Devyn Deleon
Advisor at DeLeon Wealth LLC
Updated today
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
DeLeon Wealth LLC
Location
Kennewick, WA 99338
Credentials
CFP®, Series 65
Industry experience
4 years
About
Devyn Deleon is a CFP® with four years of industry experience, currently serving as an advisor at DeLeon Wealth LLC. Prior to founding DeLeon Wealth, Devyn worked at Brighton Jones and Russell Investments. DeLeon Wealth LLC provides portfolio management, retirement-plan advisement, and financial planning services primarily to individual investors. The firm employs a time-bucket allocation strategy tailored to clients’ goals and risk tolerance, utilizing a range of investment vehicles including mutual funds, ETFs, and private credit options.
Client services
Based on DeLeon Wealth LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on DeLeon Wealth LLC
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Fixed fees for financial planning range from $5,000 to $10,000 depending on complexity.
$0 - $3,000,000: 0.95% annually (0.23% quarterly) $3,000,001 - $5,000,000: 0.85% annually (0.21% quarterly) $5,000,001 - $10,000,000: 0.75% annually (0.18% quarterly) $10,000,001 - $20,000,000: 0.50% annually (0.12% quarterly) $20,000,001+: 0.35% annually (0.08% quarterly)
Hourly rate for financial planning is $200/hour.
Account minimum: $250,000 Minimum fee: Minimum quarterly advisory fee of $1,250 or 1.25% on assets under $526,316; minimum fee can be waived at discretion. Fee-only: Portfolio management fees based on tiered schedule; fixed fees for financial planning $5,000 to $10,000; hourly fee $200/hour.
Location
201 N Edison St., Suite 229
Kennewick, WA 99338
Most active in
Devyn D has reported serving >5 clients in these states in the last 12 months.
Idaho · North Carolina · Texas · Utah · Washington
Work history
DeLeon Wealth LLC
2024 - Present (2 years)
Brighton Jones
2021 - 2025 (4 years)
Russell Investments
2019 - 2021 (2 years)
Travelling Abroad
2019 - 2019 (1 year)
University of Idaho
2018 - 2019 (1 year)
Clearwater Analytics
2018 - 2018 (1 year)
University of Idaho
2017 - 2018 (1 year)
Merrill Lynch
2017 - 2017 (1 year)
Coeur D Alene Resort
2017 - 2017 (1 year)
University of Idaho
2016 - 2017 (1 year)
A Better View
2016 - 2016 (1 year)
University of Idaho
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 65
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Ian M
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Angela F
CFP®
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Avea Financial Planning, LLC
Roger M
CFP®, Series 63, Series 65
Richland, WA
MCM Advisory, LLC
Adam M
Series 63, Series 65
Pasco, WA
Wealth Management Northwest, Inc.
Eldon F
CFP®, Series 66
Kennewick, WA
Monson Wealth Management, Inc.
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