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Advisor

Devin Watts

Fallbrook Fi · Clovis, California

Devin Watts is a fee-only financial advisor at Fallbrook Fi in Clovis, California, who holds the CFP credential. Devin charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $4,800 a year).

Flat fee or retainerOngoing planning fee Fee-only CFP

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Who they serve

  • High earners

Facts

FirmFallbrook Fi
Based in Clovis, California
Fee modelFlat fee or retainer · Ongoing planning fee
Fees (firm's website)Ongoing planning from $4,800 a year
Accepting new clientsYes
Assets under management$786K across 32 accounts
CredentialsCFP
SEC registration Investment adviser representative in CA, TX · CRD 7005109
Exams passedSeries 65 (2018)
Firm size1 employee
Disclosures None reported
Websitefallbrookfi.com
LinkedInProfile

How Devin's firm compares

  • Ongoing planning starts at $4,800 a year, below the California median of $6,000 for fee-only firms that publish prices.
  • Fallbrook Fi's average account is about $25,000, from its Form ADV (assets managed divided by 32 accounts).

What fee-only advisors charge in California

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Questions about Devin

Is Devin Watts a fee-only financial advisor?

Yes. Devin Watts is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Devin's firm.

How does Devin charge for financial advice?

Devin charges a flat fee or retainer and an ongoing planning fee.

How much does Devin charge?

According to Fallbrook Fi's website, checked October 28, 2026: ongoing planning from $4,800 a year.

Where is Devin Watts based?

Devin Watts is based in Clovis, California.

What credentials does Devin Watts hold?

Devin Watts holds the CFP credential.

Is Devin Watts registered with the SEC?

Yes. Devin Watts is registered as an investment adviser representative in CA and TX (CRD 7005109), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How much does Fallbrook Fi manage?

Fallbrook Fi reports $786K across 32 accounts in assets under management.

How do I contact Devin Watts?

Through Devin's website, fallbrookfi.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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