Vetted Advisor's Table

Trent White, JD, CFP®
Omnia Wealth Management

Tel: 480-702-1143
5118 North Granite Reef Road
Scottsdale, AZ 85250
Omnia Wealth Management | Financial Advisor in Scottsdale ,AZ

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 Omnia Wealth Management

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

See Disclosures

Talk to an Advisor and GET ANSWERS »

General Information

States Licensed in:   All (SEC)
Number of Years with Current Firm:   1
Work with the following types of clients:   Non-Profit Organizations, Individual Investors
Foreign Languages Serviced:   Spanish, Portuguese
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Insurance Products & Annuities


Investment Types:   Mutual Funds, Bonds, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Phone, Your Office, Email, Video Conference

Firm Information

Assets Managed by Advisor:   $100,000,000.00

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


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


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



Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 10:00 AM - 6:00 PM
Tue. 10:00 AM - 6:00 PM
Wed. 10:00 AM - 3:00 PM
Thu. 10:00 AM - 3:00 PM

Communities Served

All areas. I have clients all over the country.

Nearby Financial Advisors View All Financial Advisors In Arizona