Jeremy Lott
Trinity Strategic Wealth · Tulsa, Oklahoma
Jeremy Lott is a fee-only financial advisor at Trinity Strategic Wealth in Tulsa, Oklahoma, who holds the CFP credential. Jeremy focuses on retirement planning, estate & legacy planning and tax planning. Trinity Strategic Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Founders
- Executives
Facts
| Firm | Trinity Strategic Wealth |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.54B across 5,431 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK · CRD 4084998 |
| Exams passed | Series 66 (2000) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | trinitystrategicwealth.com |
| Profile |
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Questions about Jeremy
Is Jeremy Lott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Trinity Strategic Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Trinity Strategic Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeremy Lott based?
Jeremy Lott is based in Tulsa, Oklahoma.
What does Jeremy specialize in?
Jeremy's specialties include retirement planning, estate & legacy planning, tax planning, sustainable & impact investing and pension planning. Jeremy works with retirees, founders and executives.
What credentials does Jeremy Lott hold?
Jeremy Lott holds the CFP credential.
Is Jeremy Lott registered with the SEC?
Yes. Jeremy Lott is registered as an investment adviser representative in OK (CRD 4084998), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trinity Strategic Wealth manage?
Trinity Strategic Wealth reports $1.54B across 5,431 accounts in assets under management.
How do I contact Jeremy Lott?
Through Jeremy's website, trinitystrategicwealth.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 Strategic Wealth 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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