# Lloyd DeVaux

> Lloyd DeVaux is a fee-only financial advisor at Sunstate Wealth Management in Coral Gables, Florida. Lloyd charges a percentage of assets (0.3%–1.2% a year of assets managed and a $100,000 asset minimum).

Page: https://find.wellspent.co/advisors/lloyd-devaux/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sunstate Wealth Management
- **Based in:** Coral Gables, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.3%–1.2% a year of assets managed; a $100,000 asset minimum
- **Assets under management (firm):** $209.8M across 6 accounts
- **CRD:** 7575323 (https://adviserinfo.sec.gov/individual/summary/7575323)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2025)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.sunstatefl.com/wealth-management/overview

## Frequently asked questions

### Is Lloyd DeVaux a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lloyd holds no broker registration, and Sunstate Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lloyd charge for financial advice?

Lloyd charges a percentage of assets.

### How much does Lloyd charge?

According to Sunstate Wealth Management's website, checked October 30, 2026: 0.3%–1.2% a year of assets managed; a $100,000 asset minimum.

### Where is Lloyd DeVaux based?

Lloyd DeVaux is based in Coral Gables, Florida.

### Is Lloyd DeVaux registered with the SEC?

Yes. Lloyd DeVaux is registered as an investment adviser representative in FL (CRD 7575323), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sunstate Wealth Management manage?

Sunstate Wealth Management reports $209.8M across 6 accounts in assets under management.

### How do I contact Lloyd DeVaux?

Through Lloyd's website, www.sunstatefl.com/wealth-management/overview.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7575323): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sunstatefl.com/wealth-management/overview): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.