CD
CFP
CD
CFP

Cynthia Deavel

32 Years of Experience
Reston, VA
1 DisclosureBrokerSells Insurance

Cynthia Deavel is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Reston, VA, with 32 years of industry experience. Cynthia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2913 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1768 Business Center Drive, Suite 240, Reston, VA, 20190

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2018
Denied
Other Business ActivitiesSells Insurance

Cynthia sells fixed insurance, dedicating minimal time to this activity. She also owns Deavel Wealth Advisors, LLC, which takes up all of her time. Finally, Cynthia is a farm hand and co-owner of Wind Ridge Farm, spending minimal time on this activity.

Employment History
Current Registrations
Commonwealth Financial Network
March 2023 - Present · 3 yrs 7 mos
Commonwealth Financial NetworkBroker
March 2023 - Present · 3 yrs 7 mos
Commonwealth Financial Network
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Lincoln Financial Advisors Corporation
March 2004 - March 2023 · 19 yrs
Lincoln Financial Advisors CorporationBroker
March 2004 - March 2023 · 19 yrs
The Lincoln National Life Insurance CompanyBroker
March 2004 - May 2006 · 2 yrs 2 mos
1st Global Advisors INC
February 2003 - February 2004 · 1 yr
1st Global Capital CORP.Broker
January 1999 - February 2004 · 5 yrs 1 mo
Intervest International Equities CorporationBroker
September 1993 - January 1999 · 5 yrs 4 mos
State Registrations18 states
ALARCACODCDEFLGAILMDMONCOHSCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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