Diesslin Group, Inc.

Diesslin Group, Inc. is a registered investment advisor founded in 1980 by David H. Diesslin. The firm, located in Fort Worth, TX, specializes in providing fee-only financial planning and asset management services to individuals, businesses, and organizations. With assets under management totaling $621,330,033 as of 12/31/2024, the firm offers comprehensive financial planning services covering areas such as cash flow management, tax planning, retirement, estate planning, and more. Clients can engage in ongoing investment management and financial advisory services tailored to their goals and risk tolerance. The firm primarily recommends portfolios of actively managed mutual funds through Schwab or Fidelity platforms. Fees for asset management range from 0.15% to 1.00% based on the portfolio size. Clients have investment discretion, and the firm does not vote proxies on their behalf. Diesslin Group does not have custody of client assets, except for certain partnership investments. The firm does not have any disciplinary information and has not been involved in bankruptcy proceedings.