Devang Patel
Advisor at Virtus Wealth Solutions
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.
Advisor at Virtus Wealth Solutions
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.
Location
Cranford, NJ 07016
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Devang Patel is a CFP® professional with 23 years of industry experience, currently serving at Virtus Wealth Solutions since 2020. His prior experience includes roles at Commonwealth Financial Network, MML Investors Services, and MSI Financial Services. Outside of financial advising, he is a general partner in a film production venture, Chyna Project Partners. Virtus Wealth Solutions provides financial planning, asset management, and consulting services to individual, high-net-worth, and institutional clients. The firm employs multiple investment approaches and manages over $500 million in discretionary assets across a diverse client base.
Based on Virtus Wealth Solutions
Based on Virtus Wealth Solutions
Flat or fixed fees for consulting engagements and Retirement Plan Consulting
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
Up to $500 per hour for consulting services
Account minimum: $1,000,000 Minimum fee: Commonwealth PPS Select program minimum annual program fee of $600 ($150 quarterly) for certain accounts Fee-only: Wealth Management Consulting: negotiable annual fee or hourly up to $500; Retirement Plan Consulting: negotiable annual fee based on assets under advisement or flat fee or hourly up to $500; Plan Participant Consulting: fee schedule with annual fees varying by account size
517 Centennial Avenue, Suite 200
Cranford, NJ 07016
Maryland · New Jersey · Texas
Virtus Wealth Solutions
2020 - Present (6 years)
Commonwealth Financial Network
2020 - 2024 (4 years)
Mass Mutual Investors Services
2017 - 2020 (3 years)
Innovative Financial Solutions, Inc.
2017 - Present (9 years)
Innovative Financial Solutions NJ LLC
2017 - Present (9 years)
MSI Financial Services, INC.
2002 - 2017 (15 years)
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