# Trevor Bruno

> Trevor Bruno is a fee-only financial advisor at ROI Financial Advisors in Beaverton, Oregon. Trevor charges a flat fee or retainer, hourly fees, a percentage of assets and a one-time planning fee (one-time plans from $600 and $250 an hour) and focuses on flat-fee planning, small business owners and estate & legacy planning.

Page: https://find.wellspent.co/advisors/trevor-bruno/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** ROI Financial Advisors
- **Based in:** Beaverton, Oregon
- **Fee model:** Flat fee or retainer; Hourly; Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $600; $250 an hour
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $264.2M across 1,518 accounts
- **Specialties:** Flat-fee planning, Small business owners, Estate & legacy planning
- **CRD:** 7300888 (https://adviserinfo.sec.gov/individual/summary/7300888)
- **SEC registration:** Investment adviser representative in OR, TX, WA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.roi-fa.com

## Frequently asked questions

### Is Trevor Bruno a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Trevor holds no broker registration, and ROI Financial Advisors 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 charges a flat fee or retainer, hourly fees, a percentage of assets and a one-time planning fee.

### How much does Trevor charge?

According to ROI Financial Advisors's website, checked October 30, 2026: one-time plans from $600; $250 an hour.

### Does Trevor work with clients virtually?

Yes. ROI Financial Advisors says on its website that it works with clients remotely.

### Where is Trevor Bruno based?

Trevor Bruno is based in Beaverton, Oregon.

### What does Trevor specialize in?

Trevor's specialties include flat-fee planning, small business owners and estate & legacy planning.

### Is Trevor Bruno registered with the SEC?

Yes. Trevor Bruno is registered as an investment adviser representative in OR, TX and WA (CRD 7300888), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ROI Financial Advisors manage?

ROI Financial Advisors reports $264.2M across 1,518 accounts in assets under management.

### How do I contact Trevor Bruno?

Through Trevor's website, www.roi-fa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7300888): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.roi-fa.com/): specialties, clients served, and fees, checked October 30, 2026

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