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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2016
- Office Locations
- 1
Office Locations
About TRS Advisors, LLC
DFW Retirement Planners (TRS Advisors) is a Dallas–Fort Worth retirement planning firm serving retirees and those nearing retirement. The family-led team provides retirement income planning, portfolio “second look” reviews, tax-efficiency and estate planning coordination. Investment implementation commonly uses public funds and ETFs (custodied at Schwab). The firm also hosts “DFW Retirement Radio” on 820 WBAP, a weekly show on retirement strategies.
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Owner & Executives
BRITNI BRIELLE LEVENSAILOR
Managing Member, President, PRINCIPAL
- CRD
- --
- Ownership
- 50% but less than 75%
MONIQUE MARIA LEVENSAILOR
Chief Operating Officer, Managing Member, PRINCIPAL
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,127,882 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,127,882 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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