John Wilkinson
Trinity Legacy Partners · Houston, Texas
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.
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Specialties
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 |
| Assets under management | $521.2M across 904 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2851650 |
| Exams passed | Series 63 (2001) · Series 65 (2010) · Series 66 (2003) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.trinitylegacypartners.com |
How John's firm compares
- Trinity Legacy Partners's average account is about $577,000, from its Form ADV (assets managed divided by 904 accounts).
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Questions about John
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on retirement planning
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 Legacy Partners 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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