# John Wilkinson

> John Wilkinson is a fee-only financial advisor at Trinity Legacy Partners in Houston, Texas. John focuses on retirement planning. Trinity Legacy Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Trinity Legacy Partners
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $521.2M across 904 accounts
- **Specialties:** Retirement planning
- **CRD:** 2851650 (https://adviserinfo.sec.gov/individual/summary/2851650)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2001), Series 65 (2010), Series 66 (2003)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.trinitylegacypartners.com

## Frequently asked questions

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

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

### Where is John Wilkinson based?

John Wilkinson is based in Houston, Texas.

### What does John specialize in?

John's specialties include retirement planning.

### Is John Wilkinson registered with the SEC?

Yes. John Wilkinson is registered as an investment adviser representative in TX (CRD 2851650), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trinity Legacy Partners manage?

Trinity Legacy Partners reports $521.2M across 904 accounts in assets under management.

### How do I contact John Wilkinson?

Through John's website, www.trinitylegacypartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2851650): 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://www.trinitylegacy.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.