Infinity Financial Services Advisory
47yrs
Top advisor by experience in Oakland
3yrs
Trevor Stratton
Financial advisor at Wealth Enhancement Advisory Services
Based in Oakland, California, Trevor Stratton is a fiduciary financial advisor with 3 years of industry experience. Trevor has been with Wealth Enhancement Advisory Services since 2025. Trevor holds the CFP® designation.
One of 271 advisors with offices in Oakland, and one of 231 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office1999 Harrison St Suite 1530, Oakland, CA 94612
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.38 million
Advisors at the firm1,020
States licensed ?1 state
Services through Wealth Enhancement Advisory Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Feb 2025 – nowWealth Enhancement Advisory Services, LLCCurrent firm
Questions to ask Trevor
Tailored to Trevor’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Trevor
How do I contact Trevor?
Call Trevor’s local office at (415) 989-0100 or the Wealth Enhancement Advisory Services main office at (763) 417-1700, and ask for Trevor Stratton.
How long has Trevor been a financial advisor?
Trevor has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Trevor hold?
Series 65. Tap any license on this page to see what it allows.
Is Trevor a fiduciary?
Trevor is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Trevor paid?
Wealth Enhancement Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Trevor for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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