Robert Wassel
Trinity Wealth Management · Cincinnati, Ohio
Robert Wassel is a fee-only financial advisor at Trinity Wealth Management in Cincinnati, Ohio, who holds the PFS credential. Trinity Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Trinity Wealth Management |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $425.2M across 937 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in OH, TX · CRD 4728480 |
| Exams passed | Series 63 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.gotrinitywealth.com |
How Robert's firm compares
- Trinity Wealth Management's average account is about $454,000, from its Form ADV (assets managed divided by 937 accounts).
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Questions about Robert
Is Robert Wassel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Trinity Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Trinity Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Wassel based?
Robert Wassel is based in Cincinnati, Ohio.
What credentials does Robert Wassel hold?
Robert Wassel holds the PFS credential.
Is Robert Wassel registered with the SEC?
Yes. Robert Wassel is registered as an investment adviser representative in OH and TX (CRD 4728480), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trinity Wealth Management manage?
Trinity Wealth Management reports $425.2M across 937 accounts in assets under management.
How do I contact Robert Wassel?
Through Robert's website, www.gotrinitywealth.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
- 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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