Diversified Planning Concepts, Inc.

Diversified Planning Concepts, Inc. (CRD# 112229) is a financial advisory firm headquartered in Corte Madera, CA. They manage $45,564,803 in 70 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $650,926
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI

Financial Advisors at Diversified Planning Concepts, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Gary A. Hooker
CRD#: 1206873
Diversified Planning Concepts, Inc., 847 Sansome St., 1st Floor, San Francisco, CA 94111
93
Wealthminder
score

Gary Hooker (CRD# 1206873) is an Investment Advisor Representative working at Diversified Planning Concepts, Inc. in San Francisco, CA and has over 31 years of experience in the finance industry.

2
Judith K. Lawrence
CRD#: 2115764
3130 La Selva Dr, Suite 101, San Mateo, CA 94403
93
Wealthminder
score

Judith Lawrence (CRD# 2115764) is an Investment Advisor Representative working at Diversified Planning Concepts, Inc. in San Mateo, CA and has over 22 years of experience in the finance industry.

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