Trent Tredinnick
EnRich Financial Partners · Madison, Wisconsin
Trent Tredinnick is a fee-only financial advisor at EnRich Financial Partners in Madison, Wisconsin, who holds the CFP and ChFC credentials. Trent charges a percentage of assets and an ongoing planning fee (a $250,000 asset minimum).
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Who they serve
- Early-career professionals
- Retirees
Facts
| Firm | EnRich Financial Partners |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | A $250,000 asset minimum |
| Assets under management | $556.8M across 1,636 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in WI · CRD 6303273 |
| Exams passed | Series 66 (2014) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.enrichpartners.com |
Request an introduction to Trent
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Questions about Trent
Is Trent Tredinnick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trent holds no broker registration, and EnRich Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Trent charge for financial advice?
Trent charges a percentage of assets and an ongoing planning fee.
How much does Trent charge?
According to EnRich Financial Partners's website, checked October 30, 2026: a $250,000 asset minimum.
Where is Trent Tredinnick based?
Trent Tredinnick is based in Madison, Wisconsin.
What credentials does Trent Tredinnick hold?
Trent Tredinnick holds the CFP and ChFC credentials.
Is Trent Tredinnick registered with the SEC?
Yes. Trent Tredinnick is registered as an investment adviser representative in WI (CRD 6303273), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does EnRich Financial Partners manage?
EnRich Financial Partners reports $556.8M across 1,636 accounts in assets under management.
How do I contact Trent Tredinnick?
Through Trent's website, www.enrichpartners.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
- EnRich Financial Partners 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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