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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-27-2025
- Office Locations
- 1
Office Locations
About Fallbrook FI
Fallbrook Fi is a fee-only, fiduciary CFP® practice helping high-earning families and growing professionals (often ages 30–50) get organized, clarify goals, and implement a clear plan. Services include holistic financial planning, investment strategy management, and support across employer benefits/401(k), cash flow and major purchases, plus tax and estate planning needs. Built around a 4-step process with hands-on implementation; supports Altruist custody.
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Investment Themes
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Owner & Executives
DEVIN PATRICK WATTS
Financial Planner
- CRD
- #7005109
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $786,036 | -- |
| Non-Discretionary | $0 | -- |
| Total | $786,036 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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