Investment adviser representative in MI · CRD 1678676 |
| Exams passed | Series 63 (1986) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.divport.com |
| Profile |
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Questions about Ronald
Is Ronald Yolles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald 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 Ronald charge for financial advice?
Ronald's firm, Diversified Portfolios, reports charging a percentage of assets on its SEC Form ADV.
Where is Ronald Yolles based?
Ronald Yolles is based in Bloomfield Hills, Michigan.
What does Ronald specialize in?
Ronald's specialties include family wealth transfer, retirement planning and tax planning. Ronald works with high earners, executives and multi-generational families.
What credentials does Ronald Yolles hold?
Ronald Yolles holds the CFA credential.
Is Ronald Yolles registered with the SEC?
Yes. Ronald Yolles is registered as an investment adviser representative in MI (CRD 1678676), 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 Ronald Yolles?
Through Ronald'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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