Trevor Bakir
TNT Asset Management · Round Rock, Texas
Trevor Bakir is a fee-only financial advisor at TNT Asset Management in Round Rock, Texas, who holds the CFP credential. TNT Asset Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Trevor →
Facts
| Firm | TNT Asset Management |
|---|---|
| Based in | Round Rock, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $174.9M across 506 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5683075 |
| Exams passed | Series 65 (2017) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.tntfinancial.com |
How Trevor's firm compares
- TNT Asset Management's average account is about $346,000, from its Form ADV (assets managed divided by 506 accounts).
Request an introduction to Trevor
Tell Trevor a little about what you're looking for. Trevor 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 Trevor
Is Trevor Bakir a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trevor holds no broker registration, and TNT Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Trevor charge for financial advice?
Trevor's firm, TNT Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Trevor Bakir based?
Trevor Bakir is based in Round Rock, Texas.
What credentials does Trevor Bakir hold?
Trevor Bakir holds the CFP credential.
Is Trevor Bakir registered with the SEC?
Yes. Trevor Bakir is registered as an investment adviser representative in TX (CRD 5683075), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TNT Asset Management manage?
TNT Asset Management reports $174.9M across 506 accounts in assets under management.
How do I contact Trevor Bakir?
Through Trevor's website, www.tntfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Round Rock
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
- 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.