Trent Stirling is a registered investment advisor at F2f Retirement, LLC, based in Grantsville, UT, with 11 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 351 clients with $37M 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K+ | 1.50% |
Management fee may be negotiable to compete with other advisory companies and offers discounts to select friends, employees, and family.
Fee Estimator
Location
Grantsville, UT
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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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Trent is a seminary teacher for the LDS Church, dedicating full-time hours to teaching high school students about religion. He also works as an independent real estate agent, spending minimal time selling properties.
Employment History
Current Registrations
F2f Retirement, LLC
State Registrations1 state
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