Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
13yrs
Devon Nick is a fiduciary financial advisor in Newport Beach, California, with 13 years in the industry. After a year at AWM Capital and 11 years at Bridge Advisory, Devon joined Beacon Pointe Advisors in 2024, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
Office24 Corporate Plaza Suite 150, Newport Beach, CA 92660
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm469
States licensed ?1 state
Services through Beacon Pointe Advisors
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowBeacon Pointe Advisors, LLCCurrent firm
- Jul 2021 – Feb 2022AWM Capital, LLCPreviously
- 2014 – 2024Bridge Advisory LLCPreviously
Questions to ask Devon
Tailored to Devon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Devon
How do I contact Devon?
Call Beacon Pointe Advisors at 949-718-1600 and ask for Devon Nick. Devon works from the Newport Beach, CA office.
How long has Devon been a financial advisor?
Devon has been in the industry since 2014, about 13 years. 13 years in the industry.
What licenses does Devon hold?
Series 66. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
Beacon Pointe Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Devon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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