Trevor Shultz
Trevor Shultz is a registered investment advisor at Clarity Financial Advisors LLC, based in St. Petersburg, FL, with 7 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 862 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clarity Financial charges an annual fee based on a percentage of your portfolio. This fee includes Clarity Financial's advisory fee (up to 1.65%, which is negotiable) and a sub-adviser fee if the Altruist Model Marketplace platform is used. The Altruist fee is not negotiable and varies depending on the strategies selected. The total fee covers investment management, administration, and trading costs. Fees are paid monthly in advance, based on the value of your portfolio at the end of the prior month.
Location
St. Petersburg, FL
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Trevor is involved in insurance sales and works as an outsourced chief investment officer for Elevation Wealth Partners, LLC since 2023. Insurance sales take about 10% of Trevor's time.
Employment History
Current Registrations
Clarity Financial Advisors LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, 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.