Trey Gevers
Helping Tech Employees reduce taxes, build wealth, and retire confidently
Gevers Wealth Management · Issaquah, Washington
Trey Gevers is a fee-only financial advisor at Gevers Wealth Management in Issaquah, Washington, who holds the CFA credential. Trey charges a percentage of assets and a one-time planning fee (typically works with clients with $1,000,000 or more) and focuses on small business owners, retirement planning and family wealth transfer.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- High earners
- Ultra high net worth
- Executives
- Founders
- Pre-retirees
- Retirees
- Multi-generational families
- Tech employees
About
We help clients make smart financial decisions in key areas like retirement income planning, investment management, tax strategy, estate planning, and stock compensation.
Whether someone is planning to retire in the next few years or managing a large equity position from their tech job, we create a personalized plan to match their goals.
Our process helps clients reduce taxes, invest with intention, and create a reliable income plan for retirement. We work best with those who want clear advice, proactive service, and a long-term relationship.
For more than 20 years, our independent firm has helped individuals and families simplify complex decisions and move forward with confidence. We specialize in working with tech professionals and retirees who have $1 million or more in investable assets.
With our focused expertise and personal approach, we help clients protect what they’ve built and feel confident about what’s next.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Estate Planning
- Financial Planning
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Charitable Giving
- ESG/Impact Investing
- Executive Compensation
- Financial Advice & Coaching
- Insurance/Risk Management
- Portfolio Management
- Real Estate Advisory
- Risk Management
Facts
| Firm | Gevers Wealth Management |
|---|---|
| Based in | Issaquah, Washington |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $100M - $500M |
| Firm founded | 2005 |
| Firm size | 2 - 5 employees |
| Credentials | CFA |
| Investment approach | Passive management |
| SEC registration | Investment adviser representative in WA · CRD 7251046 |
| Exams passed | Series 66 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | geverswealth.com |
| Profile |
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Questions about Trey
Is Trey Gevers a fee-only financial advisor?
Yes. Trey Gevers is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Trey's firm.
How does Trey charge for financial advice?
Trey charges a percentage of assets and a one-time planning fee.
How much does Trey charge?
According to Gevers Wealth Management's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.
Where is Trey Gevers based?
Trey Gevers is based in Issaquah, Washington.
What does Trey specialize in?
Trey's specialties include small business owners, retirement planning, family wealth transfer, equity compensation, sustainable & impact investing and real estate investors. Trey works with HENRY (High Earners, Not Rich Yet), high earners, ultra high net worth, executives and founders.
What credentials does Trey Gevers hold?
Trey Gevers holds the CFA credential.
Is Trey Gevers registered with the SEC?
Yes. Trey Gevers is registered as an investment adviser representative in WA (CRD 7251046), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Gevers Wealth Management manage?
Gevers Wealth Management reports $100M - $500M in assets under management.
How do I contact Trey Gevers?
Through Trey's website, geverswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Gevers Wealth Management 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 25, 2026.
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