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Devin Crandall

Strategic Advisers LLC
2 Years of Experience
Sacramento, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Devin Crandall is a registered investment advisor at Strategic Advisers LLC, based in Sacramento, CA, with 2 years of industry experience. Devin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Sacramento, CA

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History

Regulatory History (1)
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Criminal
October 2009
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Devin is an insurance sales representative for Bankers Life and Casualty Company, also appointed with KFA. He sells life insurance, long-term care, annuities, Medicare Supplement, and health insurance products, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Strategic Advisers LLC
October 2025 - Present · 1 yr
Fidelity Brokerage Services LLCBroker
September 2025 - Present · 1 yr 1 mo
Fidelity Brokerage Services LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Bankers Life Securities, INC.Broker
February 2024 - June 2025 · 1 yr 4 mos
Bankers Life Advisory Services, INC.
June 2023 - June 2025 · 2 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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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