# New Heights Planning

New Heights Planning is a RIA based in Houston.

## Overview

- **Organization type:** RIA
- **Headquarters:** Houston
- **Assets under management:** Undisclosed
- **Website:** newheightsplanning.com
- **LinkedIn:** https://www.linkedin.com/company/new-heights-planning

## Regulatory record

- **CRD number:** 314959
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314959

## About

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.

## Sectors

- Shell and other oil and gas professionals

## People

- Trevor Winter — CFP®, Founder and Financial Advisor
- Laura Mosqueda — Client Service Associate

## 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.

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- [Uncommon Equity](https://altss.com/profile/uncommon-equity-llc)
- [Inspire Private Wealth Management](https://altss.com/profile/inspire-private-wealth-management)

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Last updated: 2026-08-11T15:07:34.613Z

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