Dianne Hively is a registered investment advisor at Hivest Financial LLC, based in Tampa, FL, with 8 years of industry experience. Dianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 8 clients with $7.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hivest Financial does not directly manage investments. Instead, they help you select other investment advisors to manage your money. If Hivest directs the investment, they charge 1%. Hivest may either debit the client accounts for the 1% and remit a portion to the third-party, OR the third-party may custody, charge a fee and remit a portion to Hivest.
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dianne is a partner in Staples Enterprises, Inc. and owner of Hobson Travel Ltd. in Naperville, dedicating minimal time outside of regular business hours. She also performs consulting within Hobson Advisors LLC as a CPA.
Employment History
Current Registrations
Hivest Financial LLC
State Registrations1 state
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.