


New Heights Planning Revenue
Financial Services • Houston, Texas, United States • 1-10 Employees
New Heights Planning revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Key Contact at New Heights Planning
Trevor Winter
Founder and Financial Advisor
Company overview
| Headquarters | 10497 Town and Country Way, Ste. 720, Houston, Texas 77024, US |
| Phone number | +18327871912 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
| Socials |
New Heights Planning Email Formats
New Heights Planning uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@newheightsplanning.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@newheightsplanning.com | 100% |
About New Heights Planning
New Heights Planning is a fee-only financial advising firm specializing in Shell and other oil and gas professionals. Our Financial Independence Framework combines modern financial planning and investment management to help you reduce your taxes, invest smarter, and become financially independent. As a former Shell professional, I am uniquely positioned to provide you with a remarkable financial advising experience. In addition to having education, experience, and credentials in financial planning, I have first-hand knowledge of the ins and outs of working at Shell. Information shared on LinkedIn is intended to be educational and should not be considered as tax, legal, or investment advice. Additionally, New Heights Planning does not control the content of third-party sites and makes no representation as to the completeness or accuracy of information provided at these websites. New Heights Planning is not endorsed by nor affiliated with Shell. More information can be found in the disclosures and the privacy policy at http://newheightsplanning.com.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
New Heights Planning has never raised funding before.
New Heights Planning Tech Stack
Discover the technologies and tools that power New Heights Planning's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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