John Devaney is a registered investment advisor at Rwa Advisors, based in Boca Raton, FL, with 8 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 196 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RWA Advisors charges a percentage of the assets they manage. The maximum annual fee is 2.75%. Accounts with over $5,000,000 may have a custom fee schedule. Fees are negotiable and exclusive of transaction-related fees. Fees are collected quarterly or monthly.
Location
1200 N. Federal Highway, Suite 200, Boca Raton, FL, 33432
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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 Activities
John sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc.
Employment History
Current Registrations
Rwa Advisors
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.