Trevin Kent
Trevin Kent is a CFP-designated registered investment advisor at Thepartners Wealth Management, based in Carmel By the Sea, CA, with 12 years of industry experience. Trevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,276 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.
Location
Nw Corner Ocean Avenue and Mission Street, Second Level, Carmel By the Sea, CA, 93921
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Trevin is the President of Central Coast Financial Management, Inc. and an agent with Highland Capital Brokerage, where he researches and facilitates client investments into life insurance and fixed annuity products. He also serves as Treasurer and bookkeeper for Monterey Dental Contours, a family-owned dental practice, dedicating about 10-20% of his time.
Employment History
Current Registrations
Thepartners Wealth Management
Previous Registrations
Thepartners Wealth Management
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
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.