Milton Thiel
Trinity Neches · Sugar Land, Texas
Milton Thiel is a fee-only financial advisor at Trinity Neches in Sugar Land, Texas, who holds the CFP credential. Trinity Neches reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Trinity Neches |
|---|---|
| Based in | Sugar Land, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $120.4M across 180 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4345473 |
| Exams passed | Series 63 (2001) · Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Milton's firm compares
- Trinity Neches's average account is about $669,000, from its Form ADV (assets managed divided by 180 accounts).
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Questions about Milton
Is Milton Thiel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Milton holds no broker registration, and Trinity Neches reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Milton charge for financial advice?
Milton's firm, Trinity Neches, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Milton Thiel based?
Milton Thiel is based in Sugar Land, Texas.
What credentials does Milton Thiel hold?
Milton Thiel holds the CFP credential.
Is Milton Thiel registered with the SEC?
Yes. Milton Thiel is registered as an investment adviser representative in TX (CRD 4345473), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trinity Neches manage?
Trinity Neches reports $120.4M across 180 accounts in assets under management.
How do I contact Milton Thiel?
Contact details aren't on file yet. Search for Trinity Neches.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sugar Land
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
- 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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