Trevor
Seamons
Trellis Advisors, LLC
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About this Advisor
Trevor Seamons is a certified financial planner based in Ellensburg, Washington who has 16 years of relevant experience. Seamons is an advisor for Trellis Advisors, LLC. Their career trajectory has included roles at Trellis Advisors, LLC. Seamons maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Washington. Trellis Advisors, LLC is an advisory company based in Ellensburg, WA. It has a total of 15 advisors. It has $430 million in assets under management between its 1,292 accounts, making it one of the larger firms in the nation by assets under management. The firm advises one charities and foundations. Of its 1,292 customer accounts, 50% belong to high-net-worth investors who have at least $1 million in investable assets. Trellis Advisors, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely are based on which service is offered. Fees charged by Trellis Advisors, LLC likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trellis Advisors, LLC Brokerage Details
$429,678,907
15
1,292
$332,569
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Trevor Seamons Work History
Trevor has been registered as a financial advisor for 16 years.*
Trellis Advisors, LLC
Trellis Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Trevor Seamons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trellis Advisors, LLC
Ellensburg, WA
Ellensburg, WA
Ellensburg, WA
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
