Trevor Parsons
Statherós Financial Solutions · El Dorado Hills, California
Trevor Parsons is a fee-only financial advisor at Statherós Financial Solutions in El Dorado Hills, California. Trevor focuses on retirement planning. Statherós Financial Solutions reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- High earners
- Pre-retirees
Facts
| Firm | Statherós Financial Solutions |
|---|---|
| Based in | El Dorado Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $926.2M across 1,430 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8121618 |
| Exams passed | Series 65 (2026) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.statherosfinancial.com |
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Questions about Trevor
Is Trevor Parsons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trevor holds no broker registration, and Statherós Financial Solutions 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, Statherós Financial Solutions, reports charging a percentage of assets on its SEC Form ADV.
Where is Trevor Parsons based?
Trevor Parsons is based in El Dorado Hills, California.
What does Trevor specialize in?
Trevor's specialties include retirement planning. Trevor works with high earners and pre-retirees.
Is Trevor Parsons registered with the SEC?
Yes. Trevor Parsons is registered as an investment adviser representative in CA (CRD 8121618), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Statherós Financial Solutions manage?
Statherós Financial Solutions reports $926.2M across 1,430 accounts in assets under management.
How do I contact Trevor Parsons?
Through Trevor's website, www.statherosfinancial.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
- Statherós Financial Solutions 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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