Trent Porter is a CFP-designated registered investment advisor at Priority Financial Partners, based in Durango, CO, with 16 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 84 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.40% |
| $750K - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
A minimum annual advisory fee of $10,500 ($875 per month) applies to all client relationships. The client fee will not exceed 2% of the client’s assets under management. All fees are negotiable.
Fee Estimator
Contact
Trent Porter
Location
143 E 10th Street, Durango, CO, 81301
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Priority Financial Partners
Previous Registrations
Priority Financial Planning, LLC
Veritat Advisors
J.F. Williams CO., INC.
Priority Financial Planning, LLC
Priority Financial Planning, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
After seeing how numerous family and friends were being exploited by so-called “financial advisors,” Trent Porter wanted to offer trust worthy financial services that truly focused on clients’ needs. With this goal in mind, he founded Priority Financial Planning, LLC in 2006. Trent is uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®) and a certified life coach, he combines all three to manage his clients' financial futures, enabling them to focus on what's really important in life.