# Taylor Bennett

> Taylor Bennett is a fee-only financial advisor at Trinity Strategic Wealth in Tulsa, Oklahoma. Taylor focuses on retirement planning, estate & legacy planning and tax planning. Trinity Strategic Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/taylor-bennett/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Trinity Strategic Wealth
- **Based in:** Tulsa, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.54B across 5,431 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Sustainable & impact investing, Pension planning
- **Works with:** Retirees, Founders, Executives
- **CRD:** 6866485 (https://adviserinfo.sec.gov/individual/summary/6866485)
- **SEC registration:** Investment adviser representative in OK
- **Exams passed:** Series 63 (2019), Series 65 (2017)
- **Firm size:** 27 employees
- **Disclosures:** None reported
- **Website:** https://trinitystrategicwealth.com

## Frequently asked questions

### Is Taylor Bennett a fee-only financial advisor?

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

### How does Taylor charge for financial advice?

Taylor's firm, Trinity Strategic Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Taylor Bennett based?

Taylor Bennett is based in Tulsa, Oklahoma.

### What does Taylor specialize in?

Taylor's specialties include retirement planning, estate & legacy planning, tax planning, sustainable & impact investing and pension planning. Taylor works with retirees, founders and executives.

### Is Taylor Bennett registered with the SEC?

Yes. Taylor Bennett is registered as an investment adviser representative in OK (CRD 6866485), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trinity Strategic Wealth manage?

Trinity Strategic Wealth reports $1.54B across 5,431 accounts in assets under management.

### How do I contact Taylor Bennett?

Through Taylor's website, trinitystrategicwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6866485): 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
- The firm's website (https://www.trinitystrategicwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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