# Triinu Barclay

> Triinu Barclay is a fee-only financial advisor at Continuum Advisory in Philadelphia, Pennsylvania. Continuum Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Continuum Advisory
- **Based in:** Philadelphia, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.91B across 3,461 accounts
- **CRD:** 8156049 (https://adviserinfo.sec.gov/individual/summary/8156049)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 66 employees
- **Disclosures:** None reported
- **Website:** http://www.clarkstreetfinancial.com

## Frequently asked questions

### Is Triinu Barclay a fee-only financial advisor?

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

### How does Triinu charge for financial advice?

Triinu's firm, Continuum Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Triinu Barclay based?

Triinu Barclay is based in Philadelphia, Pennsylvania.

### Is Triinu Barclay registered with the SEC?

Yes. Triinu Barclay is registered as an investment adviser representative in PA (CRD 8156049), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Continuum Advisory manage?

Continuum Advisory reports $1.91B across 3,461 accounts in assets under management.

### How do I contact Triinu Barclay?

Through Triinu's website, www.clarkstreetfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8156049): 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.