Reviews for Trevor Ausen, CFP®, RICP®
Tech Sabbatical Planning
✅ Wealthtender Certified Advisor Review™
Nov 10, 2026
I worked with Trevor to plan a year-long career sabbatical after a decade of working in the tech industry. Trevor was extremely knowledgeable, and created a financial plan to use my vested RSUs to fund a year of side quests and artistic pursuits. He also has a great network for people to contact when I asked questions that were outside of his expertise.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Personable and Knowledgeable
✅ Wealthtender Certified Advisor Review™
Nov 4, 2026
Trevor is easy to work with, very understanding of "real life", and is always willing to find the answer that is right for you, not just an answer. He has a large network to reference for life events and will put in the time to do what is right for your situation.
Relationship to Financial Advisor: Client as of Nov 4, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Familial Relationship
Disclosure: Katie Fagot is the sister-in-law of Trevor Ausen. No cash or non-cash compensation was provided in exchange for this testimonial. This familial relationship represents a material conflict of interest, as it creates an incentive to provide positive feedback.
