Trevor Sarif-Killea
Geometric Advisors · New York, New York
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.
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Specialties
Who they serve
- Executives
- High earners
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 |
| Assets under management | $1.33B across 2,081 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 7509340 |
| Exams passed | Series 65 (2022) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.geometricadvisors.com |
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Questions about Trevor
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.
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
- Geometric 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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