A complete list of active advisors currently associated with New Heights Planning

Warmer can help you find a great advisor at New Heights Planning or one who fits your needs even better.

New Heights Planning provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages roughly $73 million in discretionary assets across a small number of client relationships, reflecting a concentrated client roster rather than a broad retail base. The firm’s investment process combines Modern Portfolio Theory and fundamental analysis to build asset allocations and written investment policy statements that align with clients’ goals and risk tolerances. It frequently implements portfolios through selected independent managers, conducting due diligence and ongoing monitoring of those managers and acting as a fiduciary when advising retirement accounts. Noteworthy aspects include the relatively high assets-per-client profile compared with many independent advisers and the inclusion of an initial comprehensive financial plan within the advisory engagement without a separate planning fee. The firm does not aggregate client trades into block orders, does not take custody of client assets, and relies on major custodians (including Charles Schwab and Fidelity) for execution while receiving custodial research and services that can create soft-dollar considerations.

To learn more about the advisors currently working at New Heights Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Trevor Winter	Houston, TX	5

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