Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Financial Planning:Charged separately
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Contact
Devin Patrick Watts
Location
Clovis, CA
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Devin works as a financial advisor for Nectarine Financial, Inc., dedicating about a quarter of their time. Devin also owns Fallbrook Fi LLC, providing financial advising and investment management, which takes about half of their time.
Employment History
Current Registrations
Fallbrook Fi
January 2025 - Present · 1 yr 1 mo
Nectarine
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Panoramic Financial
August 2021 - December 2024 · 3 yrs 4 mos
Portfolio Advisors, INC.
August 2018 - July 2021 · 2 yrs 11 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Additional Information
I’m Devin Watts, founder of Fallbrook Fi—a financial planning firm based in Clovis, California. I help professionals and growing families navigate life’s big transitions with clarity, confidence, and a financial plan they can trust.
Contact
Devin Patrick Watts