Advisor at HSC Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
HSC Wealth Advisors
Location
Forest, VA 24551-4744
Credentials
Series 65
Industry experience
8 years
Brian Devers is a financial advisor at HSC Wealth Advisors with eight years of industry experience. He holds a Series 65 credential and has worked at HSC Wealth Advisors since 2017, following roles at R L Lovelace & Associates and Lovelace, Norvelle & Mathews, PC. In addition to his advisory work, Devers provides tax preparation and bookkeeping services. HSC Wealth Advisors offers personalized financial planning and discretionary investment management to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm operates as a fee-only adviser with a focus on diversified portfolios, periodic rebalancing, and a combination of fundamental, technical, and cyclical security analysis.
Based on HSC Wealth Advisors
Based on HSC Wealth Advisors
Some annual fixed fee agreements based on complexity of work, especially when asset management is not the primary service
$0 - $2,000,000: 1.00% annually $2,000,000 - $4,000,000: 0.8% annually $4,000,000 - $6,000,000: 0.7% annually $6,000,000 - $10,000,000: 0.6% annually $10,000,000 - $25,000,000: 0.5% annually $25,000,000+: 0.4% annually
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000, exceptions may apply Fee-only: Fee-only financial planning and investment management; no commissions or sales of financial products
1563 Crossings Centre Drive, Suite 100
Forest, VA 24551-4744
Virginia
HSC Wealth Advisors
2017 - Present (9 years)
R L Lovelace & Associates
2017 - 2017 (1 year)
Lovelace, Norvelle & Mathews, PC
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
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Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.
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