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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-12-2021
- Office Locations
- 1
Office Locations
About NEW Heights Planning
New Heights Planning is a Houston-based, fee-only fiduciary RIA providing financial planning and investment management for Shell and other oil & gas professionals. Its Financial Independence Framework emphasizes tax-smart investing and retirement readiness, typically implemented with ETFs and mutual funds (often custody at Schwab). Founder Trevor Winter spent 14 years at Shell and publishes twice-monthly finance videos for Shell employees.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Trevor James Winter
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #7379116
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,979,549 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,979,549 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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