Trevor Scotto
Fiduciary Financial Group · San Rafael, California
Trevor Scotto is a fee-only financial advisor at Fiduciary Financial Group in San Rafael, California, who holds the CFP credential. Trevor focuses on equity compensation, estate & legacy planning and tax planning. Fiduciary Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Executives
- Tech employees
- Founders
Facts
| Firm | Fiduciary Financial Group |
|---|---|
| Based in | San Rafael, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.12B across 1,607 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6736091 |
| Exams passed | Series 65 (2016) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.ffgwealth.com |
| Profile |
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Questions about Trevor
Is Trevor Scotto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trevor holds no broker registration, and Fiduciary Financial Group 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, Fiduciary Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Trevor work with clients virtually?
Yes. Fiduciary Financial Group says on its website that it works with clients remotely.
Where is Trevor Scotto based?
Trevor Scotto is based in San Rafael, California.
What does Trevor specialize in?
Trevor's specialties include equity compensation, estate & legacy planning, tax planning and small business owners. Trevor works with retirees, executives, tech employees and founders.
What credentials does Trevor Scotto hold?
Trevor Scotto holds the CFP credential.
Is Trevor Scotto registered with the SEC?
Yes. Trevor Scotto is registered as an investment adviser representative in CA and TX (CRD 6736091), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiduciary Financial Group manage?
Fiduciary Financial Group reports $1.12B across 1,607 accounts in assets under management.
How do I contact Trevor Scotto?
Through Trevor's website, www.ffgwealth.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
- Fiduciary Financial Group 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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