A complete list of active advisors currently associated with Trew Advisors, LLC

Warmer can help you find a great advisor at Trew Advisors, LLC or one who fits your needs even better.

Trew Advisors LLC provides fee‑based financial planning and investment advisory services to individuals and a range of institutional clients, including corporations, pension and profit‑sharing plans, trusts, estates and other business entities. The brochure describes discretionary portfolio management, hourly financial planning and consulting, and retirement plan advisory work as core offerings. The firm implements discretionary asset management through third‑party platforms and model portfolios (including SEI and AssetMark solutions) and refers some accounts to third‑party managers while maintaining ongoing advisory and client liaison responsibilities. For retirement plans, Trew typically acts as a limited‑scope ERISA 3(21) advisor, assisting with investment policy development, qualified default investment alternatives, monitoring of plan options and participant education, while financial planning engagements are billed hourly. Noteworthy aspects called out in the brochure include a disclosed affiliation between the firm’s managing member and insurance‑selling entities and an active licensed insurance practice that may present conflicts of interest when insurance is recommended; the firm states it mitigates those conflicts through disclosure and fiduciary procedures. Also atypical for a firm of this scale, Trew explicitly serves corporate and pension clients, offers free public seminars and workshops, and leverages institutional managed‑account programs (SEI, Brinker, AssetMark, Gradient) to deliver model and third‑party manager solutions.

To learn more about the advisors currently working at Trew Advisors, LLC, 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.