About Bellerophon Wealth Management

Independence Isn’t Just a Business Model. It’s a Belief System.

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. Quotas. Sales pressure. Limitations on what could be recommended. It didn’t sit right. Real financial advice shouldn’t come with strings attached.

So we stepped off the well-worn trail and created something different.

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"Sometimes the bravest move is leaving the known path to build your own."
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Why We Exist

At Bellerophon Wealth Management, independence means more than not working for a big firm. It means:
Choosing the clients we work with.
Not based on account size or sales potential, but on alignment, integrity, and mutual respect.
Setting our own fees transparently.
So there’s no question about how we’re compensated or where our loyalty lies.
Recommending strategies because they’re the best fit.
Not because they benefit anyone else.
Delivering advice that’s as personal as it is practical.
We’re here for business owners and professionals who want to work with someone who gets it. Someone who understands what’s on the line when you're building something that matters.
We believe your financial strategy should reflect your values, ambitions, and the life you’re working so hard to build, both personally and professionally. That’s why we design every plan around where you are today, where you want your business and personal life to go, and how you define success.

Why the Name "Bellerophon"?

In Greek mythology, Bellerophon was the mortal hero who tamed Pegasus, the winged horse, and took flight toward the divine. It’s a metaphor for what we help our clients do every day.

Just like Bellerophon, our clients are on a mission that takes courage, clarity, and a guide they can trust.

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Harness their ambition. Master complexity. Rise with intention.

Start Your Journey
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Meet the Founder

Trent Derrick built this firm for people like you: entrepreneurs, creators, professionals with purpose who are willing to do the hard work to create freedom on their terms. With decades of experience and a deep commitment to the fiduciary standard, he brings both strategy and heart to every client relationship.

He’s not interested in scaling for scale’s sake. He’s interested in serving deeply, working with a select group of clients he truly believes in. That’s the difference. And that’s the vision behind Bellerophon Wealth Management.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

How We’re Paid (and Why It Matters)

Our fee structure is designed to keep us on the same side of the table as you, always.

Here’s the key: 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.
  • For business retirement plans like SIMPLE IRAs, we offer a reduced rate of 0.5% for participants’ accounts.

The bigger your portfolio, the more we’re willing to negotiate. 

  • When you do well, we do well. If markets dip, our fees dip too. That accountability drives everything we do, from preserving your assets to pursuing thoughtful, long-term growth.

Our loyalty belongs to you, and only you.

  • There are no up-front checks to write, no hourly charges to second-guess. Just full access to a partner who’s as invested in your success as you are.
  • We don’t take commissions. We don’t attend steak-dinner fund pitches. 

Built for Those Who Think Differently

We’re not chasing volume or selling products. We’re also not beholden to a parent company’s agenda.

What we are is fiercely focused on helping a specific kind of client—bold, thoughtful, ready to take the reins—build a financial life that aligns with who they are and where they’re going.

If that’s you, welcome. You’ve found your place.

Start Your Journey
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Let’s explore what your future could look like, with a partner who’s fully in your corner.

Schedule Your Consultation