Nicholas Moore
Trinity Financial Planning · Middleton, Wisconsin
Nicholas Moore is a fee-only financial advisor at Trinity Financial Planning in Middleton, Wisconsin. Nicholas focuses on retirement planning. Trinity Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Trinity Financial Planning |
|---|---|
| Based in | Middleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $102.9M across 277 accounts |
| SEC registration | Investment adviser representative in WI · CRD 5962681 |
| Exams passed | Series 66 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | trinfin.com |
| Profile |
How Nicholas's firm compares
- Trinity Financial Planning's average account is about $371,000, from its Form ADV (assets managed divided by 277 accounts).
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Questions about Nicholas
Is Nicholas Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Trinity Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas's firm, Trinity Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nicholas Moore based?
Nicholas Moore is based in Middleton, Wisconsin.
What does Nicholas specialize in?
Nicholas's specialties include retirement planning. Nicholas works with retirees and pre-retirees.
Is Nicholas Moore registered with the SEC?
Yes. Nicholas Moore is registered as an investment adviser representative in WI (CRD 5962681), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trinity Financial Planning manage?
Trinity Financial Planning reports $102.9M across 277 accounts in assets under management.
How do I contact Nicholas Moore?
Through Nicholas's website, trinfin.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 Planning 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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