Nectarine
8yrs
8 years in the industry
Fallbrook FI
Location not listed. Legal name: Fallbrook FI LLC
About the firm
A registered investment advisory firm. It manages about $786,036 for roughly 11 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$71,458
Assets under management ?$786,036
Individual clients11
Median years of experience–
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Advisors at Fallbrook FI
These advisors list Fallbrook FI as a current employer in their career history. Their main registration is with another firm, shown on each card.
1Advisors
–Median years of experience
1States with offices
–Offices
Also known as
Watts, Devin P · Fallbrook FI LLC
About Fallbrook FI
How do I contact Fallbrook FI?
Call the main office at (559) 776-8656. The main office is at , .
How is Fallbrook FI paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Fallbrook FI offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions.
How many advisors work at Fallbrook FI?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.