Divergent Planning
Divergent Planning (CRD# 285688) is a financial advisory firm headquartered in Bethesda, MD. They manage $197,844,032 in 768 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management198MILLION
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Total Number of Accounts768ACCOUNTS
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Average Account Value$257,609
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, DC, FL, GA, LA, MD, NC, SC, TX, VA
Ara Abrahamian (CRD# 4623755) is an Investment Advisor Representative working at Divergent Planning in Bethesda, MD and has over 20 years of experience in the finance industry.
Matthew Brock (CRD# 4624406) is an Investment Advisor Representative working at Divergent Planning in Bethesda, MD and has over 20 years of experience in the finance industry. Matthew Brock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Karly Holland (CRD# 7207212) is an Investment Advisor Representative working at Divergent Planning in Bethesda, MD and has 1 year of experience in the finance industry. Karly Holland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joshua Stromberg (CRD# 6954547) is an Investment Advisor Representative working at Divergent Planning in Bethesda, MD and has 1 year of experience in the finance industry. Joshua Stromberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.