Updated:
New Heights Planning
New Heights Planning provides modern financial planning and investment management for Shell professionals. It is an independent, fiduciary, and fee-only...
Overview
New Heights Planning provides modern financial planning and investment management for Shell professionals. It is an independent, fiduciary, and fee-only advisor that manages investment accounts and provides financial planning. The firm specializes in helping Shell and other oil and gas professionals.
General information
Firm type
RIA
Location
City
Houston
Principals
Trevor Winter
CFP®, Founder and Financial Advisor
Laura Mosqueda
Client Service Associate
Sector focus
Frequently asked questions
Who founded New Heights Planning?
The firm's founders are not named in public records as of 2026. It operates as an RIA under an undisclosed ownership structure.
Does New Heights Planning have a public AUM figure?
No. The firm does not publish an AUM figure, and no external estimate is available from known sources.
Where is New Heights Planning headquartered?
The firm's headquarters city and country are not disclosed in public records. It has no listed additional offices.
Is New Heights Planning affiliated with an operating company or foundation?
No public affiliation with any operating company or philanthropic foundation has been identified.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research New Heights Planning in Altss
Explore available research and relationship coverage for this adviser in Altss.