TrentWhite- Financial Advisor Scottsdale, AZ

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About Trent White

Get personalized, tax-focused financial planning in-person or from the convenience of your home.

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General Information

CRD#

5592136

Firm CRD#

326261

States Licensed in

All (SEC)

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

Spanish, Portuguese

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting, Tax Advice and Services

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, JD

Securities Licenses

Series 65, Series 7, Series 63

Firm Information

Assets Managed by Advisor

$100,000,000.00

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Fee % Based on Assets

.25%

Minimum Fee Charged for Managed Accounts

$2500

Education

Juris Doctor - Law

J. Reuben Clark Law School (Brigham Young University)
2011 -2014

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891536/paladinregistry-Luminvest-Wealth-Management-detailed-disclosure.html

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Paladin Research Report For:

Trent White

Luminvest Wealth Management