Diversified Human Solutions (DHS) offers financial advice to business owners, plan sponsors, employers, and individuals. DHS provides financial planning services, including retirement, college, tax, and insurance needs analysis, as well as assistance with divorce and estate distribution matters. DHS may refer clients to third-party investment advisors. DHS does not sell investment products or securities.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Diversified Human Solutions (DHS) refers clients to money managers who manage accounts held at Charles Schwab for either a flat annual fee or a percentage of the assets managed. DHS does not maintain investment discretion.
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