John Lovett
Trinity Neches · Shepherd, Texas
John Lovett is a fee-only financial advisor at Trinity Neches in Shepherd, Texas. Trinity Neches reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Trinity Neches |
|---|---|
| Based in | Shepherd, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $120.4M across 180 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2402319 |
| Exams passed | Series 63 (1994) · Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
How John's firm compares
- Trinity Neches's average account is about $669,000, from its Form ADV (assets managed divided by 180 accounts).
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Questions about John
Is John Lovett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Trinity Neches reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Trinity Neches, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Lovett based?
John Lovett is based in Shepherd, Texas.
Is John Lovett registered with the SEC?
Yes. John Lovett is registered as an investment adviser representative in TX (CRD 2402319), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Trinity Neches manage?
Trinity Neches reports $120.4M across 180 accounts in assets under management.
How do I contact John Lovett?
Contact details aren't on file yet. Search for Trinity Neches.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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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