Advisor at Trevián Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Trevián Wealth Management, LLC
Location
Boca Raton, FL
Credentials
Series 65
Industry experience
3 years
Daniel Hession III is a financial advisor at Trevián Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Gelber Group, an algo trading startup, Convergex, and Thompson Wealth Management. Outside of his advisory role, he owns Vydion LLC, a consulting firm providing business operations and strategy services. Trevián Wealth Management serves individuals, high-net-worth clients, businesses, and pension plans, managing approximately $549.9 million on a discretionary basis. The firm focuses on long-term asset allocation, low-cost investments, and customized portfolios that may include ETFs, mutual funds, derivatives, and private investments, and is notable for its involvement with private pooled vehicles and direct private-fund adviser activity.
Based on Trevián Wealth Management, LLC
Based on Trevián Wealth Management, LLC
Affiliated consulting firm paid fixed annual fee if clients elect to use it; Trevian Cash service charges $5,000 initial onboarding fee plus 3 basis points per month
$0 - $3,000,000: 1.20% $3,000,001 - $6,000,000: 1.00% $6,000,001 - $20,000,000: 0.70% $20,000,001+: 0.50%
Account minimum: $2,000,000 Minimum fee: Typically $24,000 annual minimum fee, which can be waived or modified at the firm's sole discretion
Boca Raton, FL
California · Florida · Massachusetts · New Hampshire · New York · Texas
Trevian Wealth Management
2022 - Present (4 years)
Gelber Group
2020 - 2022 (2 years)
Algo Trading Startup
2018 - 2020 (2 years)
Convergex (Acquired by Cowen)
2017 - 2017 (1 year)
Thompson Wealth Management
2016 - 2016 (1 year)
Carnegie Mellon University
2014 - 2018 (4 years)
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Is active or affiliated with:
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Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Verified by Warmer
CFP®
Boca Raton, FL
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With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
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