Trevor Bruno
ROI Financial Advisors · Beaverton, Oregon
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.
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Specialties
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 |
| Accepting new clients | Yes |
| Assets under management | $264.2M across 1,518 accounts |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 7300888 |
| Exams passed | Series 65 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.roi-fa.com |
| Profile |
How Trevor's firm compares
- A one-time plan starts at $600, below the Oregon median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $250, below the US median of $300 for fee-only firms that publish prices.
- ROI Financial Advisors's average account is about $174,000, from its Form ADV (assets managed divided by 1,518 accounts).
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Questions about Trevor
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.
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
- ROI Financial 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.
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