Firm
Diversified Consumer Planning
Virginia Beach, Virginia
Fee-only
Diversified Consumer Planning at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 50 individual clients, 2 of them high net worth.
- Its average account is about $123,000 (assets it manages divided by its 79 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Virginia Beach, Virginia |
|---|---|
| Website | investdcp.com |
| Phone | (734) 678-8428 |
Diversified Consumer Planning fees
Diversified Consumer Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $10 million |
| Individual clients | 48 |
| High-net-worth clients | 2 |
| Accounts managed | 79 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 151869 |