Devin Welch is a CFP-designated registered investment advisor at Treiberg Wealth Management, based in Tucson, AZ, with 24 years of industry experience. Devin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 274 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The specific fee charged is negotiated based on the fee schedule. Lower fees for comparable services may be available from other sources.
Fee Estimator
Location
3573 East Sunrise Drive, Suite 115, Tucson, AZ, 85718
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Devin operates under the DBA Treiberg Wealth Management since 2011 and provides investment advisory services through Treiberg Wealth Management, dedicating about half of his time to this activity. Devin also works as a real estate agent and coaches for Amphi Public Schools & Tucson Soccer Academy, spending about 10-20% of his time on coaching.
Employment History
Current Registrations
Treiberg Wealth Management
LPL Financial LLCBroker
Previous Registrations
H.D. Vest Investment ServicesBroker
Davis Distributors, LLCBroker
State Registrations7 states
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.