John Diehl is a registered investment advisor at The Prudent Planner, LLC, based in Salt Lake City, UT, 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 Divorce Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 6 clients with $1.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are based on a straight tier; all accounts are charged a single percentage rate that declines as asset levels increase. The firm will attempt to aggregate accounts for the same individual or household to discount the asset-based fee.
Fee Estimator
Location
333 Pierpont Avenue, Suite 4, Salt Lake City, UT, 84101-1712
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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.
Learn about disclosures →Employment History
Current Registrations
The Prudent Planner, LLC
Previous Registrations
Strategic Advisers, INC.
USAA Financial Planning Services
Banc of America Investment Services, INC.
State Registrations1 state
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