TrueAdvisor
TrueAdvisor
DW
CFP
DW
CFP

Devan Wyson

Forthright Partnerstm
17 Years of Experience
Las Vegas, NV
View SEC Summary
View SEC Summary

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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 18 clients with $1.4M in assets under management.

Forthright Partnerstm
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
18 clients
Average Client Portfolio
$76K average
Assets Under Management
$1.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1M+1.00%

Fees are charged monthly in arrears based on the market value of assets on the last business day of the previous month. Fees may be negotiated or waived at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Las Vegas, NV

Get directions

History

Regulatory History
Clean regulatory record

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
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
LPL Financial LLC
September 2016 - July 2021 · 4 yrs 10 mos
LPL Financial LLCBroker
September 2016 - July 2021 · 4 yrs 10 mos
Cuso Financial Services, L.P.
February 2013 - September 2016 · 3 yrs 7 mos
Cuso Financial Services, L.P.Broker
January 2013 - September 2016 · 3 yrs 8 mos
Commonwealth Financial Network
February 2012 - December 2012 · 10 mos
Commonwealth Financial NetworkBroker
February 2012 - December 2012 · 10 mos
LPL Financial LLC
November 2011 - February 2012 · 3 mos
LPL Financial LLCBroker
November 2011 - February 2012 · 3 mos
Metlife Securities INC.
December 2009 - October 2011 · 1 yr 10 mos
Metlife Securities INC.Broker
January 2008 - October 2011 · 3 yrs 9 mos
State Registrations2 states
NVTX
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.
More Advisors
More financial advisors in Las Vegas, NV →All financial advisors in Nevada →