Benjamin Hartings
Trinity Financial Advisors · Columbus, Ohio
Benjamin Hartings is a fee-only financial advisor at Trinity Financial Advisors in Columbus, Ohio, who holds the CFP credential. Benjamin focuses on estate & legacy planning, tax planning and family wealth transfer. Trinity Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Trinity Financial Advisors |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $670.0M across 1,139 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 6162027 |
| Exams passed | Series 63 (2013) · Series 65 (2018) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.tfadvisors.com |
| Profile |
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Questions about Benjamin
Is Benjamin Hartings a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Trinity Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Trinity Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Benjamin Hartings based?
Benjamin Hartings is based in Columbus, Ohio.
What does Benjamin specialize in?
Benjamin's specialties include estate & legacy planning, tax planning and family wealth transfer. Benjamin works with multi-generational families.
What credentials does Benjamin Hartings hold?
Benjamin Hartings holds the CFP credential.
Is Benjamin Hartings registered with the SEC?
Yes. Benjamin Hartings is registered as an investment adviser representative in OH and TX (CRD 6162027), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trinity Financial Advisors manage?
Trinity Financial Advisors reports $670.0M across 1,139 accounts in assets under management.
How do I contact Benjamin Hartings?
Through Benjamin's website, www.tfadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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 Financial Advisors 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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