Troy Erwin is a registered investment advisor at Thrive Wise Wealth, based in Henderson, NV, with 7 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.36% |
Fee schedule is negotiable.
Fee Estimator
Location
701 N. Green Valley Parkway, Suite 200, Henderson, NV, 89074
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 Activities
Troy is a sole proprietor of Thrive Wise Tax, preparing individual tax returns since 2018. This activity, which is not investment-related, takes about 10-20% of his time.
Employment History
Current Registrations
Thrive Wise Wealth
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.