TrueAdvisor
TrueAdvisor
BN
PFS
BN
PFS

Benjamin Newhouse

Diversify Wealth Management, LLC
26 Years of Experience
Springfield, MO
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Benjamin Newhouse is a PFS-designated registered investment advisor at Diversify Wealth Management, LLC, based in Springfield, MO, with 26 years of industry experience. Benjamin 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

3812 S Fremont Ave, Springfield, MO, 65804

Get directions

History

Regulatory History (2)
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
October 2008
Denied
Customer Dispute
June 2005
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Benjamin is the CEO of Vineyard Asset Management, LLC, dedicating nearly full-time hours to managing broker-dealer and RIA operations. He also owns an insurance business, spending minimal time on soliciting and selling traditional insurance products, including premium financed policies.

Employment History
Current Registrations
Diversify Wealth Management, LLC
October 2025 - Present · 1 yr
Dfpg Investments, LLCBroker
July 2015 - Present · 11 yrs 3 mos
Dfpg Investments, LLC
July 2015 - Present · 11 yrs 3 mos
Previous Registrations
Integrated Advisors Network LLC
August 2015 - August 2026 · 11 yrs
First Allied Advisory Services, INC.
July 2012 - July 2015 · 3 yrs
First Allied Securities, INC.Broker
May 2010 - July 2015 · 5 yrs 2 mos
First Allied Securities, INC.
May 2010 - July 2012 · 2 yrs 2 mos
Royal Alliance Associates, INC.
November 2007 - May 2010 · 2 yrs 6 mos
Vineyard Asset Management, LLC
November 2007 - December 2009 · 2 yrs 1 mo
Royal Alliance Associates, INC.Broker
October 2007 - May 2010 · 2 yrs 7 mos
MML Investors Services, INC.
May 2004 - November 2007 · 3 yrs 6 mos
MML Investors Services, INC.Broker
May 2004 - November 2007 · 3 yrs 6 mos
Royal Alliance Associates, INC.
September 2002 - May 2004 · 1 yr 8 mos
Royal Alliance Associates, INC.Broker
March 2000 - May 2004 · 4 yrs 2 mos
State Registrations18 states
ALARAZCACOFLGAIAKSLAMIMONJNVOKSCTXUT
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.
More Advisors
More financial advisors in Springfield, MO →All financial advisors in Missouri →