Advisor at SFMG Wealth Advisors
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Devin De Lapp is a CFP® professional with eight years of experience at SFMG Wealth Advisors in Plano, TX. Prior to joining SFMG, he worked with Texas Tech University Transition and Engagement for three years. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, and pension and trust clients, integrating financial planning with investment management. The firm employs a planning-first approach with a centralized Investment Committee and uses advanced tools to model retirement scenarios and investment strategies.
Based on SFMG Wealth Advisors
Based on SFMG Wealth Advisors
Standalone financial planning or consulting fees are negotiable and identified individually.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.60%
Consultation fees charged on an hourly or fixed rate basis (specific rates negotiable).
Account minimum: $1,000,000 Fee-only: Fee-only firm; no compensation from securities sales.
3960 Dallas Parkway, Suite 400
Plano, TX 75093
Texas
SFMG Wealth Advisors
2018 - Present (8 years)
UnEmployed
2017 - 2018 (1 year)
Texas Tech University Transition and Engagement
2017 - 2017 (1 year)
Texas Tech University Transition and Engagement
2014 - 2016 (2 years)
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Bank
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They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
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Real estate agent
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Other specialized services
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