Devore Financial Advisors LLC fees and pricing
Financial planner in Escondido, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 15, 2026, Devore Financial Advisors LLC charges a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“Fixed engagement fees are set by the Advisor based on the estimated hours number of hours expected to complete the engagement, with a minimum fixed fee of $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Devore Financial Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “The annual fee is charged quarterly, in arrears, based upon the average daily market value of assets under management.”
How Devore Financial Advisors LLC’s fees compare
- Its flat or project fee of $2,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
About Devore Financial Advisors LLC
- Firm size: 2 employees.
- Credentials named in the brochure: ChFC®.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.95% a year
- Clients
- 40
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $51,071,683
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306110
- Phone
- (760) 822-2669
Other planners in Escondido that publish fees
- Astra Wealth Management LLCEscondido$500/hr
- Farrar FinancialsEscondido$295/hr
- Harvestwise Wealth PlanningEscondido$125/mo, $50,000/yr
- Law Office of Jamie TownsendEscondido$300/hr
- Red SevenEscondido$1,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.