Firm
DiversiFi Capital
Los Altos, California
Fee-only
Facts
| Based in | Los Altos, California |
|---|---|
| Website | diversificapital.com |
| Phone | (650) 632-5667 |
DiversiFi Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,100 a year |
|---|---|
| One-time plan | From $500 |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"Starter - $175/month" source
"$500 One-Time Onboarding Fee is part of the up-front cost." source
"If you enroll in our Wealth Management offering, you may be eligible for a discounted Financial Planning Service." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $671 million |
| Individual clients | 41 |
| Financial planning | Offered |
| Form ADV filed | September 17, 2026 |
| SEC record | CRD 242788 |