Kevin McLoughlin
Trio Wealth Management® · Sterling, Virginia
Kevin McLoughlin is a fee-only financial advisor at Trio Wealth Management® in Sterling, Virginia, who holds the CFP credential. Kevin focuses on retirement planning, estate & legacy planning and tax planning. Trio Wealth Management® reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
Facts
| Firm | Trio Wealth Management® |
|---|---|
| Based in | Sterling, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $134.0M across 338 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 4841719 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | triowm.com |
| Profile |
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Questions about Kevin
Is Kevin McLoughlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Trio Wealth Management® reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Trio Wealth Management®, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin McLoughlin based?
Kevin McLoughlin is based in Sterling, Virginia.
What does Kevin specialize in?
Kevin's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Kevin works with high earners.
What credentials does Kevin McLoughlin hold?
Kevin McLoughlin holds the CFP credential.
Is Kevin McLoughlin registered with the SEC?
Yes. Kevin McLoughlin is registered as an investment adviser representative in VA (CRD 4841719), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trio Wealth Management® manage?
Trio Wealth Management® reports $134.0M across 338 accounts in assets under management.
How do I contact Kevin McLoughlin?
Through Kevin's website, triowm.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
- Trio Wealth Management® 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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