Laura Devore
DeVore Financial Advisors · Escondido, California
Laura Devore is a fee-only financial advisor at DeVore Financial Advisors in Escondido, California. Laura charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $2,500 a year).
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Facts
| Firm | DeVore Financial Advisors |
|---|---|
| Based in | Escondido, California |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $2,500 a year |
| Assets under management | $51.1M across 121 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1690517 |
| Exams passed | Series 63 (1987) · Series 66 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | devorefa.com |
| Profile |
How Laura's firm compares
- Ongoing planning starts at $2,500 a year, below the California median of $6,000 for fee-only firms that publish prices.
- DeVore Financial Advisors's average account is about $422,000, from its Form ADV (assets managed divided by 121 accounts).
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Questions about Laura
Is Laura Devore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laura holds no broker registration, and DeVore Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Laura charge for financial advice?
Laura charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Laura charge?
According to DeVore Financial Advisors's website, checked October 30, 2026: ongoing planning from $2,500 a year.
Where is Laura Devore based?
Laura Devore is based in Escondido, California.
Is Laura Devore registered with the SEC?
Yes. Laura Devore is registered as an investment adviser representative in CA (CRD 1690517), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DeVore Financial Advisors manage?
DeVore Financial Advisors reports $51.1M across 121 accounts in assets under management.
How do I contact Laura Devore?
Through Laura's website, devorefa.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
- DeVore Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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