Advisor at Allstreet Wealth
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
Allstreet Wealth
Location
Panama City Beach, FL
Credentials
Series 65
Industry experience
5 years
Treyton De Vore is a financial advisor at AllStreet Wealth with five years of industry experience and holds a Series 65 designation. He has founded several non-investment businesses, including a nonprofit focused on grant review and marketing, an educational company producing video courses, and a marketing and design firm. AllStreet Wealth serves individual and high-net-worth clients, as well as business owners and employees with equity compensation, providing comprehensive financial planning and discretionary investment management. The firm employs long-term, buy-and-hold passive portfolios based on asset allocation principles and offers both ongoing planning and project-based services.
Based on Allstreet Wealth
Project-Based Financial Planning: AllProject $12,000-$25,000; One Meeting One Plan $3,500-$6,000
$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.85% $4,000,000 - $6,000,000: 0.70% $6,000,000 - $10,000,000: 0.60% $10,000,000 - $15,000,000: 0.50% $15,000,000 - $20,000,000: 0.40% $20,000,000+: 0.35%
$750 per hour, negotiable
Fee-only: Ongoing Comprehensive Financial Planning Services with upfront and annual fees; Project-Based Financial Planning fees; Hourly fees. No commissions.
Panama City Beach, FL
California · Florida · Illinois · Indiana · Massachusetts · New York · Texas
Piertree Provides
2022 - Present (4 years)
AllStreet Academy LLC
2022 - Present (4 years)
Piertree Projects LLC
2020 - Present (6 years)
Piertree LLC (DBA AllStreet Wealth)
2020 - Present (6 years)
Shamrock Trading Corporation
2018 - 2020 (2 years)
Vivint Smarthome
2017 - 2017 (1 year)
McPherson College
2014 - 2018 (4 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
Series 66
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