# Divergent Planning

Divergent Planning is a Bank / Wealth / Trust based in Bethesda, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bethesda, United States
- **Region:** North America
- **Address:** Bethesda, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** divergentplanning.com
- **LinkedIn:** https://www.linkedin.com/company/jackie-bauer-99b51b214

## Regulatory record

- **Reports private funds:** No

## About

Divergent Planning was established in 2010 as a US wealth manager and registered investment advisor. The firm supplies investment advisory, financial planning, portfolio management, tax and retirement planning. It serves high-net-worth individuals along with trusts, estates and charitable organizations. No public data identifies specific asset classes, named holdings or co-investors. Team size, additional offices and recent operational events remain undisclosed. No adjacent vehicles or dated transactions from the last 24 months appear in available records. The structure operates as a standard RIA without evident hybrid vehicles or succession details beyond basic advisory scope.

## Questions

### Who runs investment decisions at Divergent Planning?

No named principals or CIO appear in public records.

### Does Divergent Planning participate in fund commitments or only direct deals?

Available information shows only advisory and planning services without fund or direct deal disclosure.

## Related profiles

- [Divergent Capital Asset Management](https://altss.com/profile/divergent-capital-asset-management)
- [Diverger](https://altss.com/profile/diverger)

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Last updated: 2026-06-03T20:00:00.000Z

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