Thomas Post
Diversified Portfolios · Bloomfield Hills, Michigan
Thomas Post is a fee-only financial advisor at Diversified Portfolios in Bloomfield Hills, Michigan, who holds the CFP credential. Thomas focuses on family wealth transfer, retirement planning and tax planning. Diversified Portfolios reports charging a percentage of assets on its Form ADV.
Request an introduction to Thomas →
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, TX · CRD 2388720 |
| Exams passed | Series 63 (1993) · Series 65 (1994) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.divport.com |
Request an introduction to Thomas
Tell Thomas a little about what you're looking for. Thomas 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 Thomas
Is Thomas Post a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas 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 Thomas charge for financial advice?
Thomas's firm, Diversified Portfolios, reports charging a percentage of assets on its SEC Form ADV.
Where is Thomas Post based?
Thomas Post is based in Bloomfield Hills, Michigan.
What does Thomas specialize in?
Thomas's specialties include family wealth transfer, retirement planning and tax planning. Thomas works with high earners, executives and multi-generational families.
What credentials does Thomas Post hold?
Thomas Post holds the CFP credential.
Is Thomas Post registered with the SEC?
Yes. Thomas Post is registered as an investment adviser representative in MI and TX (CRD 2388720), 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 Thomas Post?
Through Thomas'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.
See something wrong? Request a correction. Read our methodology.