Devin Goetsch
PJS Wealth Partners · Cedarburg, Wisconsin
Devin Goetsch is a fee-only financial advisor at PJS Wealth Partners in Cedarburg, Wisconsin. PJS Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | PJS Wealth Partners |
|---|---|
| Based in | Cedarburg, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $852.0M across 1,368 accounts |
| SEC registration | Investment adviser representative in WI · CRD 8282212 |
| Exams passed | Series 65 (2026) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | pjsinvestment.com |
How Devin's firm compares
- PJS Wealth Partners's average account is about $623,000, from its Form ADV (assets managed divided by 1,368 accounts).
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Questions about Devin
Is Devin Goetsch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Devin holds no broker registration, and PJS Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Devin charge for financial advice?
Devin's firm, PJS Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Devin Goetsch based?
Devin Goetsch is based in Cedarburg, Wisconsin.
Is Devin Goetsch registered with the SEC?
Yes. Devin Goetsch is registered as an investment adviser representative in WI (CRD 8282212), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PJS Wealth Partners manage?
PJS Wealth Partners reports $852.0M across 1,368 accounts in assets under management.
How do I contact Devin Goetsch?
Through Devin's website, pjsinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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