Trent Porter, CFP®, CPA Priority Financial Partners

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About Trent Porter, CFP®, CPA

After seeing how numerous family and friends were being exploited by so-called “financial advisors,” Trent Porter wanted to offer trust worthy financial services that truly focused on clients’ needs. With this goal in mind, he founded Priority Financial Partners.

Trent is uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®) and a certified life coach, he combines all three to manage his clients’ financial futures, enabling them to focus on what’s really important in life.

Previously as a director and CCO of nationally recognized Veritat Advisors, Trent worked closely with co-founder and Wharton professor Kent Smetters to successfully launch a fee-only financial planning platform that erased commission-based bias and put clients’ interests first, an effort that was praised by the Wall Street Journal.

From regular features in the Wall Street Journal to guest hosting the “Your Money” show on SiruisXM radio, media outlets frequently reach out to Trent for his extensive industry insight and expertise in personal finance.

 

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Ideal Clients

  • Gen X
  • Income Planning
  • Offers Free Assistance to Furloughed Government Workers
  • Socially Responsible Investing (SRI)
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+ / mo
  • Hourly Fee: $200-300 / hr
  • Flat Fee: $1,500+ for a comprehensive plan
  • AUM: .9% (includes investment management and planning fee)

SEC Records

States Registered

  • Colorado
  • Utah

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