Trevor Harris is a CFP-designated registered investment advisor at Sonas Financial Group, INC., based in Kansas City, MO, with 17 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 105 clients with $150M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable. For amounts over $5,000,000, the fee is determined at engagement. Related accounts may be combined for householding purposes.
Fee Estimator
Location
9229 Ward Parkway, Suite 300, Kansas City, MO, 64114
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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
Trevor is the president of Oak Grove Rental, an equipment rental store, since 2000. He spends about 10-20% of his time on strategic planning and bookkeeping after market hours.
Employment History
Current Registrations
Sonas Financial Group, INC.
Previous Registrations
Bok Financial Advisors
Waddell & Reed, INC.
State Registrations2 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
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