Kristina Green
Trinity Financial Advisors · Columbus, Ohio
Kristina Green is a fee-only financial advisor at Trinity Financial Advisors in Columbus, Ohio. Kristina 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 |
| SEC registration | Investment adviser representative in OH, TX · CRD 7065537 |
| Exams passed | Series 66 (2019) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.tfadvisors.com |
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Questions about Kristina
Is Kristina Green a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristina 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 Kristina charge for financial advice?
Kristina's firm, Trinity Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kristina Green based?
Kristina Green is based in Columbus, Ohio.
What does Kristina specialize in?
Kristina's specialties include estate & legacy planning, tax planning and family wealth transfer. Kristina works with multi-generational families.
Is Kristina Green registered with the SEC?
Yes. Kristina Green is registered as an investment adviser representative in OH and TX (CRD 7065537), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Kristina Green?
Through Kristina'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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