Trellis Wealth Advisors, LLC is a small investment advisory firm based out of San Luis Obispo, CA, with one office serving over 30 individual clients. With more than $307,491,000 in assets under management, they specialize in providing personalized financial strategies to high net worth individuals. As a registered investment advisor, Trellis Wealth Advisors, LLC manages 99% of their clients' assets on a discretionary basis, allowing them to make investment decisions on behalf of their clients. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clie...