Diversified Planning Strategies Advisors LLC has submitted a 13F Notice, signaling a potential change in its investment strategy as of September 30, 2026. This filing is significant as it reflects the firm's ongoing adjustments in asset management, which could impact its operations and market position.

Diversified Planning Strategies Advisors LLC is a financial advisory firm based in Roseland, New Jersey. The company is registered with the SEC under the Central Index Key (CIK) number 0002109947. It has recently filed several 13F Notices, including submissions on July 16, 2026, April 17, 2026, and February 11, 2026.

The latest filing indicates that the report is not an amendment and includes no other included managers or table entries. The filing was signed by John P. Papa, the Chief Compliance Officer, and was submitted on October 28, 2026.

This update may affect clients and stakeholders of Diversified Planning Strategies Advisors, as changes in investment strategies can influence portfolio management and client outcomes. However, details regarding specific changes in holdings or strategies were not available in the SEC filing.

The filing does not say what happens next.

The filing indicates that Diversified Planning Strategies Advisors LLC is incorporated in New Jersey and has an Employer Identification Number (EIN) of 881795202. The firm operates out of its business address located at 101 Eisenhower Parkway, Suite 108, Roseland, NJ 07068, and can be contacted via phone at 973-226-6000.

Additionally, the 13F Notice reflects that there are no other included managers or table entries, suggesting that the firm is currently not reporting any specific holdings or investments in this filing. The absence of table entries and a total value indicates a potential strategic shift or a temporary pause in reporting specific investment positions.

The filing also confirms that this is not an amendment and was filed under the SEC Act of 1934, with a filing manager listed as Diversified Planning Strategies Advisors LLC. The firm holds a CRD number of 000321737 and a SEC file number of 801-136395.

While the filing provides key administrative details, it does not disclose any specifics regarding changes in investment holdings, strategies, or the rationale behind the decision to submit a 13F Notice at this time.