John Newhouse
John Newhouse is a registered investment advisor at Diversify Wealth Management, LLC, based in Edmond, OK, with 15 years of industry experience. John 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 2 more. Their firm serves 4,997 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversify Wealth Management offers investment management through several platforms, each with different fee structures. Fees are negotiated with your advisor and can vary. Here's a breakdown:
- Advisor Managed Solutions (AMS): Fees are a percentage of your portfolio, up to 1.75% annually. Billing methods include fixed percentage, linear fee schedule, and tiered fee schedule.
- Outside Managed Solutions (OMS): Fees are generally billed by the outside money manager, but Diversify may also charge an advisory fee, up to 1.75% annually.
- Diversify Managed Solutions (DMS): You'll pay an advisory fee (up to 1.75%) plus a strategy fee, combined into a single fee.
- Wealth Accumulator Strategy: Fees are negotiated, not to exceed 1.00%.
- Variable Managed Solutions (VMS): Fees are negotiated, not to exceed 1.50%.
- TownSquare Managed Solutions (TMS): Fees are generally billed by the third-party money manager, with a portion paid to Diversify. The advisory fee is negotiated, up to 1.75% annually.
Location
1900 E 15th Street, Bldg 800A, Edmond, OK, 73013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John is an advisor for Integrated Advisors Network and Vineyard Asset Management, a registered representative with DFPG, an adjunct professor at the University of Tulsa, a consultant/attorney with Charis Consulting, LLC, Senior Director of Gift Planning at Oklahoma State University Foundation, and a board member at Asbury Church of Tulsa. These activities take up a significant portion of John's time, including about a quarter of his time with DFPG and about 10% of his time with Oklahoma State University Foundation.
Employment History
Current Registrations
Diversify Wealth Management, LLC
Integrated Advisors Network LLC
Dfpg Investments, LLCBroker
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
Royal Alliance Associates, INC.Broker
State Registrations5 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.