Trevor Thompson
Crescent Sterling · Metairie, Louisiana
Trevor Thompson is a fee-only financial advisor at Crescent Sterling in Metairie, Louisiana. Trevor charges hourly fees.
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Facts
| Firm | Crescent Sterling |
|---|---|
| Based in | Metairie, Louisiana |
| Fee model | Hourly |
| Assets under management | $210.2M across 455 accounts |
| SEC registration | Investment adviser representative in LA · CRD 6075106 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.crescentsterling.com |
| Profile |
How Trevor's firm compares
- Crescent Sterling's average account is about $462,000, from its Form ADV (assets managed divided by 455 accounts).
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Questions about Trevor
Is Trevor Thompson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trevor holds no broker registration, and Crescent Sterling 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 hourly fees.
Where is Trevor Thompson based?
Trevor Thompson is based in Metairie, Louisiana.
Is Trevor Thompson registered with the SEC?
Yes. Trevor Thompson is registered as an investment adviser representative in LA (CRD 6075106), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crescent Sterling manage?
Crescent Sterling reports $210.2M across 455 accounts in assets under management.
How do I contact Trevor Thompson?
Through Trevor's website, www.crescentsterling.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
- Crescent Sterling 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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