Trent Derrick, CMT®
Independent Financial Planning for Bold Futures | Fee-Only Fiduciary
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Serving Clients Nationwide
Independent Financial Planning for Bold Futures | Fee-Only Fiduciary
Areas of Focus
- Business Owners
- Cash Flow
- Equity Compensation Options
- Exit Planning
- Financial Planning
- Investment Management
- Retirement Planning
- Tax-Efficient Planning
About Trent Derrick, CMT®
Hi, I'm Trent Derrick. I'm the Founder and Financial Advisor of Bellerophon Wealth Management.I provide independent advice as a fee-only fiduciary, focusing on integrating your business and personal finances. My approach is rooted in clarity, transparency, and helping clients make bold, informed decisions for their future. I specialize in working with small business owners and professionals, providing comprehensive financial planning services including tax planning strategies, cash flow management, and retirement planning.
As a Chartered Market Technician® (CMT®), I also bring deep technical market analysis expertise to help clients make informed investment decisions. I obtained my bachelor's degree from the College of Charleston and studied economics at the University of South Carolina, Columbia.
Outside of the office, I serve as a guest lecturer for the College of Charleston's MBA program and act as chairman of the Market Technician Association's Charleston chapter.
Professional Designations
- Chartered Market Technician (CMT)
Primary Location
1032 Savannah Hwy Charleston, SC 29407
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Bellerophon Wealth Management
Bellerophon Wealth Management is an independent, fee-only fiduciary financial advisory firm based in Charleston, South Carolina, serving business owners and professionals who want more than cookie-cutter financial advice.Our Philosophy
Bellerophon Wealth Management was founded on a single, driving principle: to do what's best for the client—always, without compromise. After years working in traditional financial firms, we saw how often advisors were boxed in by quotas, sales pressure, and limitations on what could be recommended. So we stepped off the well-worn trail and created something different. At Bellerophon Wealth Management, independence means more than not working for a big firm — it means our recommendations are based on alignment, integrity, and mutual respect rather than account size or sales potential.
Who We Serve
We work with small business owners and individuals who are building both wealth and legacies. Whether you're scaling a business, navigating equity compensation, or preparing for a fulfilling retirement, our goal is to support your vision with informed guidance and holistic financial planning every step of the way. While we're based in Charleston, we serve clients locally and across the country — distance is no barrier to sophisticated financial guidance.
Transparent Pricing
Our fee structure is designed to keep us on the same side of the table as you, always — we don't get paid unless your investments are growing. We're compensated solely through a percentage-based model, typically 1% annually for accounts under $1 million, and around 0.75% for larger portfolios, with a reduced rate of 0.5% for participants in business retirement plans like SIMPLE IRAs.
Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Education
College of Charleston, Bachelor's Degree, English | University of South Carolina-Columbia, Studies in Economics
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Investors
- Living in Retirement
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