# Trevor Sarif-Killea

> Trevor Sarif-Killea is a fee-only financial advisor at Geometric Advisors in New York, New York. Trevor charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum) and focuses on tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Geometric Advisors
- **Based in:** New York, New York
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $1.33B across 2,081 accounts
- **Specialties:** Tax planning, Estate & legacy planning
- **Works with:** Executives, High earners
- **CRD:** 7509340 (https://adviserinfo.sec.gov/individual/summary/7509340)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 34 employees
- **Disclosures:** None reported
- **Website:** http://www.geometricadvisors.com

## Frequently asked questions

### Is Trevor Sarif-Killea a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Trevor holds no broker registration, and Geometric 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 percentage of assets.

### How much does Trevor charge?

According to Geometric Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.

### Does Trevor work with clients virtually?

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

### Where is Trevor Sarif-Killea based?

Trevor Sarif-Killea is based in New York, New York.

### What does Trevor specialize in?

Trevor's specialties include tax planning and estate & legacy planning. Trevor works with executives and high earners.

### Is Trevor Sarif-Killea registered with the SEC?

Yes. Trevor Sarif-Killea is registered as an investment adviser representative in NY and TX (CRD 7509340), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Geometric Advisors manage?

Geometric Advisors reports $1.33B across 2,081 accounts in assets under management.

### How do I contact Trevor Sarif-Killea?

Through Trevor's website, www.geometricadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7509340): 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.geometricadvisors.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.