Devon Albarez
Devon Albarez is a registered investment advisor at Integrity Financial Advisors, LLC, based in Grand Rapids, MI, with 3 years of industry experience. Devon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 339 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Financial Advisors charges a fee based on a percentage of the value of your portfolio, not to exceed 1.70% annually. This fee includes Integrity's fee plus any applicable sub-advisory or platform provider fee. The fee covers advisory services, trade entry, investment supervision, financial planning, and other account maintenance activities. Fees are billed monthly at the end of the billing period, based on the average daily balance or market value of the previous month. New accounts are part of a wrap fee program, covering all transaction fees, while legacy accounts transition into the program.
Location
144 44th Street Sw, Suite #2, Grand Rapids, MI, 49548
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Devon is an insurance agent with Integrity Financial Group, LLC since April 2022, dedicating nearly full-time hours to business planning, client services, accounting and DBA for securities and advisory services.
Employment History
Current Registrations
Integrity Financial Advisors, LLC
State Registrations1 state
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.