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Treyton James De Vore

Advisor at Allstreet Wealth — Panama City Beach, FL

Updated today

Credentials

Series 65

Experience

6 years

Location

Panama City Beach, FL

Allstreet Wealth logo

Allstreet Wealth

Supported

Total advisors

3

Across 3 offices

Clients per advisor

43 Typical

Avg AUM per client

$508,948 Low

HNW client ratio

35% Typical

About

Treyton De Vore is a financial advisor at AllStreet Wealth with five years of industry experience and holds a Series 65 designation. He has founded several non-investment businesses, including a nonprofit focused on grant review and marketing, an educational company producing video courses, and a marketing and design firm. AllStreet Wealth serves individual and high-net-worth clients, as well as business owners and employees with equity compensation, providing comprehensive financial planning and discretionary investment management. The firm employs long-term, buy-and-hold passive portfolios based on asset allocation principles and offers both ongoing planning and project-based services.

Client services

Based on Allstreet Wealth

Financial planning Portfolio management

Expertise

Based on Allstreet Wealth

Business ownership considerations Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) Cash flow / budgeting General estate planning guidance

Occupation focus

Based on Allstreet Wealth

Founder/Business Owner

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Fee options

Fixed

Project-Based Financial Planning: AllProject $12,000-$25,000; One Meeting One Plan $3,500-$6,000

Percentage

$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.85% $4,000,000 - $6,000,000: 0.70% $6,000,000 - $10,000,000: 0.60% $10,000,000 - $15,000,000: 0.50% $15,000,000 - $20,000,000: 0.40% $20,000,000+: 0.35%

Project-based

$750 per hour, negotiable

Other

Fee-only: Ongoing Comprehensive Financial Planning Services with upfront and annual fees; Project-Based Financial Planning fees; Hourly fees. No commissions.

Location

See office

Panama City Beach, FL

Panama City Beach FL

Advisors at this office

1

Most active in

California · Florida · Illinois · Indiana · Massachusetts · New York · Texas

Work history

6 years of industry experience

Piertree Provides

2022 - Present • 4 years

Kansas City, MO

AllStreet Academy LLC

2022 - Present • 4 years

Kansas City, MO

Piertree Projects LLC

2020 - Present • 6 years

Kansas City, MO

Piertree LLC (DBA AllStreet Wealth)

2020 - Present • 6 years

Carmel, IN

Shamrock Trading Corporation

2018 - 2020 • 2 years

Kansas City, KS

Vivint Smarthome

2017 - 2017 • 1 year

Miami, FL

McPherson College

2014 - 2018 • 4 years

McPherson, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Connor G

Series 66

Panama City Beach, FL

Graham Wealth Management LLC

Connor Graham is a financial advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Edward Jones Investments. Outside of advising, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, focusing on IPS-driven strategies that incorporate fundamental analysis, modern portfolio theory, and technical analysis. The firm operates on a primarily non-discretionary basis and utilizes margin and options trading strategies.

Options & derivatives strategies Annuities Real estate investing
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Glenn D

CFP®, Series 63

Panama City Beach, FL

G&F Financial Services

Glenn Delman is a CFP® professional with 34 years of experience in financial advisory services. He is the sole advisor at G & F Financial Services in Panama City Beach, FL, where he has provided investment management and financial planning since 1991. Delman previously worked with American Investors Company from 1992 to 2018. G & F Financial Services advises individual clients on investment management, financial planning, and estate-planning matters without a stated account minimum. The firm employs a financial-planning process supported by Moneytree Software’s Total Planning Suite and uses various analysis techniques, including asset allocation and quantitative methods, typically favoring longer-term purchase strategies.

General estate planning guidance Cash flow / budgeting
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Michael G

ChFC®, Series 63, Series 65

Panama City, FL

22 Seven Wealth Management Inc

Michael Grant is a financial advisor at 22 Seven Wealth Management Inc. in Panama City, FL, with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at CUNA Mutual Group and Saxony Securities. Outside of advisory work, he is involved in a car rental business and provides consulting on electric vehicle charging installations. 22 Seven Wealth Management, Inc. offers financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charitable organizations. The firm creates customized portfolios based on client goals and risk tolerance, employing various investment strategies and managing accounts primarily on a discretionary basis.

General retirement planning Social Security optimization Wealth management
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John D

Series 63, Series 65

Inlet Beach, FL

Davenport PBH LLC

John Davenport Jr. is the sole advisor at Davenport PBH LLC, holding Series 63 and 65 licenses with six years of industry experience. His background includes roles at RBC Capital Markets and YieldStreet, as well as a period as a private investor and trader. Davenport PBH LLC operates a private investment fund serving a select group of investors through limited partnership interests. The firm employs a special-situations, value-oriented investment approach focused on mispriced and event-driven opportunities in publicly traded securities, with discretionary management by Davenport.

Active portfolio management Options & derivatives strategies
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Barry H

ChFC®, Series 63

Panama City Beach, FL

The Hatton Financial Group, LLC

Barry Hatton is a ChFC® credentialed financial advisor with 39 years of industry experience. He is the sole advisor at The Hatton Financial Group, LLC, an independent firm based in Panama City Beach, FL. Hatton has worked with Investors Security Co Inc since 2004 and has operated The Hatton Financial Group since 1984. The Hatton Financial Group provides financial planning services primarily to individual clients, focusing on comprehensive and limited-scope written plans with guidance on risk management, taxes, retirement, and estate planning. The firm does not sell securities or offer discretionary asset management, instead referring clients to third-party investment managers for implementation and managed asset services.

General retirement planning
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Jeremy S

Series 65

Panama City, FL

CPA Group Investment Management, LLC

Jeremy Senterfitt is a financial advisor at CPA Group Investment Management, LLC and holds a Series 65 designation. He has been with CPA Group Investment Management since 2025 and has prior experience at Tipton, Marler, Garner & Chastain, P.A., Panama Country Club, and the University of Florida. Outside of his advisory role, he is a managing member and equal owner of Senterfitt Lawn Care, LLC, a lawn care service business serving private residents and small businesses. CPA Group Investment Management, LLC is a fee-only registered investment advisor serving individual clients, including high-net-worth households. The firm focuses on long-term asset allocation using mutual funds, ETFs, and select individual securities, and provides discretionary portfolio management alongside comprehensive financial planning.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner
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