Trevor Elijah Buggs
Advisor at Root Financial Partners — Casa Grande, AZ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
4 years
Location
Casa Grande, AZ
Root Financial Partners
Multi-team
Clients per advisor
13 Very LowAvg AUM per client
$2,512,954 Very HighHNW client ratio
75% Very HighTrevor Buggs is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Root Financial Partners. His prior experience includes roles at Bank of America and Merrill. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives, risk tolerance, and tax considerations, and offers educational programming alongside its advisory services.
Based on Root Financial Partners
Based on Root Financial Partners
Based on Root Financial Partners
Fixed fees generally range between $2,000 and $65,000 for financial planning
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.40% $25,000,001 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.25% $100,000,001+: 0.20%
$250 to $750 per hour for financial planning services
Comprehensive financial planning as a standalone ongoing service under a monthly subscription model
Account minimum: $10,000 Minimum fee: Minimum annual advisory fee of $10,000, prorated monthly or invoiced quarterly Fee-only: Financial planning fees offered as fixed fees between $2,000 and $65,000, or hourly fees $250 to $750 per hour
Casa Grande, AZ
Casa Grande AZ
Advisors at this office
1
Arizona · Texas
4 years of industry experience
Root Financial Partners
2025 - Present • 1 year
Encinitas, CA
Bank Of America, N.a.
2022 - 2025 • 3 years
Chandler, AZ
Merrill
2021 - 2025 • 4 years
Chandler, AZ
Greene Finney LLP
2020 - 2021 • 1 year
Mauldin, SC
Fortis Riders
2019 - 2020 • 1 year
Accounting Intern, SC
North Greenville University
2019 - 2020 • 1 year
Tigerville, SC
Kelly Services
2019 - 2019 • 1 year
Greenville, SC
Aramark
2017 - 2019 • 2 years
Philadelphia, PA
North Greenville University
2017 - 2020 • 3 years
Tigerville, SC
LMT Real Estate
2016 - 2017 • 1 year
Blue Bell, PA
Rockland Immunochemicals
2016 - 2017 • 1 year
Pottstown, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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