Trevor Andrew Debenon

Employer firm

Lifeplan Financial Services, LP CRD 156548

$96.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 06/2020
  Student
  Kingwood, TX
• 07/2020 → 11/2022
  Self-Employed
  Kingwood, TX
• 11/2022 → 01/2024
  Aerotek
  Houston, TX
• 02/2024 → 08/2025
  Lifeplan Financial Services, Lp
  Kingwood, TX
• 08/2025 → Present
  Lifeplan Financial Services, Lp
  Kingwood, TX
• 01/2025 → Present
  Debenon Insurance Services, Llc
  Kingwood, TX

Other Businesses

Trevor Andrew DeBenon is a Managing Member of DeBenon Insurance Services, LLC (DIS). DIS is a Texas LLC that has plans to become a licensed Texas life insurance agency by the end of 2025. The LLC currently has independent insurance agents who are also managing members. However, such members are currently offering insurance products and advice independently of the LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-08