Advisor at Beaumont Financial Partners
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.
Location
Washington, DC
Credentials
Series 65
Industry experience
1 year
Trent Schneider is a financial advisor at Beaumont Financial Partners with one year of industry experience. He holds a Series 65 designation and has previously worked at The BAHA Financial Group and Medstar Health. Outside of finance, he is the co-founder and CEO of Good Vida Group, LLC, a company that sells a dietary supplement powdered drink mix. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing and offers tailored portfolio management supported by an Investment Committee and a network of affiliated solutions.
Based on Beaumont Financial Partners
Based on Beaumont Financial Partners
Fixed advisory fees determined annually as of January 1 and paid in equal quarterly installments; amount varies based on client agreement.
$0+: up to 1.00% annually for diversified accounts $0+: typically 0.50% annually for non-diversified accounts (e.g., bond ladder accounts)
Fees for additional financial planning and tax preparation services vary depending on complexity and time required; tax preparation also offered as standalone fee.
Account minimum: $250,000
Washington, DC
District of Columbia
Beaumont Financial Advisors, LLC
2025 - Present (1 year)
Medstar Health
2024 - Present (2 years)
The BAHA Financial Group
2023 - 2023 (1 year)
Good Vida Group, LLC
2022 - Present (4 years)
University of Texas Southwestern Medical School
2020 - 2024 (4 years)
Noom Inc
2019 - 2022 (3 years)
UNEMPLOYED
2019 - 2019 (1 year)
Princeton University
2015 - 2019 (4 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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.
Is not active or affiliated with:
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.
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