Barry Wong
Barry Wong is a CFP-designated registered investment advisor at Diversify Advisory Services, LLC, based in Sandy, UT, with 29 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,698 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversify Advisory Services charges a fee based on the value of your investments. The exact fee depends on the platform and the advisor you work with. Fees are negotiable, with a maximum annual rate of 1.75% for AMS, OMS, and DMS platforms. The Wealth Accumulator Strategy has a maximum fee of 1.00%. Envestnet Portfolio Solutions has a maximum fee of 2.00%. Pontera Retirement Solutions has a maximum fee of 2.00%. These fees do not include custodial fees or underlying investment fees. Some platforms also have strategy fees.
Location
9017 S Riverside Dr., Suite 210, Sandy, UT, 84070
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2014Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Barry sells fixed insurance contracts as an agent since 2021. He dedicates minimal time to this activity during business hours.
Employment History
Current Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Dfpg Investments, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Fiserv Investor Services, INC.Broker
CUNA Brokerage Services, INC.Broker
Ba Investment Services, INC.Broker
Wells Fargo Securities INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.