AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Trevor James Winter

Trevor J. Winter

NEW HEIGHTS PLANNING
Houston, TX 77007
Some features on this profile are disabled
CRD#: 7379116
Trevor James Winter

Professional summary

Trevor James Winter, CFP® is a registered financial advisor currently at NEW HEIGHTS PLANNING located in Houston, Texas.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Trevor has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

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 Trevor James Winter'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: 2023

Experience

Current

July 12, 2021 - Present

NEW HEIGHTS PLANNING

Office #1: 540 Heights Boulevard Suite 207, Houston, TX 77007
RIA
CRD#: 314959
Houston, TX

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
Louisiana
(2/22/2022)
IAR
Texas
(7/12/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/18/2020
Uniform Investment Adviser Law Examination

Current Firm

NH
NEW HEIGHTS PLANNING
NEW HEIGHTS PLANNING | NEW HEIGHTS PLANNING, LLC

CRD#: 314959 / SEC#:

Louisiana
Registered Investment Advisory firm - (2/22/2022 Approved)
Texas
Registered Investment Advisory firm - (7/12/2021 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
540 Heights Boulevard Suite 207, Houston, TX 77007
Mailing Address
Phone number
(832) 787-1912
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts135
AUM (Assets Under Management)$ 22,830,807

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.

Company Information

NEW HEIGHTS PLANNING

CRD#: 314959Houston, TX 77007

TRUST BUT VERIFY

Monitor Trevor Winter

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Troy Lynn Wootton Jr
Troy WoottonAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Sugar Land, TX
Darren Dindinger
Darren DindingerAdvisorCheck Check Mark
ALLWORTH FINANCIAL, L.P.
IAR
RR
Orting, WA
LW
Li-e WangAdvisorCheck Check Mark
TRANSAMERICA FINANCIAL ADVISORS, LLC
RR
Houston, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics