VETTED

Trent White

CFP^®, JD

Tel: 480-702-1143 5118 North Granite Reef Road Scottsdale, AZ 85250

Independent, Comprehensive Wealth Planning

About Trent White

Trent began investing in stocks at the age of 12 and is passionate about helping his clients have peace of mind, optimizing returns while minimizing risk, fees, and taxes. His background includes experience as a life insurance agent, tax preparer, and financial advisor with over a decade working with high net worth and ultra high net worth households. He credits his law degree to helping him develop critical thinking skills that he employs regularly to the benefit of his clients. He is enthusiastic about serving clients as an independent advisor because it removes any loyalties or incentives that would conflict with his fiduciary duty to his clients.

About Luminvest Wealth Management

Get personalized, tax-focused financial planning in-person or from the convenience of your home.

See Disclosures

General Information

No. of Employees:

2-4 Employees

Name of Custodial Firm:

Schwab, Altruist

States Licensed in:

All (SEC)

Communities served:

All areas. I have clients all over the country.

Number of Years with Current Firm:

Work with the following types of clients:

Non-Profit Organizations, Individual Investors

Foreign Languages Serviced:

Spanish, Portuguese

Advisory Services Provided:

401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Advice & Consulting, Wealth Management

Services

Investment Types:

Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Email, Phone, Our Office, Your Home, Your Office, Video Conference

Compensation and Fees

Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Based on Assets

Fee % Based on Assets:

.25%

Minimum Fee Charged for Managed Accounts:

$2500

Firm Information

Assets Managed by Firm:

$315,000,000

Total Assets Under Management by Advisor:

$100,000,000.00

Preferred meeting methods

I provide a free initial consultation:

Yes

Education

Juris Doctor - Law:

J. Reuben Clark Law School (Brigham Young University) - Provo, UT

2011 - 2014

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1891536/wiseradvisor-luminvest-wealth-management-detailed-disclosure.html

15 Years of Experience

CRD# 5592136 Firm CRD# 326261Series: 65, 7, 63

Compliance

Registered Investment AdvisorYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Office Hours

Monday8:00 AM - 5:00 PM