# Trent Porter

> Trent Porter is a fee-only financial advisor at Priority Financial Partners in Denver, Colorado, who holds the CFP, CPA and MAcc credentials. Trent charges a percentage of assets and a one-time planning fee (one-time plans from $2,500 and 1.4% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/trent-porter/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Priority Financial Partners
- **Based in:** Denver, Colorado
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $2,500; 1.4% a year on the first tier of assets managed; typically works with clients with $750,000 or more
- **Assets under management (firm):** $100.7M across 369 accounts
- **Credentials:** CFP, CPA, MAcc
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees
- **CRD:** 5273644 (https://adviserinfo.sec.gov/individual/summary/5273644)
- **SEC registration:** Investment adviser representative in CO, IA, KS
- **Exams passed:** Series 65 (2006)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://priorityfp.com

## Frequently asked questions

### Is Trent Porter a fee-only financial advisor?

Yes. Trent Porter is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Trent's firm.

### How does Trent charge for financial advice?

Trent charges a percentage of assets and a one-time planning fee.

### How much does Trent charge?

According to Priority Financial Partners's website, checked October 28, 2026: one-time plans from $2,500; 1.4% a year on the first tier of assets managed; typically works with clients with $750,000 or more.

### Where is Trent Porter based?

Trent Porter is based in Denver, Colorado.

### What does Trent specialize in?

Trent's specialties include retirement planning, tax planning and estate & legacy planning. Trent works with pre-retirees.

### What credentials does Trent Porter hold?

Trent Porter holds the CFP, CPA and MAcc credentials.

### Is Trent Porter registered with the SEC?

Yes. Trent Porter is registered as an investment adviser representative in CO, IA and KS (CRD 5273644), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Priority Financial Partners manage?

Priority Financial Partners reports $100.7M across 369 accounts in assets under management.

### How do I contact Trent Porter?

Through Trent's website, priorityfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5524): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.priorityfp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.