Advisor at Trew Advisors, 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
Trew Advisors, LLC
Location
Rapid City, SD
Credentials
CFP®, Series 66
Industry experience
17 years
Justin Mcneal is a Certified Financial Planner® with 17 years of industry experience. He is the principal advisor at Trew Advisors, LLC in Rapid City, SD, where he has worked since 2018. His prior experience includes roles at Hornor Townsend & Kent, Inc. and operating Trew Business Solutions, LLC. Mcneal is also involved in insurance sales and service through Trew Financial and Benefits Group. Trew Advisors LLC provides fee-based financial planning and investment advisory services to individuals and a variety of institutional clients, including corporations and pension plans. The firm offers discretionary portfolio management, hourly financial planning, and retirement plan advisory services, utilizing third-party platforms and model portfolios to deliver tailored investment solutions.
Based on Trew Advisors, LLC
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
$300 per hour for financial planning and consulting services
Account minimum: $25,000 Minimum fee: $15 quarterly technology service fee per account or investment strategy for Third Party Manager services; $350 or $200 minimum annual custodial fees for certain Brinker strategies for smaller accounts
Rapid City, SD
California · Hawaii · South Dakota · Texas
Trew Advisors Llc
2018 - Present (8 years)
Trew Business Solutions, LLC
2016 - Present (10 years)
Hornor Townsend & Kent, Inc.
2014 - 2017 (3 years)
Trew Financial And Benefits Group
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Rapid City, SD
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