Trent Douglas Porter
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Investment Management
- Estate & Legacy Planning
- Retirement Planning
- Tax Planning
Specializations
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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.
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Credentials
Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PRIORITY FINANCIAL PARTNERS | PRIORITY FINANCIAL PLANNING, LLC
Contact Information
Main Address
1309 E. 3rd Ave Unit 112, Durango, CO 81301Phone Number
(970) 880-9577# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
369AUM (Assets Under Management)
$100,717,211Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/18/2013)
(9/5/2025)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Trent Douglas Porter's CRS (Customer Relationship Summary).
Services Offered by Trent
- Financial Planning
- Investment Management
- Estate & Legacy Planning
- Retirement Planning
- Tax Planning
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