Devin Choules is a registered investment advisor at Triad Wealth Partners, LLC, based in Clearfield, UT, with 7 years of industry experience. Devin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,380 clients with $420M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Triad Wealth charges a negotiable hourly or flat fee for financial planning and consulting services. The specific rate depends on the complexity, time, research, and resources required. Fees are typically invoiced quarterly or monthly in arrears.
Location
49 W 300 N, Clearfield, UT, 84015
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Regulatory 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 ActivitiesSells Insurance
Devin sells and services insurance products, including life insurance, annuities, disability income, and long-term care, for multiple carriers through Choules Financial, dedicating about a quarter of his time. Devin also owns The Slice, handling payroll and taxes for about an hour per month, and is an Investment Advisor Representative for Gibbs Wealth Management, LLC, spending about 10% of his time on this activity.
Employment History
Current Registrations
Triad Wealth Partners, LLC
Previous Registrations
Visionary Wealth Management, LLC
Gibbs Wealth Management, LLC
Coppell Advisory Solutions LLC
State Registrations1 state
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