Joshua Shaffer
Trinity Financial Advisors · Columbus, Ohio
Joshua Shaffer is a fee-only financial advisor at Trinity Financial Advisors in Columbus, Ohio, who holds the CFA credential. Joshua focuses on estate & legacy planning, tax planning and family wealth transfer. Trinity Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Trinity Financial Advisors |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $670.0M across 1,139 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 5351641 |
| Exams passed | Series 66 (2016) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.tfadvisors.com |
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Questions about Joshua
Is Joshua Shaffer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Trinity Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Trinity Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joshua Shaffer based?
Joshua Shaffer is based in Columbus, Ohio.
What does Joshua specialize in?
Joshua's specialties include estate & legacy planning, tax planning and family wealth transfer. Joshua works with multi-generational families.
What credentials does Joshua Shaffer hold?
Joshua Shaffer holds the CFA credential.
Is Joshua Shaffer registered with the SEC?
Yes. Joshua Shaffer is registered as an investment adviser representative in OH (CRD 5351641), 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 Financial Advisors manage?
Trinity Financial Advisors reports $670.0M across 1,139 accounts in assets under management.
How do I contact Joshua Shaffer?
Through Joshua's website, www.tfadvisors.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 Advisors 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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