Unclaimed Profile

Trevor John Yochum

INCOMPASS FINANCIAL PARTNERS, LLC·MARIETTA, Georgia

SIE, Series 7, Series 66CFP11 years registeredINCOMPASS FINANCIAL PARTNERS, LLC

4994 LOWER ROSWELL ROAD, MARIETTA, GA 30068CRD# 6362279Firm CRD# 318227

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Trevor John Yochum · MARIETTA, GA

Registration

CRD #6362279 · INCOMPASS FINANCIAL PARTNERS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

INCOMPASS FINANCIAL PARTNERS, LLC

Jan 2022 – present

TRIAD ADVISORS, LLC

Sep 2014 – Apr 2022

MARIETTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 12, 2014

Years registered · 11

Professional designation · CFP

Disclosure History

2010Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INCOMPASS FINANCIAL PARTNERS, LLC

CRD 318227 · SEC 801-123067

AUM

$140M

Regulatory assets under management

Employees

774 client accounts

Services offered by INCOMPASS FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at INCOMPASS FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Trevor John Yochum offer?

Trevor John Yochum specializes in Financial Planning, Investment Management. Contact their office in MARIETTA, Georgia for a consultation.

What are Trevor John Yochum's credentials?

Trevor John Yochum holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Trevor John Yochum located?

Trevor John Yochum is based in MARIETTA, Georgia, working with INCOMPASS FINANCIAL PARTNERS, LLC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.

How does Trevor John Yochum charge for services?

Trevor John Yochum's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INCOMPASS FINANCIAL PARTNERS, LLC?

INCOMPASS FINANCIAL PARTNERS, LLC has approximately 7 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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