Trent D. Porter

PRIORITY FINANCIAL PARTNERS

Durango, CO 81301

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CRD#: 5273644

Professional summary

Trent Douglas Porter, CFP® is a registered financial advisor currently at PRIORITY FINANCIAL PARTNERS located in Durango, Colorado.

Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Trent has worked at 4 firms and has passed the Series 65 exam.

Biography

After seeing how numerous family and friends were being exploited by so-called “financial advisors,” Trent Porter wanted to offer trust worthy financial services that truly focused on clients’ needs. With this goal in mind, he founded Priority Financial Planning, LLC in 2006. Trent is uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®) and a certified life coach, he combines all three to manage his clients' financial futures, enabling them to focus on what's really important in life.

From regular interviews on NPR to guest hosting the “Your Money” show on SiruisXM radio, media outlets frequently reach out to Trent for his extensive industry insight and expertise in personal finance.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Estate Planning

Retirement Planning

Socially Responsible Investing

Tax Planning

Do you have an area of expertise or specialization?

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Douglas Porter's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

November 18, 2013 - Present

PRIORITY FINANCIAL PARTNERS

Office #1: 143 E 10th Street, Durango, CO 81301

RIA

CRD#: 165806

Durango, CO

Past

April 24, 2013 - April 24, 2013

PRIORITY FINANCIAL PARTNERS

RIA

CRD#: 165806

DENVER, CO

Past

April 20, 2011 - September 27, 2012

VERITAT ADVISORS

RIA

CRD#: 147947

BOSTON, MA

Past

August 6, 2009 - November 29, 2011

J.F. WILLIAMS CO., INC.

RIA

CRD#: 113569

DENVER, CO

Past

August 13, 2008 - July 28, 2009

PRIORITY FINANCIAL PLANNING, LLC

RIA

CRD#: 142937

FORT COLLINS, CO

Past

April 10, 2007 - October 25, 2007

PRIORITY FINANCIAL PLANNING, LLC

RIA

CRD#: 142937

FORT COLLINS, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(11/18/2013)

IAR

Iowa
(9/5/2025)

IAR

Kansas
(7/15/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/27/2006

Uniform Investment Adviser Law Examination

Current Firm

PRIORITY FINANCIAL PARTNERS

PRIORITY FINANCIAL PARTNERS | PRIORITY FINANCIAL PLANNING, LLC

CRD#: 165806 / SEC#:

Colorado

Registered Investment Advisory firm - (4/24/2013 Approved)

Iowa

Registered Investment Advisory firm - (9/5/2025 Approved)

Kansas

Registered Investment Advisory firm - (7/15/2021 Approved)

Utah

Registered Investment Advisory firm - (12/4/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1309 E. 3rd Ave Unit 112, Durango, CO 81301

Mailing Address

Phone number

(970) 880-9577

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	310
AUM (Assets Under Management)	$ 88,015,944

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Trent D. Porter

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Douglas Porter's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIORITY FINANCIAL PARTNERS

PRIORITY FINANCIAL PARTNERS

VERITAT ADVISORS

J.F. WILLIAMS CO., INC.

PRIORITY FINANCIAL PLANNING, LLC

PRIORITY FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/2006

Current Firm

PRIORITY FINANCIAL PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRIORITY FINANCIAL PARTNERS

TRUST BUT VERIFY

Contact information

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