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CFP

Timothy Whipple

Diversify Wealth Management, LLC
29 Years of Experience
Orem, UT
1 DisclosureBrokerSells Insurance
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Timothy Whipple is a CFP-designated registered investment advisor at Diversify Wealth Management, LLC, based in Orem, UT, with 29 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 10 more. Their firm serves 4,857 clients with $4.1B in assets under management.

Diversify Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
4,857 clients
Average Client Portfolio
$846K average
Assets Under Management
$4.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.85%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.70%
$5M+0.50%

Fees are negotiable. Maximum annual advisory fee across programs is generally 2.00%. Additional strategy fees may apply depending on the platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

462 E 800 N, Orem, UT, 84097

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2000
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Timothy is involved in several business activities, including real estate holdings, private investment opportunities, dental holding companies, a restaurant, and charitable organizations. He also works as an independent insurance agent selling term life insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Diversify Wealth Management, LLC
March 2024 - Present · 2 yrs 7 mos
Dfpg Investments, LLCBroker
October 2011 - Present · 15 yrs
Previous Registrations
Diversify Wealth Management, INC.
October 2014 - March 2016 · 1 yr 5 mos
Triad Advisors, INC.Broker
June 2008 - September 2011 · 3 yrs 3 mos
Diversify Wealth Management LLC
January 2008 - July 2024 · 16 yrs 6 mos
Cambridge Investment Research Advisors, INC.
March 2005 - July 2008 · 3 yrs 4 mos
Cambridge Investment Reserarch, INC.
April 2004 - March 2005 · 11 mos
Cambridge Investment Research, INC.Broker
March 2004 - July 2008 · 4 yrs 4 mos
Ing Financial Partners, INC
March 2000 - April 2004 · 4 yrs 1 mo
Ing Financial Partners, INC.Broker
February 2000 - April 2004 · 4 yrs 2 mos
Wma Securities, INC.Broker
February 1997 - February 2000 · 3 yrs
State Registrations25 states
AKAZCACOCTDCFLGAHIIDINKYLAMIMONCNVNYORSCTXUTVAWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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