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.
Get personalized, tax-focused financial planning in-person or from the convenience of your home.
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 |
Services |
| 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 |
Education |
| Juris Doctor - Law | J. Reuben Clark Law School (Brigham Young University)
- Provo, UT 2011-2014 |
Disclosures |
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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. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| 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 |
| All areas. I have clients all over the country. |
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