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Devin Starr

3 Years of Experience
Princeton, NJ

Devin Starr is a registered investment advisor at Novi Wealth Partners, based in Princeton, NJ, with 3 years of industry experience. Devin 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 272 clients with $610M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
272 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$612.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Advisory fees vary between 0.50% and 1.25% depending on the market value of assets under management. Fees are negotiable.

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

512 Executive Drive, Princeton, NJ, 08540

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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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Other Business Activities

Devin is involved with the Freehold Township Independent Fire Co, starting in 2017. This activity is not investment-related and takes minimal time.

Employment History
Current Registrations
Novi Wealth Partners
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
June 2020 - October 2020 · 4 mos
Northwestern Mutual Investment Services, LLCBroker
December 2019 - May 2020 · 5 mos
State Registrations1 state
NJ
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.
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