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Benjamin Chappell

Diversify Advisory Services, LLC
14 Years of Experience
Lehi, UT
3 DisclosuresSells Insurance
View SEC Summary
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Benjamin Chappell is a registered investment advisor at Diversify Advisory Services, LLC, based in Lehi, UT, with 14 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 5,322 clients with $4.6B in assets under management.

Diversify Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
115 advisors
Number of Clients
5,322 clients
Average Client Portfolio
$874K average
Assets Under Management
$4.6B

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%

Advisory fees are negotiable and maximum annual rates are capped at 2.00% across most platforms. Certain platforms include additional strategy fees ranging from 0.15% to 0.75%.

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

Location

3333 N Digital Drive #700, Lehi, UT, 84043

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History

Regulatory History (3)
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.
Employment Separation After Allegations
January 2018
Customer Dispute
October 2017
Settled
Customer Dispute
March 2017
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Benjamin is an insurance agent doing business as Longhorn Financial since 2012, spending a few hours per week on insurance sales and service. He also works as a mortgage loan originator for Houzd Mortgage, dedicating minimal time to this activity.

Employment History
Current Registrations
Diversify Advisory Services, LLC
October 2025 - Present · 1 yr
Previous Registrations
Drive Wealth Advisers
October 2022 - October 2025 · 3 yrs
Foresight Wealth Management, LLC
January 2018 - November 2022 · 4 yrs 10 mos
Foresight Wealth Management, LLC
January 2018 - January 2018 · 0 mos
Hornor, Townsend & Kent, INC.
May 2017 - January 2018 · 8 mos
Hornor, Townsend & Kent, INC.Broker
September 2012 - January 2018 · 5 yrs 4 mos
State Registrations1 state
UT
Advisor

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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