Trevor Thompson is a CFP-designated registered investment advisor at Cpc Advisors, LLC, based in Atlanta, GA, with 19 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,224 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPC Advisors' portfolio management fees are individually tailored and do not exceed 1.75% annually. The fees depend on the complexity of the portfolio, assets managed, and other factors. Clients participating in the Ambassador Program pay a wrap fee that includes management, transaction, and custodial costs. Clients may be entitled to discounted asset-based fees if they maintain one or more eligible Related Accounts. The specific fee schedule will be outlined in the advisory agreement.
Location
1475 Peachtree St. Ne, Suite 750, Atlanta, GA, 30309
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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.
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Trevor works as a financial planner for Consolidated Planning Corporation, both as an independent RIA and in a support role. These activities take about half of his time.
Employment History
Current Registrations
Cpc Advisors, LLC
Raymond James Financial Services, INC.Broker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.
Gv Financial Advisors, INC.
Gv Financial Advisors, INC.
Securian Financial Services, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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.