Trevor Harris is a CFP-designated registered investment advisor at Sonas Financial Group, INC., based in Kansas City, MO, with 16 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 106 clients with $130M 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 determined at engagement for assets over $5,000,000. The rate of 0.5% was used for the schedule.
Fee Estimator
Location
9229 Ward Parkway, Suite 300, Kansas City, MO, 64114
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
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.