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Trevor John Yochum

Incompass Financial Partners, LLC

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About Trevor John Yochum

Trevor John Yochum is an investment advisor representative with Incompass Financial Partners, LLC. Trevor has been in the financial services industry since September 11, 2014. Trevor is registered with the state of Georgia. Trevor's firm has offices in Marietta, GA. Trevor is a Certified Financial Planner. In addition to his role at Incompass Financial Partners, LLC, Trevor is also involved in the following businesses: Incompass Financial Partners; OSAIC WEALTH, INC. and Triad Advisors. Trevor offers a variety of services to his clients, including financial planning, investment management, and educational seminars. Trevor specializes in working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Trevor Yochum is currently registered with Incompass Financial Partners, LLC. Incompass Financial Partners, LLC is an investment advisory firm based in Marietta, GA. With over $164 million in regulatory assets under management, they primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. The firm offers financial planning, portfolio management for individuals, and educational seminars. Incompass Financial Partners, LLC is registered with the SEC.
Incompass Financial Partners, LLC

4994 LOWER ROSWELL ROAD

MARIETTA, GA 30068

$164.17M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Trevor Yochum’s Registration & Firm History

GA

01/20/2022 - Present

Incompass Financial Partners, LLC (MARIETTA GA)

GA

02/18/2015 - 08/23/2024

TRIAD ADVISORS LLC (MARIETTA GA)

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Licenses & Designations

BOTH

Issued 09/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Trevor John Yochum. Review regulatory record here.
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