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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 32 clients, or 32 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full NEW Heights Planning record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Trevor James Winter
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #7379116
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
NEW Heights Planning has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.