Devonee Quinn is a CFP-designated registered investment advisor at Creative Planning, based in Denver, CO, with 16 years of industry experience. Devonee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
3615 Delgany St., Suite 500, Denver, CO, 80216
Get directionsHistory
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
Devonee is an independent consultant in wine sales through Wine Retriever, LLC, dedicating minimal time to this non-investment related activity. Devonee also owns 50% of a rental property in Lubbock, TX, spending minimal time on it.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Wipfli Financial Advisors, LLC
Lotusgroup Advisors
Lee Financial Company, LLC
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.
Exams
More Advisors
- John Shevlin, CFPCreative Planning
- Evan Schumacher, CFPCreative Planning
- Thomas Bevington, CFPCreative Planning
- Jeffrey Brownlee, CFPCreative Planning
- David Rivkin, CFPCreative Planning
- Nicholas Sauro, CFPCreative Planning