# Orlando Plascencia

> Orlando Plascencia is a fee-only financial advisor at Trinity Capital Management in Upland, California. Trinity Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/orlando-plascencia/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Trinity Capital Management
- **Based in:** Upland, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $556.8M across 954 accounts
- **CRD:** 5455702 (https://adviserinfo.sec.gov/individual/summary/5455702)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.trinitycm.com/

## Frequently asked questions

### Is Orlando Plascencia a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Orlando holds no broker registration, and Trinity Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Orlando charge for financial advice?

Orlando's firm, Trinity Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Orlando Plascencia based?

Orlando Plascencia is based in Upland, California.

### Is Orlando Plascencia registered with the SEC?

Yes. Orlando Plascencia is registered as an investment adviser representative in CA (CRD 5455702), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trinity Capital Management manage?

Trinity Capital Management reports $556.8M across 954 accounts in assets under management.

### How do I contact Orlando Plascencia?

Through Orlando's website, www.trinitycm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5455702): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.