Firm
Trilogy Financial Solutions
Oklahoma City, Oklahoma
Fee-only
Trilogy Financial Solutions at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 13 individual clients.
- Its average account is about $94,000 (assets it manages divided by its 17 accounts).
Facts
| Based in | Oklahoma City, Oklahoma |
|---|---|
| Website | trilogyfinancialsolutions.com |
| [email protected] | |
| Phone | (405) 990-5952 |
Trilogy Financial Solutions fees
Trilogy Financial Solutions doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 13 |
| Accounts managed | 17 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 18, 2026 |
| SEC record | CRD 168104 |