Trent Porter
Priority Financial Partners · Denver, Colorado
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.
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Specialties
Who they serve
- Pre-retirees
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 | $100.7M across 369 accounts |
| Credentials | CFP · CPA · MAcc |
| SEC registration | Investment adviser representative in CO, IA, KS · CRD 5273644 |
| Exams passed | Series 65 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | priorityfp.com |
| Profile |
How Trent's firm compares
- A one-time plan starts at $2,500, in line with the Colorado median of $2,500 for fee-only firms that publish prices.
- Priority Financial Partners's average account is about $273,000, from its Form ADV (assets managed divided by 369 accounts).
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Questions about Trent
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Priority Financial Partners website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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