# Diversified Consumer Planning

Diversified Consumer Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 124256
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124256

## About

DIVERSIFIED CONSUMER PLANNING is a state-registered investment adviser with $8 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### What investment strategy does Diversified Consumer Planning pursue?

No public documents outline the firm's investment strategy. Single-family offices that choose names emphasizing 'planning' often operate with broad mandates spanning liquid portfolios, private funds, and direct holdings across asset classes, but no specific allocations have been reported for this entity.

### How can a fund manager contact Diversified Consumer Planning?

No direct contact method, website, or LinkedIn presence is available for Diversified Consumer Planning, making unsolicited outreach impractical. The firm has effectively no inbound accessibility for external managers.

## Related profiles

- [COLE Investment Advisors](https://altss.com/profile/cole-investment-advisors-inc)

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Last updated: 2026-07-06T01:24:15.387Z

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