A complete list of active advisors currently associated with Trevan Financial

Warmer can help you find a great advisor at Trevan Financial or one who fits your needs even better.

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.

To learn more about the advisors currently working at Trevan Financial, 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
Christopher Hanson	Superior, CO	14

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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