DeVore Financial Advisors LLC

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Client assets under management

$51,071,683

Clients

35% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,276,792

About

DeVore Financial Advisors provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts and estates, delivering discretionary portfolio management, written financial plans, and implementation support that can include fee‑based annuities and legacy‑position retention for tax or strategic reasons. The firm also offers an automated implementation option through Schwab Institutional Intelligent Portfolios for eligible clients.

The advisor acts as a fiduciary and generally follows a long‑term investment posture while retaining the flexibility to rebalance or execute shorter‑term trades to meet client objectives or tax needs. Investment selection combines fundamental, technical, cyclical and charting analyses and is supplemented by proprietary quantitative algorithms that inform portfolio construction and trading decisions.

Noteworthy for a small, two‑advisor practice managing about $51 million for roughly 40 clients, the firm pairs personalized, continuous client contact with both algorithm‑driven strategies and Schwab’s automated platform — a mix that is less common among peers of this size. Principals also engage in outside occupations, including licensed insurance sales (with commission income) and public‑safety employment, which the firm discloses as potential sources of conflict for clients to consider.

Client services

Financial planning Portfolio management

Expertise

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Wealth management

Occupation focus

Executive Public Service Employee

Fee options

Fixed

Fixed fees for financial planning with minimum of $2,500

Percentage

$0 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.75% Over $5,000,000+: 0.50%

Commissions

Advisor does not earn commissions for securities transactions; however, Ms. DeVore, an owner, earns commissions as an independent insurance professional for selling insurance products, which is separate from advisory fees

Project-based

Up to $250 per hour for financial planning services

Other

Account minimum: No general minimum account size for investment management services; however, minimums apply for specific services: $2,500 minimum fixed fee for financial planning engagements; $5,000 minimum to open an account in Schwab Institutional Intelligent Portfolios; $50,000 minimum account balance to enroll in the tax-loss harvesting feature of Schwab Institutional Intelligent Portfolios. Minimum fee: $2,500 minimum fixed fee for financial planning engagements Fee-only: Investment management fees based on tiered percentage of assets under management; financial planning fees charged hourly (up to $250/hour) or fixed fee (minimum $2,500)

Main office location

DeVore Financial Advisors LLC

Escondido CA, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not 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.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (760) 822-2669

Advisors at this firm

Brenton D

ChFC®, Series 65, Series 66

Escondido, CA

DeVore Financial Advisors LLC

Brenton Devore is a financial advisor at DeVore Financial Advisors LLC in Escondido, CA, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 19 years of industry experience, including prior work at Devore Financial Advisors and a concurrent role as a police sergeant with the City of San Diego. DeVore Financial Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm combines discretionary portfolio management with algorithm-driven strategies and an automated platform option, serving about 40 clients with approximately $51 million in assets under management.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Wealth management Executive Public Service Employee

Laura D

Series 63, Series 66

Escondido, CA

DeVore Financial Advisors LLC

Laura Devore is a financial advisor at DeVore Financial Advisors LLC with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Apriem Advisors and Fidelity Brokerage Services, LLC. She is also an independent insurance agent for Apriem Insurance Services. DeVore Financial Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm combines discretionary portfolio management and written financial plans with algorithm-driven strategies and an automated platform to deliver personalized investment solutions.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Wealth management Executive Public Service Employee

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