Devin Larkins is a registered investment advisor at Simplicity Wealth, based in Summit, NJ, with 15 years of industry experience. Devin 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 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
475 Springfield Ave., Suite #1, Summit, NJ, 07901
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Regulatory History (3)
Regulatory
December 2020Customer Dispute
April 2020Customer Dispute
February 2020Other Business Activities
Devin is the President of Strategic Design, Inc., a financial planning and investment firm. All securities business is conducted through LifePro as an IAR, taking nearly full-time hours, and Devin is no longer licensed as an insurance producer.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Lifepro Asset Management
Larkins Investment Management, LLC
Fidelity Brokerage Services LLCBroker
State Registrations3 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.