Trevor Stone
Parkshore Wealth Management · Granite Bay, California
Trevor Stone is a fee-only financial advisor at Parkshore Wealth Management in Granite Bay, California, who holds the CFP credential. Parkshore Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Parkshore Wealth Management |
|---|---|
| Based in | Granite Bay, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $517.9M across 1,611 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7509537 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | parkshorewealth.com |
How Trevor's firm compares
- Parkshore Wealth Management's average account is about $321,000, from its Form ADV (assets managed divided by 1,611 accounts).
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Questions about Trevor
Is Trevor Stone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trevor holds no broker registration, and Parkshore Wealth Management 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, Parkshore Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Trevor Stone based?
Trevor Stone is based in Granite Bay, California.
What credentials does Trevor Stone hold?
Trevor Stone holds the CFP credential.
Is Trevor Stone registered with the SEC?
Yes. Trevor Stone is registered as an investment adviser representative in CA and TX (CRD 7509537), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Parkshore Wealth Management manage?
Parkshore Wealth Management reports $517.9M across 1,611 accounts in assets under management.
How do I contact Trevor Stone?
Through Trevor's website, parkshorewealth.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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