# Michelle Hundley

> Michelle Hundley is a fee-only financial advisor at Trio Wealth Management® in Great Falls, Virginia, who holds the CFP credential. Michelle 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.

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

## Facts

- **Firm:** Trio Wealth Management®
- **Based in:** Great Falls, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $134.0M across 338 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** High earners
- **CRD:** 6692766 (https://adviserinfo.sec.gov/individual/summary/6692766)
- **SEC registration:** Investment adviser representative in NC, TX, VA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://triowm.com/

## Frequently asked questions

### Is Michelle Hundley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michelle 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 Michelle charge for financial advice?

Michelle's firm, Trio Wealth Management®, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Michelle Hundley based?

Michelle Hundley is based in Great Falls, Virginia.

### What does Michelle specialize in?

Michelle's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Michelle works with high earners.

### What credentials does Michelle Hundley hold?

Michelle Hundley holds the CFP credential.

### Is Michelle Hundley registered with the SEC?

Yes. Michelle Hundley is registered as an investment adviser representative in NC, TX and VA (CRD 6692766), 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 Michelle Hundley?

Through Michelle's website, triowm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6692766): 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://triowm.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.