Trevin Harris
Avondale Wealth Advisors · West Lake Hills, Texas
Trevin Harris is a fee-only financial advisor at Avondale Wealth Advisors in West Lake Hills, Texas. Trevin focuses on family wealth transfer, estate & legacy planning and tax planning. Avondale Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Trevin →
Specialties
Who they serve
- Multi-generational families
- Founders
- Executives
- High earners
Facts
| Firm | Avondale Wealth Advisors |
|---|---|
| Based in | West Lake Hills, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $326.7M across 610 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7973237 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | avondalewealth.com |
| Profile |
How Trevin's firm compares
- Avondale Wealth Advisors's average account is about $536,000, from its Form ADV (assets managed divided by 610 accounts).
Request an introduction to Trevin
Tell Trevin a little about what you're looking for. Trevin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Trevin
Is Trevin Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trevin holds no broker registration, and Avondale Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Trevin charge for financial advice?
Trevin's firm, Avondale Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Trevin Harris based?
Trevin Harris is based in West Lake Hills, Texas.
What does Trevin specialize in?
Trevin's specialties include family wealth transfer, estate & legacy planning and tax planning. Trevin works with multi-generational families, founders, executives and high earners.
Is Trevin Harris registered with the SEC?
Yes. Trevin Harris is registered as an investment adviser representative in TX (CRD 7973237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Avondale Wealth Advisors manage?
Avondale Wealth Advisors reports $326.7M across 610 accounts in assets under management.
How do I contact Trevin Harris?
Through Trevin's website, avondalewealth.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
- Avondale Wealth Advisors 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.
See something wrong? Request a correction. Read our methodology.