Trevor York
River's Edge Wealth Management · Beaver, Pennsylvania
Trevor York is a fee-only financial advisor at River's Edge Wealth Management in Beaver, Pennsylvania, who holds the CFP and ChFC credentials. Trevor charges a percentage of assets (1.4% a year on the first tier of assets managed) and focuses on physicians & residents, tax planning and retirement planning.
Request an introduction to Trevor →
Specialties
Who they serve
- Physicians
- Founders
- Executives
- Retirees
Facts
| Firm | River's Edge Wealth Management |
|---|---|
| Based in | Beaver, Pennsylvania |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.4% a year on the first tier of assets managed |
| Assets under management | $157.1M across 961 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in PA · CRD 6800601 |
| Exams passed | Series 66 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.riversedgewm.com |
| Profile |
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 York a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trevor holds no broker registration, and River's Edge 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 charges a percentage of assets.
How much does Trevor charge?
According to River's Edge Wealth Management's website, checked October 30, 2026: 1.4% a year on the first tier of assets managed.
Where is Trevor York based?
Trevor York is based in Beaver, Pennsylvania.
What does Trevor specialize in?
Trevor's specialties include physicians & residents, tax planning and retirement planning. Trevor works with physicians, founders, executives and retirees.
What credentials does Trevor York hold?
Trevor York holds the CFP and ChFC credentials.
Is Trevor York registered with the SEC?
Yes. Trevor York is registered as an investment adviser representative in PA (CRD 6800601), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does River's Edge Wealth Management manage?
River's Edge Wealth Management reports $157.1M across 961 accounts in assets under management.
How do I contact Trevor York?
Through Trevor's website, www.riversedgewm.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
- River's Edge Wealth Management 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.
See something wrong? Request a correction. Read our methodology.