Trinity Capital Management

Trinity Capital Management at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 5 advisors are listed here; 3 of 5 hold the CFP.
• Its Form ADV reports 6 employees and 376 individual clients, 172 of them high net worth.
• Its average account is about $584,000 (assets it manages divided by its 954 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Trinity Capital Management fees

Trinity Capital Management 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

Advisors at this firm (5)

• Andrew Bucher

  CFA

• Daniel Baker

  CFP

• Fredric Fisher

  CFP

• Lena Kaloostian

  CFP

• Orlando Plascencia

Other fee-only firms in Santa Barbara

• Wang Financial
• Abundant Wealth Partners
• Arlington Financial Advisors
• Blom Levy & Co
• Capital Management Services
• Castle Wealth Planning
• Curtis Advisory Group
• Foronjy Financial

Fee-only advisors in California