Company

Diversified Planning Concepts, Inc. (DPC), is a comprehensive financial services firm committed to helping improve your long-term financial success. Our customized programs are designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.


DPC has been a Registered Investment Advisor firm since 1985. The firm is listed with the State of California and State of Hawaii.


With representatives throughout Northern California and in Honolulu, Hawaii, we are well positioned to service our clients.

 

Working with clients on a fee-only basis, with a minimum investment of $100,000, DPC avoids the potential conflict of interest inherent to many commission-based financial advisors who often offer only those investments in which they have a financial affiliation.

 

DPC provides clients with an extensive, and easy to digest, quarterly report which details all transactions which have taken place in their account. This report also provides rates of return for each investment. A more detailed technical analysis of the funds, using Morningstar Reports, is also prepared as an addendum to the DPC report. You will meet with your designated representative, on a quarterly, or semi-annual, basis to review the report.

 

We will assist you with the following services: Pensions and 401(k) plans, College Educations Plans, Deferred Compensations Plans, SEP-IRA/Roth Plans, Group Health, Dental and Vision Plans, and Life Insurance, 

 

In 1994, DPC entered into a strategic partnership with Fidelity Institutional Wealth Services, Fidelity maintains custody of over $100 billion in assets from Registered Investment Advisors firms such as DPC.

 

This alliance permits DPC to provide client’s access to many thousands of mutual funds (13,500+), available through Fidelity. Additionally, institutional share classes of the funds, normally available only for purchases of over $1,000,000, are available for these funds.  There is never a load, or commission, applied to the funds.  Additionally, we can provide view-only, online access, direct to the client’s Fidelity’s accounts.

Please email us at [email protected] or call (415) 891-8504.