SD
SD
Scott Devens
27 Years of Experience
Newport Beach, CA
2 Disclosures
Scott Devens is a registered investment advisor at Devens Wealth Management, based in Newport Beach, CA, with 27 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $3.5M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$438K average
Assets Under Management
$3.5M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of Devens Wealth.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Newport Beach, CA
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2008Settled
Customer Dispute
April 2002Settled
Employment History
Current Registrations
Devens Wealth Management
September 2025 - Present · 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2000 - January 2025 · 24 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1999 - January 2025 · 25 yrs 4 mos
Edward JonesBroker
March 1998 - September 1999 · 1 yr 6 mos
State Registrations1 state
CA
Advisor
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.