Devyn Deleon is a CFP-designated registered investment advisor at Deleon Wealth LLC, based in Kennewick, WA, with 4 years of industry experience. Devyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 37 clients with $20M 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 $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
Fees are negotiable. Accounts under $526,316 are subject to a minimum quarterly fee of $1,250 or 0.3125% (1.25% annually). Sub-advisors used for direct indexing may charge an additional fee of up to 0.29% with a $250 minimum.
Fee Estimator
Location
201 N Edison St., Suite 229, Kennewick, WA, 99336
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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 →Employment History
Current Registrations
Deleon Wealth LLC
Previous Registrations
Brighton Jones LLC
State Registrations5 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
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