Advisor at Harbour Investments, Inc.
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
Harbour Investments, Inc.
Location
Eaton, OH 45320
Credentials
Series 63, Series 65
Industry experience
26 years
Flat fees generally range from $200 to $2,500 depending on scope
$0 - $25,000: Higher service fees (specific rate not stated) due to higher costs of maintaining the account $25,000+: Up to 2.0% maximum advisory fee (negotiated with client)
Commission-based compensation available through broker/dealer activities; commissions may offset AUM fees for periods; 12b-1 fees received from some mutual funds
Hourly fees generally range from $50 to $300 per hour
Account minimum: $5,000 (no advisory fee assessed below this value at Pershing Advisor Solutions and/or Charles Schwab, Inc.; IARs may require higher minimums) Fee-only: Hourly fees generally range from $50 to $300 per hour; flat fees generally range from $200 to $2,500 depending on scope
Dues & Dues Partnership
2016 - Present (10 years)
Dues Wealth Management Llc
2012 - Present (14 years)
Harbour Investments, Inc
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Richmond, IN
Edward Jones
Series 66
Camden, OH
Edward Jones
Series 63, Series 65
Brookville, OH
Edward Jones
Series 63, Series 66
Eaton, OH
Edward Jones
Series 66
Brookville, OH
Fidelity
Devon Walton is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Devon served as an Investment Consultant at Fidelity Investments from 2023 to 2025 and as a Workplace Planning Consultant at the same company from 2021 to 2023. Devon began their financial services career as a Financial Representative at Northwestern Mutual from 2020 to 2021. Devon is committed to working with individuals and families to educate, coach, and collaborate on financial plans that clients feel comfortable with. Through engaging in collaborative conversations, Devon aims to help clients and their families create a clear financial vision, even during times of uncertainty.
Series 66
Brookville, OH
Edward Jones
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