Jeffrey McCulloch
Trisperity Advisors · Katy, Texas
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.
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Facts
| Firm | Trisperity Advisors |
|---|---|
| Based in | Katy, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $335.2M across 825 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4988346 |
| Exams passed | Series 63 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.trisperity.com |
| Profile |
How Jeffrey's firm compares
- Trisperity Advisors's average account is about $406,000, from its Form ADV (assets managed divided by 825 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Katy
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.
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