Devin Bone
Advisor at Forsythia Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Forsythia Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bloomfield Hills, MI 48301
Credentials
Series 65
Industry experience
2 years
Devin Bone is a financial advisor at Forsythia Financial with two years of industry experience. He holds a Series 65 designation and has a background as a partner at the law firm Paesano Akkashian, PC, where he specializes in commercial litigation and securities law matters. Bone balances his advisory role with legal practice, overseeing litigation and transactional work as well as supervising other attorneys. Forsythia Financial provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm combines macroeconomic asset-allocation strategies with detailed company research across various investment types, leveraging Bone’s legal expertise in securities and estate planning as a distinctive aspect of its approach.
Based on Forsythia Financial
Based on Forsythia Financial
Flat fees for financial planning services as agreed in advance
$0 - $1,000,000: 1.75% $1,000,000 - $3,000,000: 1.25% $3,000,000+: 0.75%
$350 per planner-hour for consulting and financial planning services
Minimum fee: Minimum fee applies but specific amount not stated Fee-only: Hourly consulting fee at $350 per planner-hour; flat fees also offered for financial planning as agreed in advance
7457 Franklin Road, Suite 200
Bloomfield Hills, MI 48301
Michigan
Forsythia Financial
2023 - Present (3 years)
Paesano Akkashian, PC f/k/a Paesano Akkashian Apkarian, PC
2019 - Present (7 years)
Warner Norcross + Judd LLP
2018 - 2019 (1 year)
Paesano Akkashian Apkarian, PC
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")