John Scherer
Trinity Financial Planning · Middleton, Wisconsin
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Trinity Financial Planning |
|---|---|
| Based in | Middleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $102.9M across 277 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 2603969 |
| Exams passed | Series 63 (1995) · Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | trinfin.com |
| Profile |
How John's firm compares
- Trinity Financial Planning's average account is about $371,000, from its Form ADV (assets managed divided by 277 accounts).
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Questions about John
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.
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 Financial Planning 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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