Firm
Dversify
Georgetown, Texas
Fee-only
Facts
| Based in | Georgetown, Texas |
|---|---|
| Website | dversify.ai |
| [email protected] | |
| Phone | (888) 415-6112 |
Dversify 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 $1,980 a year |
|---|---|
| Account minimum | None |
| How it charges | Ongoing planning fee |
In the firm's words
"$ 1,980 per year · about $ 165 /month · billed quarterly in advance" source
"No Asset Minimums. No Percent-of-Assets Fees." source
"$ 495 / quarter" source
"a plan is one flat quarterly price for every analysis it includes" 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 | Subscription |
|---|---|
| Individual clients | 3 |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 342124 |