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Trevor Elijah Buggs

Advisor at Root Financial Partners — Casa Grande, AZ

Updated today

Credentials

CFP®, Series 66

Experience

4 years

Location

Casa Grande, AZ

Root Financial Partners logo

Root Financial Partners

Multi-team

Total advisors

64

Across 47 offices

Clients per advisor

13 Very Low

Avg AUM per client

$2,512,954 Very High

HNW client ratio

75% Very High

About

Trevor 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.

Client services

Based on Root Financial Partners

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Root Financial Partners

Long-term care insurance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement withdrawal strategies

Occupation focus

Based on Root Financial Partners

Founder/Business Owner Executive

Demographic focus

Based on Root Financial Partners

Mid-Career Professionals Established Professionals

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Fee options

Fixed

Fixed fees generally range between $2,000 and $65,000 for financial planning

Percentage

$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%

Project-based

$250 to $750 per hour for financial planning services

Subscriptions

Comprehensive financial planning as a standalone ongoing service under a monthly subscription model

Other

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

Location

See office

Casa Grande, AZ

Casa Grande AZ

Advisors at this office

1

Most active in

Arizona · Texas

Work history

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David W

Series 63, Series 65

Eloy, AZ

Secure Retirement Advisors, LLC

David Wilkins Sr. is a financial advisor at Secure Retirement Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Secure Retirement Advisors since 2011, following prior experience at Kalos Management. Outside of advising, he owns Cowboytown Arena, LLC and Cowboytown Farms, where he raises hay and breeds horses. Secure Retirement Advisors, LLC provides personalized financial planning and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers advice through written plans and consultations, referring clients to a third-party money manager for portfolio management rather than managing assets directly.

General retirement planning General tax planning
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Christian P

Series 63, Series 66

Maricopa, AZ

Life Planning Advisors LLC

Christian Price is a financial advisor at Life Planning Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Life Planning Advisors since 2017, following roles at Woodbury Financial Services and National Planning Corporation. Outside of finance, he owns and operates Odyssey Jewelers, a part-time private jewelry sales business. Life Planning Advisors serves individual, high-net-worth clients, and business entities by providing asset management, financial planning, and risk-management services. The firm emphasizes non-discretionary management with diversified, tax-efficient portfolios primarily composed of low-cost passive mutual funds and ETFs.

Options & derivatives strategies Passive / index investing Tax-loss harvesting Real estate investing
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Todd H

Series 66

Maricopa, AZ

Diversify Wealth Management, LLC

Todd Hills is a financial advisor at Diversify Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co., Edward Jones, and Bruce A Lefavi Securities, Inc. Outside of his advisory role, he is involved with Diversify Insurance, Inc., where he sells life insurance as part of client financial plans. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, offering portfolio management, financial planning, and consulting services tailored to clients’ objectives.

Private / alternative investments Options & derivatives strategies Active portfolio management Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals
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Sharyl S

Series 63, Series 65

Maricopa, AZ

Redhawk Wealth Advisors, Inc.

Sharyl Schultz is a financial advisor at Redhawk Wealth Advisors, Inc. with nine years of industry experience. She holds Series 63 and Series 65 designations. Schultz previously worked at HF Advisory Group, LLC and has longstanding involvement with Ace Tax & Financial, Inc. Outside of advisory roles, she has a 50% ownership in Home Buyers Inspections, Inc., a personal home inspection business. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, and charitable organizations. The firm employs strategic and tactical asset allocation across various asset classes and incorporates third-party input while maintaining discretionary authority over client accounts.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
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Joshua N

CFP®, Series 63, Series 65

Coolidge, AZ

J. W. Cole Advisors, Inc.

Joshua Nolan is a CFP® professional with three years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. Prior to his current role, he held positions at OneAmerica Securities, American United Life, and Axio Wealth Management. Outside of his advisory work, he is involved in managing accounting and payroll activities through a family-owned business entity. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a combination of fundamental and technical analysis alongside digital advice and multiple custodial platforms.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Keanelyn W

Series 63, Series 66

Arizona City, AZ

Empower Advisory Group

Keanelyn Waldriff is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations and has four years of industry experience. Prior to joining Empower Advisory Group in 2025, Waldriff worked at The Vanguard Group and LPL Financial, among other firms. She is also the owner of Cubbi LLC, a digital marketing service based in Arizona City. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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