DeVore Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm advises individuals, high-net-worth individuals, trusts, and estates and offers discretionary investment management alongside financial planning and consulting, including retirement account rollovers and occasional implementation of fee-based annuities or retention of legacy positions. Portfolios are constructed from diversified mutual funds, ETFs, individual stocks and bonds and the firm provides ongoing supervision, periodic rebalancing, and written financial plans when engaged.
The investment approach is evidence-based and grounded in Modern Portfolio Theory and Fama-French research, with implementation that draws on Dimensional Fund Advisors’ model research to create factor-driven, globally diversified portfolios. The firm emphasizes long-term ownership, systematic rebalancing and tax-efficiency (including tax-loss harvesting), and incorporates proprietary quantitative algorithms for trade execution and portfolio implementation when appropriate.
Noteworthy features for a small, two-advisor firm managing $51,071,683 for roughly 40 clients include the explicit use of institutional-style Dimensional models combined with the firm’s own algorithmic methods — an uncommon combination at this scale. The firm discloses that one principal is a licensed insurance professional who may earn commissions on insurance sales and another principal maintains full-time law enforcement employment; these outside activities and personal trading are addressed through written policies, custodial arrangements and supervisory controls.
Client services
Expertise
Fee options
Fixed financial planning fees with a minimum of $2,500
$0 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Up to $250 per hour for financial planning services
Minimum fee: Minimum fixed fee of $2,500 for financial planning engagements Fee-only: Investment management and financial planning fees; no commissions on securities transactions
Main office
Escondido CA
Advisors at this office
2
Most active in
California
Also doing business as
Devore Financial Advisors · Devore Financial Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Brenton D
ChFC®, Series 65, Series 66
Escondido, CA
DeVore Financial Advisors LLC
Brenton Devore is a financial advisor with DeVore Financial Advisors LLC in Escondido, CA, holding the ChFC® designation and Series 65 and 66 licenses. He has 20 years of industry experience, including prior roles at Index Fund Advisors, Check Capital Management, and Charles Schwab. In addition to his financial advisory work, he has served as a full-time police officer and sergeant with the City of San Diego since 2009. DeVore Financial Advisors LLC serves individuals, high-net-worth clients, trusts, and estates with discretionary investment management and financial planning. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and Fama-French research, utilizing Dimensional Fund Advisors’ models combined with proprietary quantitative algorithms for portfolio implementation.
Laura D
Series 63, Series 66
Escondido, CA
DeVore Financial Advisors LLC
Laura Devore is a financial advisor at DeVore Financial Advisors LLC with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Apriem Advisors and Fidelity Brokerage Services, LLC. She is also an independent insurance agent for Apriem Insurance Services. DeVore Financial Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm combines discretionary portfolio management and written financial plans with algorithm-driven strategies and an automated platform to deliver personalized investment solutions.
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