Devin Watts is a CFP-designated registered investment advisor at Fallbrook Fi, based in Clovis, CA, with 7 years of industry experience. Devin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 11 clients with $790K 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fee Estimator
Contact
Devin Watts
Location
Clovis, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Nectarine
Previous Registrations
Panoramic Financial
Portfolio Advisors, INC.
State Registrations2 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
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.