# Alison Mills

> Alison Mills is a fee-only financial advisor at Trinity Legacy Partners in Houston, Texas, who holds the CFP credential. Alison focuses on retirement planning. Trinity Legacy Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alison-mills/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Trinity Legacy Partners
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $521.2M across 904 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 7142857 (https://adviserinfo.sec.gov/individual/summary/7142857)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2019)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.trinitylegacypartners.com

## Frequently asked questions

### Is Alison Mills a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alison holds no broker registration, and Trinity Legacy Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alison charge for financial advice?

Alison's firm, Trinity Legacy Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Alison Mills based?

Alison Mills is based in Houston, Texas.

### What does Alison specialize in?

Alison's specialties include retirement planning.

### What credentials does Alison Mills hold?

Alison Mills holds the CFP credential.

### Is Alison Mills registered with the SEC?

Yes. Alison Mills is registered as an investment adviser representative in TX (CRD 7142857), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trinity Legacy Partners manage?

Trinity Legacy Partners reports $521.2M across 904 accounts in assets under management.

### How do I contact Alison Mills?

Through Alison's website, www.trinitylegacypartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7142857): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.trinitylegacy.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.