# Trevor Tripp

> Trevor Tripp is a fee-only financial advisor at Kozak & Tripp Private Asset Management in Highlands Ranch, Colorado. Kozak & Tripp Private Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/trevor-tripp/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Kozak & Tripp Private Asset Management
- **Based in:** Highlands Ranch, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $813.4M across 2,390 accounts
- **CRD:** 5700505 (https://adviserinfo.sec.gov/individual/summary/5700505)
- **SEC registration:** Investment adviser representative in CA, CO, TX
- **Exams passed:** Series 66 (2010)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.kozaktripp.com/

## Frequently asked questions

### Is Trevor Tripp a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Trevor holds no broker registration, and Kozak & Tripp Private Asset 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, Kozak & Tripp Private Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Trevor Tripp based?

Trevor Tripp is based in Highlands Ranch, Colorado.

### Is Trevor Tripp registered with the SEC?

Yes. Trevor Tripp is registered as an investment adviser representative in CA, CO and TX (CRD 5700505), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kozak & Tripp Private Asset Management manage?

Kozak & Tripp Private Asset Management reports $813.4M across 2,390 accounts in assets under management.

### How do I contact Trevor Tripp?

Through Trevor's website, www.kozaktripp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5700505): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.