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CFP
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CFP

Trevor Tillett

Strategic Advisers LLC
7 Years of Experience
Colorado Springs, CO
Broker
View SEC Summary
View SEC Summary

Trevor Tillett is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Colorado Springs, CO, with 7 years of industry experience. Trevor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

10855 Hidden Pool Heights, Suite 100, Colorado Springs, CO, 80908-5288

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Trevor is a partner in LLVN, LLC, a health and wellness start-up, since October 2023. He spends about 10-20% of his time on this venture.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
January 2023 - Present · 3 yrs 9 mos
Fidelity Brokerage Services LLCBroker
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
February 2023 - March 2025 · 2 yrs 1 mo
Focus Financial
August 2022 - December 2022 · 4 mos
Royal Alliance Associates, INC.Broker
January 2022 - December 2022 · 11 mos
Allianz Life Financial Services, LLCBroker
February 2019 - January 2022 · 2 yrs 11 mos
State Registrations28 states
AZCACOFLHIIAILKSMAMDMIMNMTNCNENMNVOHOKORRISDTNTXUTVAWAWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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