Trevan Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trevian Financial offers wealth management and financial planning to individuals, high-net-worth clients, families, and small businesses, providing ongoing investment management as well as one-time or limited-scope plans. Services described include asset allocation and portfolio construction across stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, plus retirement, estate, tax, insurance, and business-planning advice.
The firm’s stated investment approach relies on Modern Portfolio Theory and combines passive and active strategies, using FI360 for mutual fund and ETF due diligence and seeking to manage client accounts on a discretionary basis through the Altruist custody and technology platform. In addition to an asset-based advisory schedule, Trevian Financial offers fixed-fee limited-scope plans and hourly analysis services ($150/hour), giving clients multiple engagement options.
Notable for an initial ADV filing reporting no assets under management, the brochure nonetheless presents a full operational model with written processes for trading authority, quarterly account reviews, and third‑party custodial arrangements. The advisory materials emphasize services for business owners (employee benefits optimization and business planning), retirement-plan and municipal-securities considerations, and a formalized fee and custody framework—features that suggest capabilities beyond a narrow retail-only practice despite the firm’s newly registered status.
Client services
Expertise
Fee options
Fixed fee for limited scope financial planning. Fee depends on client needs and complexity, specifics provided in Advisory Contract.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.80%
$150 per hour for financial analysis services.
Fee-only: Fees are paid directly from client accounts or by ACH, check, or other approved payment methods. No commissions or sales-related compensation.
Main office
Superior CO
Advisors at this office
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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