Scott Devens
Devens Wealth Management · Newport Beach, California
Scott Devens is a fee-only financial advisor at Devens Wealth Management in Newport Beach, California. Scott focuses on retirement planning. Devens Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Devens Wealth Management |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $3.5M across 8 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3013405 |
| Exams passed | Series 63 (1998) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | devenswealth.com |
How Scott's firm compares
- Devens Wealth Management's average account is about $438,000, from its Form ADV (assets managed divided by 8 accounts).
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Questions about Scott
Is Scott Devens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Devens Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott's firm, Devens Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Scott Devens based?
Scott Devens is based in Newport Beach, California.
What does Scott specialize in?
Scott's specialties include retirement planning.
Is Scott Devens registered with the SEC?
Yes. Scott Devens is registered as an investment adviser representative in CA (CRD 3013405), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Devens Wealth Management manage?
Devens Wealth Management reports $3.5M across 8 accounts in assets under management.
How do I contact Scott Devens?
Through Scott's website, devenswealth.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
- Devens Wealth Management 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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