Trevore Meyer, CFP® Presence Financial

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About Trevore Meyer, CFP®

I aim to help you walk through your greatest life ambitions regardless of when they’re supposed to happen. We’ll work to breakdown what it entails, explore what’s likely to get in the way, and tackle the difficult discussions that need to happen.

As life continues to change, so do your plans. My goal is to build a great and lasting relationship so you always have someone to count on when you have that next crazy whirlwind of an idea and your spouse starts rolling their eyes.

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Ideal Clients

  • Christian Faith Based
  • Engineering Professionals
  • Gen Y/Millennials
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo + Initial Fee: $500
  • AUM: 1%

 

SEC Records

States Registered

  • Illinois

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