Trevor Winter
New Heights Planning, LLC · Houston, Texas
Trevor Winter is a fee-only financial advisor at New Heights Planning, LLC in Houston, Texas, who holds the CFP and CRPC credentials. Trevor charges an ongoing planning fee (a $1,500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Trevor →
Specialties
Who they serve
- Executives
- High earners
Facts
| Firm | New Heights Planning, LLC |
|---|---|
| Based in | Houston, Texas |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | A $1,500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $73.0M across 256 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in LA, TX · CRD 7379116 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | newheightsplanning.com |
| Profile |
How Trevor's firm compares
- New Heights Planning, LLC's average account is about $285,000, from its Form ADV (assets managed divided by 256 accounts).
Request an introduction to Trevor
Tell Trevor a little about what you're looking for. Trevor isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Trevor
Is Trevor Winter a fee-only financial advisor?
Yes. Trevor Winter is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Trevor's firm.
How does Trevor charge for financial advice?
Trevor charges an ongoing planning fee.
How much does Trevor charge?
According to New Heights Planning, LLC's website, checked October 28, 2026: a $1,500,000 asset minimum.
Where is Trevor Winter based?
Trevor Winter is based in Houston, Texas.
What does Trevor specialize in?
Trevor's specialties include retirement planning, tax planning and estate & legacy planning. Trevor works with executives and high earners.
What credentials does Trevor Winter hold?
Trevor Winter holds the CFP and CRPC credentials.
Is Trevor Winter registered with the SEC?
Yes. Trevor Winter is registered as an investment adviser representative in LA and TX (CRD 7379116), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does New Heights Planning, LLC manage?
New Heights Planning, LLC reports $73.0M across 256 accounts in assets under management.
How do I contact Trevor Winter?
Through Trevor's website, newheightsplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- New Heights Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.