Trevor Wardlaw
Trevor Wardlaw is a registered investment advisor at Wardlaw Wealth Management LLC, based in Waco, TX, with 28 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 103 clients with $76M 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 $100K | 1.15% |
| $100K - $500K | 0.90% |
| $500K - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Location
200 W. Highway 6, No.614, Waco, TX, 76712
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 →Other Business ActivitiesSells Insurance
Trevor is an independent insurance agent, though he hasn't actively marketed or sold fixed insurance products in the past year, dedicating minimal time to this. He is also an author/publisher, spending a few hours per week on this activity, and a minority owner in an insurance claims adjusting business with no reported activities, and owns a rental cabin.
Employment History
Current Registrations
Wardlaw Wealth Management LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Brookstreet Securities CorporationBroker
Brookstreet Capital Management
A. G. Edwards & Sons, INC.Broker
Sunamerica Securities, INC.Broker
Franklin Financial Services CorporationBroker
State Registrations1 state
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.