Trevor Shaw
Gradient Capital Advisors · San Diego, California
Trevor Shaw is a fee-only financial advisor at Gradient Capital Advisors in San Diego, California, who holds the CFP credential. Gradient Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Gradient Capital Advisors |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $742.2M across 1,548 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6373428 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.gradientcapital.com |
How Trevor's firm compares
- Gradient Capital Advisors's average account is about $479,000, from its Form ADV (assets managed divided by 1,548 accounts).
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Questions about Trevor
Is Trevor Shaw a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trevor holds no broker registration, and Gradient Capital 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's firm, Gradient Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Trevor Shaw based?
Trevor Shaw is based in San Diego, California.
What credentials does Trevor Shaw hold?
Trevor Shaw holds the CFP credential.
Is Trevor Shaw registered with the SEC?
Yes. Trevor Shaw is registered as an investment adviser representative in CA (CRD 6373428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gradient Capital Advisors manage?
Gradient Capital Advisors reports $742.2M across 1,548 accounts in assets under management.
How do I contact Trevor Shaw?
Through Trevor's website, www.gradientcapital.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
- 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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