Trent O'Neal
Wayfinding Financial · Lynnwood, Washington
Trent O'Neal is a fee-only financial advisor at Wayfinding Financial in Lynnwood, Washington. Trent focuses on student loans and estate & legacy planning. Wayfinding Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wayfinding Financial |
|---|---|
| Based in | Lynnwood, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $353.5M across 925 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 5633010 |
| Exams passed | Series 66 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wayfindingfinancial.com |
| Profile |
How Trent's firm compares
- Wayfinding Financial's average account is about $382,000, from its Form ADV (assets managed divided by 925 accounts).
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Questions about Trent
Is Trent O'Neal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trent holds no broker registration, and Wayfinding Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Trent charge for financial advice?
Trent's firm, Wayfinding Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Trent O'Neal based?
Trent O'Neal is based in Lynnwood, Washington.
What does Trent specialize in?
Trent's specialties include student loans and estate & legacy planning.
Is Trent O'Neal registered with the SEC?
Yes. Trent O'Neal is registered as an investment adviser representative in TX and WA (CRD 5633010), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wayfinding Financial manage?
Wayfinding Financial reports $353.5M across 925 accounts in assets under management.
How do I contact Trent O'Neal?
Through Trent's website, www.wayfindingfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wayfinding Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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