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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 3 more. Their firm serves 249 clients with $490M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
249 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$492.9M

Fee Structure

Investment management only (planning not offered)

Novi Wealth charges a percentage of the value of your portfolio to manage your investments. The exact percentage varies between 0.50% and 1.25% depending on the amount they manage. The fees are calculated each quarter based on the value of your investments at the end of the previous quarter. If your investments are managed by independent third-party managers or sub-advisors, you may be charged an additional 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 · 2 yrs 7 mos
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.