Trevor Gunter
Four Pines Financial LLC · Atlanta, Georgia
Trevor Gunter is a fee-only financial advisor at Four Pines Financial LLC in Atlanta, Georgia, who holds the CFP credential. Trevor charges a percentage of assets and an ongoing planning fee (ongoing planning from $1,200 a year and 0.85% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Four Pines Financial LLC |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $1,200 a year · 0.85% a year on the first tier of assets managed |
| Assets under management | $11.3M across 24 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 7181368 |
| Exams passed | Series 63 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fourpinesfinancial.com |
| Profile |
How Trevor's firm compares
- Ongoing planning starts at $1,200 a year, below the Georgia median of $5,000 for fee-only firms that publish prices.
- Four Pines Financial LLC's average account is about $471,000, from its Form ADV (assets managed divided by 24 accounts).
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Questions about Trevor
Is Trevor Gunter a fee-only financial advisor?
Yes. Trevor Gunter is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Trevor's firm.
How does Trevor charge for financial advice?
Trevor charges a percentage of assets and an ongoing planning fee.
How much does Trevor charge?
According to Four Pines Financial LLC's website, checked October 28, 2026: ongoing planning from $1,200 a year; 0.85% a year on the first tier of assets managed.
Where is Trevor Gunter based?
Trevor Gunter is based in Atlanta, Georgia.
What does Trevor specialize in?
Trevor's specialties include retirement planning, tax planning, estate & legacy planning and equity compensation. Trevor works with early-career professionals.
What credentials does Trevor Gunter hold?
Trevor Gunter holds the CFP credential.
Is Trevor Gunter registered with the SEC?
Yes. Trevor Gunter is registered as an investment adviser representative in GA and TX (CRD 7181368), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Four Pines Financial LLC manage?
Four Pines Financial LLC reports $11.3M across 24 accounts in assets under management.
How do I contact Trevor Gunter?
Through Trevor's website, fourpinesfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Four Pines Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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