# Keith Van Dyke

> Keith Van Dyke is a fee-only financial advisor at Trinity Strategic Wealth in Tulsa, Oklahoma, who holds the CFP credential. Keith focuses on retirement planning, estate & legacy planning and tax planning. Trinity Strategic Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Trinity Strategic Wealth
- **Based in:** Tulsa, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.54B across 5,431 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Sustainable & impact investing, Pension planning
- **Works with:** Retirees, Founders, Executives
- **CRD:** 2528570 (https://adviserinfo.sec.gov/individual/summary/2528570)
- **SEC registration:** Investment adviser representative in OK
- **Exams passed:** Series 63 (1994)
- **Firm size:** 27 employees
- **Disclosures:** None reported
- **Website:** https://trinitystrategicwealth.com

## Frequently asked questions

### Is Keith Van Dyke a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Trinity Strategic Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Keith charge for financial advice?

Keith's firm, Trinity Strategic Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Keith Van Dyke based?

Keith Van Dyke is based in Tulsa, Oklahoma.

### What does Keith specialize in?

Keith's specialties include retirement planning, estate & legacy planning, tax planning, sustainable & impact investing and pension planning. Keith works with retirees, founders and executives.

### What credentials does Keith Van Dyke hold?

Keith Van Dyke holds the CFP credential.

### Is Keith Van Dyke registered with the SEC?

Yes. Keith Van Dyke is registered as an investment adviser representative in OK (CRD 2528570), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trinity Strategic Wealth manage?

Trinity Strategic Wealth reports $1.54B across 5,431 accounts in assets under management.

### How do I contact Keith Van Dyke?

Through Keith's website, trinitystrategicwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2528570): 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.trinitystrategicwealth.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.