Devan Wyson is a CFP-designated registered investment advisor at Forthright Partnerstm, based in Las Vegas, NV, with 17 years of industry experience. Devan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 18 clients with $1.4M 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 | 1.50% |
| $1M+ | 1.00% |
Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services. Fees are negotiable at Forthright Partners' discretion.
Fee Estimator
Location
Las Vegas, NV
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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
Devan provides uncompensated consulting services to individuals. This activity takes about 10-20% of his time during trading hours.
Employment History
Current Registrations
Forthright Partnerstm
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations2 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.