Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
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
Fallbrook Fi LLC's fees are based on the type of service provided. Investment management fees are a percentage of assets under management, ranging from 0.25% to 1.00% annually, billed quarterly in advance. Ongoing financial planning has an initial fee up to $5,000, and a recurring monthly or quarterly fee ranging from $300 to $1,250 per month or $900 to $3,750 per quarter, depending on complexity. Project-based financial planning is offered at a fixed fee ($1,250 to $15,000) or an hourly rate ($250/hour).
Areas of Practice
Advisor Information
Office location
Clovis, CA
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Devin Patrick WattsRegulatory 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 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
Nectarine
Previous Registrations
Panoramic Financial
Portfolio Advisors, INC.
State Registrations2 states
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.