# Jeffrey McCulloch

> Jeffrey McCulloch is a fee-only financial advisor at Trisperity Advisors in Katy, Texas, who holds the CFP credential. Trisperity Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-mcculloch/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Trisperity Advisors
- **Based in:** Katy, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $335.2M across 825 accounts
- **Credentials:** CFP
- **CRD:** 4988346 (https://adviserinfo.sec.gov/individual/summary/4988346)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2015)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.trisperity.com

## Frequently asked questions

### Is Jeffrey McCulloch a fee-only financial advisor?

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

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Trisperity Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey McCulloch based?

Jeffrey McCulloch is based in Katy, Texas.

### What credentials does Jeffrey McCulloch hold?

Jeffrey McCulloch holds the CFP credential.

### Is Jeffrey McCulloch registered with the SEC?

Yes. Jeffrey McCulloch is registered as an investment adviser representative in TX (CRD 4988346), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trisperity Advisors manage?

Trisperity Advisors reports $335.2M across 825 accounts in assets under management.

### How do I contact Jeffrey McCulloch?

Through Jeffrey's website, www.trisperity.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4988346): 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

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