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Devon Flushing

2 Years of Experience
Wildwood, MO

Devon Flushing is a registered investment advisor at Aperture Financial, based in Wildwood, MO, with 2 years of industry experience. Devon 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, Investment Management, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.90%
$500K - $1.0M0.80%
$1.0M - $3.0M0.70%
$3M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1339 Shepard Rd, Wildwood, MO, 63038

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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.

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Employment History
Current Registrations
Aperture Financial
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Aperture Financial
March 2021 - December 2021 · 9 mos
Guide My Finances
November 2019 - February 2020 · 3 mos
State Registrations1 state
MO
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.