Firm
DeVore Financial Advisors
Escondido, California
Fee-only
DeVore Financial Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the ChFC.
- Its Form ADV reports 2 employees and 40 individual clients, 14 of them high net worth.
- Its average account is about $422,000 (assets it manages divided by its 121 accounts).
- Its ongoing planning fee starts at $2,500 a year, below the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Escondido, California |
|---|---|
| Website | devorefa.com |
| Phone | (760) 822-2669 |
DeVore Financial Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,500 a year |
|---|---|
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"$2500.00/year Flat Fee" source
"Ongoing management fee starting at .95 basis points" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $51 million |
| Individual clients | 26 |
| High-net-worth clients | 14 |
| Accounts managed | 121 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | April 15, 2026 |
| SEC record | CRD 306110 |