Devin Choules
Devin Choules is a registered investment advisor at Triad Wealth Partners, LLC, based in Logan, UT, with 7 years of industry experience. Devin 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 3,896 clients with $1.5B 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% |
Advisory fees vary based on services provided and range up to 2.00% per year. Fees are negotiable.
Fee Estimator
Location
491 N. Main Street, Logan, UT, 84321
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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 ActivitiesSells Insurance
Devin sells and services insurance products, including life insurance, annuities, disability income, and long-term care, for multiple carriers through Choules Financial, dedicating about a quarter of his time. Devin also owns The Slice, handling payroll and taxes for about an hour per month, and is an Investment Advisor Representative for Gibbs Wealth Management, LLC, spending about 10% of his time on this activity.
Employment History
Current Registrations
Triad Wealth Partners, LLC
Previous Registrations
Visionary Wealth Management, LLC
Gibbs Wealth Management, LLC
Coppell Advisory Solutions LLC
State Registrations1 state
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
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