Alison Mills
Trinity Legacy Partners · Houston, Texas
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.
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Specialties
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 |
| Assets under management | $521.2M across 904 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7142857 |
| Exams passed | Series 65 (2019) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.trinitylegacypartners.com |
How Alison's firm compares
- Trinity Legacy Partners's average account is about $577,000, from its Form ADV (assets managed divided by 904 accounts).
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Questions about Alison
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on retirement planning
Where this information comes from
- SEC adviser records : 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
- Trinity Legacy Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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