Trew Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,450,000
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
26
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$1,171,154
About
Trew Advisors LLC provides fee‑based financial planning and investment advisory services to individuals and a range of institutional clients, including corporations, pension and profit‑sharing plans, trusts, estates and other business entities. The brochure describes discretionary portfolio management, hourly financial planning and consulting, and retirement plan advisory work as core offerings.
The firm implements discretionary asset management through third‑party platforms and model portfolios (including SEI and AssetMark solutions) and refers some accounts to third‑party managers while maintaining ongoing advisory and client liaison responsibilities. For retirement plans, Trew typically acts as a limited‑scope ERISA 3(21) advisor, assisting with investment policy development, qualified default investment alternatives, monitoring of plan options and participant education, while financial planning engagements are billed hourly.
Noteworthy aspects called out in the brochure include a disclosed affiliation between the firm’s managing member and insurance‑selling entities and an active licensed insurance practice that may present conflicts of interest when insurance is recommended; the firm states it mitigates those conflicts through disclosure and fiduciary procedures. Also atypical for a firm of this scale, Trew explicitly serves corporate and pension clients, offers free public seminars and workshops, and leverages institutional managed‑account programs (SEI, Brinker, AssetMark, Gradient) to deliver model and third‑party manager solutions.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Fee options
$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
Most active in
Trew Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Hawaii · South Dakota · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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