# John Scherer

> John Scherer is a fee-only financial advisor at Trinity Financial Planning in Middleton, Wisconsin, who holds the CFP credential. John focuses on retirement planning. Trinity Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-scherer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Trinity Financial Planning
- **Based in:** Middleton, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $102.9M across 277 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2603969 (https://adviserinfo.sec.gov/individual/summary/2603969)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 63 (1995), Series 65 (1998)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://trinfin.com/

## Frequently asked questions

### Is John Scherer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Trinity Financial Planning 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 Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is John Scherer based?

John Scherer is based in Middleton, Wisconsin.

### What does John specialize in?

John's specialties include retirement planning. John works with retirees and pre-retirees.

### What credentials does John Scherer hold?

John Scherer holds the CFP credential.

### Is John Scherer registered with the SEC?

Yes. John Scherer is registered as an investment adviser representative in TX and WI (CRD 2603969), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trinity Financial Planning manage?

Trinity Financial Planning reports $102.9M across 277 accounts in assets under management.

### How do I contact John Scherer?

Through John's website, trinfin.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2603969): 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
- The firm's website (https://trinfin.com/): specialties, clients served, and fees, checked October 30, 2026

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