Richard Devoe is a CFP-designated registered investment advisor at Barnes Pettey Financial Advisors, LLC, based in Oxford, MS, with 27 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 3,303 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Fees are negotiable based on the size and complexity of the relationship. The rate for the highest tier achieved applies to all managed assets.
Fee Estimator
Location
1420 N Lamar Blvd Suite 200, Oxford, MS, 38655
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard is an independent contractor and advisor for Barnes Pettey Financial Advisors, LLC, dedicating a significant amount of time to these roles. He is also an officer at Devoe Carr, Pllc (accounting/CPA) and a partner in Mallard Alley hunting club, requiring minimal time commitments.
Employment History
Current Registrations
Barnes Pettey Financial Advisors, LLC
Previous Registrations
Barnes Pettey Financial Advisors
Raymond James Financial Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
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
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