Taylor Bennett
Trinity Strategic Wealth · Tulsa, Oklahoma
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.
Request an introduction to Taylor →
Specialties
Who they serve
- Retirees
- Founders
- Executives
Facts
| Firm | Trinity Strategic Wealth |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.54B across 5,431 accounts |
| SEC registration | Investment adviser representative in OK · CRD 6866485 |
| Exams passed | Series 63 (2019) · Series 65 (2017) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | trinitystrategicwealth.com |
Request an introduction to Taylor
Tell Taylor a little about what you're looking for. Taylor isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Taylor
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.
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 Strategic Wealth 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.
See something wrong? Request a correction. Read our methodology.