Trevor Bryant
Westshore Wealth · Dallas, Texas
Trevor Bryant is a fee-only financial advisor at Westshore Wealth in Dallas, Texas, who holds the CFP and CFA credentials. Trevor focuses on estate & legacy planning, tax planning and retirement planning. Westshore Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Westshore Wealth |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $662.4M across 848 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX · CRD 5240858 |
| Exams passed | Series 63 (2007) · Series 66 (2009) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.westshorewealth.com |
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Questions about Trevor
Is Trevor Bryant a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trevor holds no broker registration, and Westshore Wealth 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, Westshore Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Trevor Bryant based?
Trevor Bryant is based in Dallas, Texas.
What does Trevor specialize in?
Trevor's specialties include estate & legacy planning, tax planning, retirement planning and small business owners. Trevor works with executives, founders, ultra high net worth and multi-generational families.
What credentials does Trevor Bryant hold?
Trevor Bryant holds the CFP and CFA credentials.
Is Trevor Bryant registered with the SEC?
Yes. Trevor Bryant is registered as an investment adviser representative in TX (CRD 5240858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westshore Wealth manage?
Westshore Wealth reports $662.4M across 848 accounts in assets under management.
How do I contact Trevor Bryant?
Through Trevor's website, www.westshorewealth.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
- Westshore Wealth 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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