Andrew Bucher
Trinity Capital Management · Olympia, Washington
Andrew Bucher is a fee-only financial advisor at Trinity Capital Management in Olympia, Washington, who holds the CFA credential. Trinity Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Andrew →
Facts
| Firm | Trinity Capital Management |
|---|---|
| Based in | Olympia, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $556.8M across 954 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, WA · CRD 4549537 |
| Exams passed | Series 65 (2002) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.trinitycm.com |
How Andrew's firm compares
- Trinity Capital Management's average account is about $584,000, from its Form ADV (assets managed divided by 954 accounts).
Request an introduction to Andrew
Tell Andrew a little about what you're looking for. Andrew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Andrew
Is Andrew Bucher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Trinity Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Trinity Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Bucher based?
Andrew Bucher is based in Olympia, Washington.
What credentials does Andrew Bucher hold?
Andrew Bucher holds the CFA credential.
Is Andrew Bucher registered with the SEC?
Yes. Andrew Bucher is registered as an investment adviser representative in CA and WA (CRD 4549537), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trinity Capital Management manage?
Trinity Capital Management reports $556.8M across 954 accounts in assets under management.
How do I contact Andrew Bucher?
Through Andrew's website, www.trinitycm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Olympia
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
- 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.
See something wrong? Request a correction. Read our methodology.