Michelle Hundley
Trio Wealth Management® · Great Falls, Virginia
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.
Request an introduction to Michelle →
Specialties
Who they serve
- High earners
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 |
| Assets under management | $134.0M across 338 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX, VA · CRD 6692766 |
| Exams passed | Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | triowm.com |
| Profile |
Request an introduction to Michelle
Tell Michelle a little about what you're looking for. Michelle isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michelle
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.
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.
See something wrong? Request a correction. Read our methodology.